What makes Planfix a good fit for subscription marketplaces?

Planfix is built for marketplaces that juggle subscribers, merchants, and couriers. Instead of separate tools for tickets, claims, payouts, and partner analytics, you get one governed workspace. Planner conditional boards, structured data tags, Project Totals, and Client Dashboards help you run support and claims as a single process. You see the full story for each case and for each partner, not just message threads.

How complex is integration with our existing marketplace stack?

You can start with what you already have. Use email to task, native messengers, and telephony integrations to centralize issues without changing addresses or numbers. Low code rules route cases by topic, language, or plan, and scripts plus buttons automate refunds or credits. When you are ready, the open API and webhooks let you connect billing, logistics, or custom marketplace services.

How does Planfix change day to day work for agents?

Agents still work in queues and boards they recognize, but Planfix gives them more context. Every task shows subscriber history, orders, payments, and partner records in one place. Dataminer AI Agents prefill key fields from long messages, and status sets guide decisions so they stay on policy. You can roll out changes gradually by team or queue, with reporting that shows how new workflows perform.

How will Planfix help us control the cost of claims and goodwill?

Claim data lives in structured tags on tasks and projects rather than scattered spreadsheets. You can track claimed and approved amounts, goodwill credits, logistics costs, and root causes by merchant, courier, plan, and campaign. Project Totals aggregate key indicators automatically, and the report designer lets you slice by any field. Finance and partner managers finally share the same numbers when discussing margins and compensation.

Support & Claims Software for Subscription Marketplaces

Keep Support and Claims in One Flow

Planfix gives your marketplace one governed workspace for support and claims. Every message becomes a task and lands in the same flow, sorted by rules on Planner boards. Structured data tags track decisions and payouts, while client dashboards keep subscribers informed without extra portals.

Planner boards for support

Capture and Triage Every Issue

Capture every issue from every channel in one governed queue so each signal has a clear owner.

Investigate What Happened

Pull data from orders, subscriptions, couriers, and merchants into one task so agents see the full story.

Decide and Execute Resolutions

Apply clear policies, track cost and responsibility, and execute payouts with a full audit trail for every claim.

Start with One Governed Queue

Start by centralizing support and claims without rebuilding your marketplace stack. Connect inboxes, chat widgets, social pages, and telephony so every message becomes a Planfix task. Planner shows all cases on one conditional board where drag and drop keeps assignee and status consistent.

Governed email queues

Governed Planner Board

Dataminer AI Agent

Subscriber Client Dashboards

Governed Planner Board

Show one Planner board where all support and claim tasks from every channel live together.

Use conditional lists so cases sort themselves by rules instead of fragile manual tags.

Move cards between lists to change assignee or status while Planner safely rewrites fields.

Planner in Planfix

Dataminer AI Agent

Parse long subscriber and merchant messages into structured fields for issue type and severity.

Cut reading time for agents so they focus on judgment instead of manual data entry.

AI Agents in Planfix

Subscriber Client Dashboards

Give subscribers a simple dashboard that shows every support case and claim in one place.

Let them reply from email or dashboard while all messages stay in the same task thread.

Reduce churn by providing clear, timely updates without building a separate portal.

Client dashboard

What You Gain with Governed Support and Claims

You never miss an issue because every signal becomes a task with the right owner. You decide faster with evidence, history, and partner data in one thread. Data tags and Project Totals reveal claim cost by merchant, courier, and cause so you protect margin and reduce churn.

Reports and dashboards

If This Sounds Familiar

Backlog feels invisible

Support queues sit in scattered inboxes and chats, and nobody trusts a single number for open cases.

Claims cluster around partners

You want to see which merchants and couriers drive most claims before the next round of negotiations.

Tension on both sides

Subscribers push for generous resolutions while merchants and couriers resist, and you need clear facts.

Spreadsheets for payouts

You juggle manual spreadsheets for payouts and chargebacks and worry about mistakes hidden in formulas.

Too much retyping

Teams retype data between tools while claim cost grows quietly and nobody sees the full impact.

Capture and Triage Every Issue

Turn email, chat, social messages, and calls into tasks and route them by rules on Planner boards.

Investigate What Really Happened

Link subscribers, subscriptions, orders, and payments so comments, photos, and transcripts stay in one Chronicle.

Decide on a Fair Resolution

Guide agents through clear policy steps with status sets, approvals, and data tags for payouts and causes.

Execute Payouts and Adjustments

Use scripts and custom buttons to trigger refunds, credits, and redeliveries while keeping a full audit trail.

Keep Subscribers Informed

Share clear updates through the Client Dashboard and email so subscribers always see current case status.

Learn from Marketplace Patterns

Use reports over data tags and Project Totals to see claims by merchant, courier, product, and campaign.

Results You Can Expect

Support and claims run as a disciplined process instead of a daily fire. Backlogs are visible, decisions are consistent, and claim cost is understood and controlled. You feel in control of volumes, confident with partners, and calm when finance asks about goodwill and claims.

Visualize results