How does Planfix centralize marketplace requests?

Planfix collects all marketplace signals into a single workspace and turns them into tasks. Each task carries its full history, comments, files, and automation log. Because routing, status changes, and external messages all stay in one thread, support leads can review resolving steps later and prove what happened, when, and who did it.

Can external sellers and buyers collaborate without full access?

Yes. Use the client dashboard or a restricted UI to involve sellers and buyers who do not work inside Planfix. They see only the tasks shared with them, can respond in the same channel, and do not gain access to internal boards or reports. This is ideal for seller onboarding, disputes, payouts, or catalog fixes.

What reporting does Planfix provide for marketplaces?

Operations and finance can build reports on time, compensation, refunds, SLA, MTTR, and outcomes using data tags and the report designer. Required fields on closing ensure every case is documented. You can group results by marketplace function—catalog, finance, logistics, tech—so leadership sees bottlenecks and volume by source or customer type.

Can we adapt Planfix to different marketplace teams?

Yes. You can create separate status sets, transition rules, and automation for different marketplace objects or teams. That way, catalog can work one way, payouts another, and tech support a third—without mixing their processes. Conditional Planner lists keep each team’s queue clean while still maintaining one intake.

B2B Marketplace Support Software

Marketplace Support in One Place

Capture buyer and seller messages in one workspace. Planfix turns channels into tasks, applies rules, and sends work to the right team or external participant so nothing is lost and every step is recorded.

Channels in Planfix

Connect the Channels You Already Use

Start with channel to task. Email, messengers, site chat, or marketplace messages become tasks automatically. Add auto distribution to balance workloads and give your team one clear queue instead of many.

Email to task

Show Value to Buyers and Sellers

Share a task to the external dashboard with only that participant’s data. When you drag a task on the Planner board, Planfix updates assignee and status by rules. Internal teams see full context. External parties see only what they should.

Client dashboard

What You Get

How Planfix Delivers

Operational Picture

What You Get

Faster intake with no lost or duplicated marketplace requests.

Predictable handoffs across catalog, payouts, logistics, and tech.

Audit-ready threads for disputes, refunds, and compliance checks.

Lower cost per case through templates and AI enrichment.

Automation in Planfix

How Planfix Delivers

Channel to task for email, messengers, telephony, and system alerts.

AI Dataminer to pull IDs and orders from messy texts.

Conditional Planner boards with status sets and transition rules.

External users in dashboard mode for sellers and buyers.

AI agents

Operational Picture

One intake board for all marketplace communications.

Predictable routing into catalog, finance, logistics, and tech.

Fast, documented resolution for internal teams and external parties.

Reporting

If This Sounds Familiar

Signals everywhere

Sellers message in several channels and agents reply in each separately.

Audit requests

Finance or compliance asks for documented steps on refunds and payouts.

High MTTR

Management asks why time to resolve is high across marketplace functions.

Capture and Consolidate Every Signal

Email, social, messengers, telephony, and system alerts become tasks. AI Dataminer extracts order data. Directories store marketplace reference values. Status sets guide new staff and make your process teachable.

AI agents in Planfix

Classify and Route

Auto triage by source, value, or topic puts tasks in the right list.

Conditional Planner Boards

Lists show tasks that meet rules so there are no duplicate cards.

External Participants

Add sellers and buyers in dashboard mode without exposing internal data.

Close the Loop and Keep It Auditable

Data tags record time, compensation, and outcomes. Required fields on closing force agents to document resolutions. Comment templates send consistent closing messages in the original channel so reopens drop.

Data tags