Planfix for presales and implementation Planfix CRM and Project Management System

Planfix for presales and implementation

Scope the rollout. Prove value fast. Create a clear path to expansion.

Start fast — Planfix for presales and implementation

Start fast

Turn incoming email and messages into tasks in minutes. Add auto triage and SLA timers. Show live work and time to first value without custom development.

See the moment that convinces — Planfix for presales and implementation

See the moment that convinces

Stakeholders watch tickets and tasks land in one queue with SLAs already running. A pilot team works a real case end to end while a dashboard updates in real time.

Faster qualification

Cleaner scoping for the first workflow.

Fewer handoff misses

Shorter time to resolution in the pilot.

Measurable gains

Better SLA adherence and lower MTTR across the cohort.

Credible executive proof

Evidence that supports rollout and expansion.

Deals stall on proof

Security and operations demand evidence.

Pilots drift

Success criteria keep shifting.

Risk around timelines

Ownership is unclear and tools are noisy.

Scattered data

Too many systems and channels.

Step 1 — Align needs and success metrics

Step 2 — Configure a no code sandbox

Step 3 — Run a guided pilot

Step 4 — Package proof and roll out

Step 1 — Align needs and success metrics — Planfix for presales and implementation

Step 1 — Align needs and success metrics

Agree on pains, constraints, and measurable outcomes.
Remove ambiguity before the build.
Solution blueprint
Step 2 — Configure a no code sandbox — Planfix for presales and implementation

Step 2 — Configure a no code sandbox

Use real samples so value is visible early.
Everyone sees how work will flow.
Task templates
Step 3 — Run a guided pilot — Planfix for presales and implementation

Step 3 — Run a guided pilot

Route work, enforce SLAs, surface wins in real time.
Capture evidence and stories.
Automation
Step 4 — Package proof and roll out — Planfix for presales and implementation

Step 4 — Package proof and roll out

Summarize wins and secure sponsor support.
Sign off a scoped rollout.
Executive-ready reports
What it looks like after — Planfix for presales and implementation

What it looks like after

Teams work in one place with clear ownership and live metrics. New teams and workflows are easy to add without chaos.

Confident in executive reviews

Clear stories backed by metrics.

Calm during go live

Training and rollout feel controlled.

Proud of real wins

Pilot team shares outcomes that matter.

Reduce risk — Planfix for presales and implementation

Reduce risk

Security and compliance reviews are slow. Planfix provides clear roles. Integration risk feels high. Start with native channels and simple webhooks, then scale as needed. Change management drains time. Use short guides, in app training, and a steady cadence.

Email and spreadsheets

Centralize intake, enforce SLAs, and track handoffs without manual chasing.

Legacy helpdesk or ticketing

Add no code workflows, CRM handoff, and dashboards sponsors can read.

Heavy suites and custom builds

Prove value in days with a smaller footprint and lower ongoing cost.

Prove value fast with a scoped rollout

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