Manage Media Production in One Place Planfix CRM and Project Management System

Manage Media Production in One Place

Planfix is media management software that brings production workflows, team collaboration, files, and deadlines into one configurable workspace, helping media teams move projects from brief to approval with less manual coordination.

Too Many Tools, Files, and Approval Delays? — Manage Media Production in One Place

Too Many Tools, Files, and Approval Delays?

Media projects move through multiple stages, teams, files, and approval rounds. When briefs, feedback, deadlines, and creative materials are scattered across different tools, production becomes harder to coordinate and delays are easier to miss.

Scattered briefs, files, and feedback;
Poor visibility into tasks and deadlines;
Slow and unclear approval processes;
Confusing file versions and manual handoffs.

Simplify Media Production with Planfix!

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Why Choose Planfix for Media Production — Manage Media Production in One Place

Why Choose Planfix for Media Production

Planfix combines project management, task tracking, client communication, files, automation, and reporting in one configurable platform. Instead of forcing every production team into the same process, you can build workflows around the way your studio, agency, or media organization already works.

Manage campaigns and production projects in one workspace.
Connect clients, projects, tasks, files, and communication.
Build custom production stages and approval workflows.

Production Planning

Approval Workflows

Creative Files

Team Workspaces

Production Planning — Manage Media Production in One Place

Production Planning

Plan media production in customizable Planner views that match the way your team works.
Organize campaigns, episodes, shoots, reviews, and release dates in lists or calendars.
Use filters, grouping, and drag-and-drop planning to keep priorities, deadlines, and workload visible.
Planner
Approval Workflows — Manage Media Production in One Place

Approval Workflows

Build review and approval stages around your production process with configurable task processes and statuses.
Move content from internal review to client approval, revisions, and final delivery using clear status transitions.
Keep feedback and decisions connected to the work throughout the process.
Task Processes
Creative Files — Manage Media Production in One Place

Creative Files

Keep briefs, references, drafts, images, and other production files organized in Planfix.
Store materials with the projects and work they belong to, so teams can quickly access the right files.
Use document versioning to review previous iterations and track changes.
Documents
Team Workspaces — Manage Media Production in One Place

Team Workspaces

Create dedicated workspaces for editors, designers, producers, and other media teams.
Show each team only the sections, objects, and tools they need for their daily work.
Customize menus, Planners, and access to keep each workspace focused and easy to use.
Workspaces
Automated Production Handoffs — Manage Media Production in One Place

Automated Production Handoffs

Use Planfix automation to move work forward when conditions are met. Create follow-up tasks, assign responsible team members, send notifications, or update project data as production moves from one stage to the next.

Production Timeline

Visualize production stages, deadlines, and dependencies with Gantt charts. See how shoots, editing, reviews, and releases connect across the project and spot scheduling conflicts before they affect delivery.

Client Access

Invite clients into Planfix without exposing internal work. Give them access only to relevant tasks and discussions so they can review materials, share feedback, and stay involved in the production process.

Production Reports

Turn production data into reports that show project progress, workload, time, costs, and other metrics your team tracks. Use tables, charts, and graphs to give producers and managers a clear view across projects.

Customizing Planfix as a Media Management Platform

Customizing Planfix as a Media Management Platform — Manage Media Production in One Place

Video Production & Media Agencies

Manage multiple clients, campaigns, and production requests in one system.
Customizing Planfix as a Media Management Platform — Manage Media Production in One Place

Editorial Teams

Build a shared editorial calendar and move content through stages.
Customizing Planfix as a Media Management Platform — Manage Media Production in One Place

TV & Radio Teams

Coordinate programs, production tasks, recording schedules and post-production handoffs.

Ready to Bring Order to Your Document Chaos?

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Getting Started with Planfix Media Production Software

Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Create Your Workspace

Register your Planfix account, add your team, and organize users into the roles or workgroups you need for production.
Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Set Up Your Production Workflow

Define the main stages your work moves through, such as Brief → Production → Internal Review → Client Review → Revisions → Approved.
Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Create Projects and Templates

Create your first campaign or production project and break it into tasks
Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Add Files and Approval Steps

Attach briefs and creative materials to the relevant tasks and define how internal and client reviews should work.
Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Automate Routine Handoffs

Add scripts, notifications, and automatic task creation where they save the most manual work.
Getting Started with Planfix Media Production Software — Manage Media Production in One Place

Connect Your Existing Tools

Integrate the storage, email, calendar, communication, and other services your team wants to keep using.
Quick Start with Ready-Made Solutions — Manage Media Production in One Place

Quick Start with Ready-Made Solutions

Get started without unnecessary setup! You can use pre-built templates for deals, properties, and tasks. This speeds up onboarding, reduces errors, and helps you immediately structure a system tailored to your workflow.

Automate Invoice Management

A ready-to-use Planfix setup for creating invoices, tracking their status, and analyzing your financial performance.

Planfix User Reviews

L
Lavanderia T.
Application Developer
5.0
Best Solution For Managing Business Operations
First, I like that Planfix is scalable and is ideal for businesses of all sizes. It makes management of business operations easy thanks to project and task management features.
A
Alexi L.
Technical Director
5.0
Extensive Customization Capabilities
Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more.
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on Capterra
R
Richard E.
Personnel Supervisor
5.0
Tasks on the Map
It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.
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on Sourceforge
A
Artsiom
Database manager
5.0
A Highly Customizable ERP System
Planfix.com is a versatile ERP system that allows businesses to streamline their processes and improve overall efficiency.
See all reviews
on SoftwareSuggest
D
Daniel M.
Administrator
5.0
Responsive Dev Team
It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.
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on Slashdot
A
Alex P
5.0
Excellent project management system
Thanks to a huge set of functions, it is easy to customize Planfix for specific business processes, set up workspaces individually for each team and automate many routine tasks.
See all reviews
on Crozdesk
Why Teams Choose Planfix — Manage Media Production in One Place

Why Teams Choose Planfix

Compare Planfix with other solutions and find the best fit for your business needs. We break down the differences in features, pricing, and scalability, so you don’t have to guess what really matters. With a clear side-by-side view, you’ll see exactly where Planfix stands out—and whether it’s the right choice for your team’s growth.

Bring Your Media Production Workflow Together

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No credit card needed • Unlimited time on Free plan

Grow Your Agency with Planfix!

Learn how to streamline your workflows, automate daily tasks, and scale your media production business.

Solutions for Teams

Consolidate all of your teams and departments into one connected workspace. Planfix keeps everyone on the same page, which means fewer silos and smoother teamwork.

Solutions for Teams — Manage Media Production in One Place

Solutions for Any Business

From small startups to large enterprises, Planfix offers the flexibility and power you need to automate what matters most, no matter the size of your business.

FAQ

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