What makes Planfix a good fit for packaging and design studios?

Planfix is built to adapt to your studio instead of forcing you into rigid templates. You can configure packaging-specific workflows, status sets, and fields without code. Unique tools like Planner, Data tags, and Client Dashboards give you traceability and visibility that typical task or proofing tools simply do not provide.

How long does it take to get started with Planfix?

You can start with one packaging workflow and one brand. Use ready-made templates for briefs, projects, and approval boards, then adjust fields and stages as you go. Onboarding can be gradual: begin by capturing briefs and approvals in Planfix while existing tools run in parallel, then switch more work over once people feel comfortable.

How does Planfix help with client approvals and collaboration?

Client Dashboards give brand teams a simple portal showing only their projects, designs, and approvals. They can comment, upload feedback, and give formal sign-off, or just reply by email while Planfix keeps the full history. This helps you reduce chasing, prevent misunderstandings, and prove who approved what if questions come up later.

Can Planfix help us understand profitability by client and brand?

Project Totals, reports, and Data tags show time and scope across brands, SKUs, and markets. You see which clients generate rework, how many rounds approvals really take, and where margin is leaking. That insight helps you adjust pricing, improve processes, and staff work realistically instead of guessing from inbox impressions.

Packaging And Design Studio Workflow Software

Keep Every Brief, Version, and Approval Under Control

Turn loose packaging requests into approved, production-ready designs without guessing which file is final or who signed off. Planfix captures every brief as a task, runs it through status sets, shows projects in Planner, and logs approvals in Data tags for a clean audit trail.

Planner boards in Planfix

Email to Ticket

Forward client emails to Planfix so every packaging request becomes a structured task with the right brand and contact.

Brief Templates

Use task templates with fields for objectives, markets, claims, dielines, and deadlines so nothing important is missed.

Dataminer AI Agent

Let an AI agent read briefs, extract key details, and fill fields automatically so you stop retyping client emails.

Keep Design Versions Structured and Traceable

Keep every route and concept organized with task links, folders, and document versioning. Designers and account teams always work from the same current file, and you can restore any earlier iteration when legal, brand, or printers ask for history.

Versioning in Planfix

Client Dashboards

Give brand teams a focused portal to review designs, comment, and approve while replies by email still stay in one thread.

Status Sets and Rules

Define packaging-specific stages and allowed transitions so work can only move forward with the right checks completed.

Data Tags for Approvals

Log approvals, time, and scope changes as Data tags so reports and audits show who agreed to what and when.

See the Whole Packaging Pipeline in One Screen

Build a Planner board with lists for briefs, in design, client review, and print-ready work. Each card is a packaging project; drag it to update status, owners, and due dates. Add Project Totals to see margin and effort by brand or range.

Planner in Planfix

Version Chaos

Approval Chasing

Foggy Capacity and Margin

Version Chaos

The team spends the first minutes of every call hunting for the latest pack file across threads and folders.

You close one approval round and a new email chain appears with a slightly different artwork version attached.

You feel nervous at handoff because you are not fully sure the file going to print is truly final.

Approval Chasing

You spend days chasing clients for comments and sign-off across email, messengers, and calls with no single record.

You waste hours reconciling conflicting comments, rebuilding timelines, and explaining internal missteps to brand teams.

You risk costly print errors and late shelf launches because approvals and responsibilities stay unclear.

Foggy Capacity and Margin

You cannot clearly see workloads by brand or range, so overcommitment, overtime, and hidden work keep creeping in.

You struggle to justify pricing because time spent on changes and approvals is not tracked in a reliable way.

You feel your studio works hard yet margin leaks away through untracked scope creep and rework.

Support Bigger Outcomes Across the Studio

Model brands, SKUs, or packaging lines as Objects with their own lifecycles and KPIs. Use Whiteboards to map routes and territories visually, then convert blocks into real tasks so brainstorming flows straight into structured, trackable work without retyping.

Whiteboard in Planfix

Predictable Packaging Pipeline

Every brief lands in the same structured workspace, and each project follows a visible path from request to print-ready.

Clear Versions and Approvals

You maintain a clean record of files and sign-offs so any client, printer, or regulator question is answered in seconds.

Protected Margin and Capacity

Project Totals, reports, and Data tags show time, scope, and profit by brand so you price and staff with confidence.

Reduce Barriers to Change

Start with one brand, one workflow, and a small group. Use ready-made packaging templates, no-code fields, and focused designer workspaces to match how your team already thinks. Client Dashboards appear automatically from first contact, so adoption feels natural.

Designer workspaces

Replace Email, Folders, and Generic Tools

Move from scattered threads and shared drives to one system where tasks, comments, files, time logs, and approvals live together. Build packaging-specific workflows with automation, status sets, and Data tags instead of forcing your studio into generic project software.

Automation in Planfix