Industry Solutions Planfix CRM and Project Management System

Industry Solutions

Planfix empowers your industry with flexible workflows and tools designed to meet your unique business needs. Automate processes, streamline collaboration, and manage everything from a single platform to boost efficiency and drive growth.

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IT & Software Development

IT & Software Development — Industry Solutions

IT Department as an Internal Service Provider

IT & Software Development — Industry Solutions

Pre-Sales & Implementation for B2B SaaS Companies

IT & Software Development — Industry Solutions

Community Support for EdTech, Games & SaaS

IT & Software Development — Industry Solutions

IoT and Security Field Operations

IT & Software Development — Industry Solutions

Client Management for SaaS Integrators

IT & Software Development — Industry Solutions

Solution for Cloud ERP/CRM Integrators

Trade & Commerce Solutions

Trade & Commerce Solutions — Industry Solutions

Retail Management System

Trade & Commerce Solutions — Industry Solutions

eCommerce Solution

Trade & Commerce Solutions — Industry Solutions

Importers & International Trade

Trade & Commerce Solutions — Industry Solutions

B2B Distribution Operations

Trade & Commerce Solutions — Industry Solutions

Marketplace Support Software

Trade & Commerce Solutions — Industry Solutions

Store Requests for Trade Marketing Distributors

Trade & Commerce Solutions — Industry Solutions

B2B Presales Management

Trade & Commerce Solutions — Industry Solutions

Operational Support for B2B Marketplaces

Real Estate & Property Management

Real Estate & Property Management — Industry Solutions

Real Estate Management Software

Real Estate & Property Management — Industry Solutions

Property Maintenance: Tenant Requests & Contractor Tasks

Real Estate & Property Management — Industry Solutions

Cleaning B2B/B2C Services: Orders, Routes & Quality Control

Real Estate & Property Management — Industry Solutions

Cleaning and Repair Dispatch Software

Education & eLearning

Education & eLearning — Industry Solutions

Online schools: Student Support & Course Production

Education & eLearning — Industry Solutions

Teamwork Management

Education & eLearning — Industry Solutions

Knowledge Base

Education & eLearning — Industry Solutions

Parent Support for Coding & Robotics Schools

Education & eLearning — Industry Solutions

Parent Request Management for Offline Schools

Education & eLearning — Industry Solutions

Corporate Training Providers Solutions

Education & eLearning — Industry Solutions
Supplementary education centers - inquiries & schedules

Healthcare & Life Sciences

Healthcare & Life Sciences — Industry Solutions

Medtech & Diagnostic Labs Management

Healthcare & Life Sciences — Industry Solutions

Aesthetic Clinic Communication & Management

Healthcare & Life Sciences — Industry Solutions

Dental Clinic Networks Solution

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.
See all reviews
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.
See all reviews
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.
See all reviews
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
Solutions for Every Team — Industry Solutions

PRODUCTIVITY FOR EVERY ROLE

Solutions for Every Team

Planfix integrates into all business processes easily, facilitating the efficiency of your teams. Use a single Planfix management system for teamwork automation of any type and complexity.

Why Teams Choose Planfix — Industry Solutions

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.

Best Practices & How-Tos

Step-by-step guides and proven strategies for putting Planfix to work in your business.

FAQ

 — Industry Solutions

Medtech / diagnostics - laboratory case management

 — Industry Solutions

Tour operators/travel agencies - bookings & customer support

 — Industry Solutions

B2B distributors - orders, returns & channel marketing

 — Industry Solutions

Food manufacturing/HoReCa kitchens - orders, shifts & quality

 — Industry Solutions

Marketplace sellers with premium support

 — Industry Solutions

BIM/CAD studios - reviews & version control

 — Industry Solutions

Aesthetic medicine clinics - leads & post-treatment support

 — Industry Solutions

Microfinance - customer inquiries & complaints

 — Industry Solutions

Service marketplaces (cleaning / repairs) - contractor dispatch

 — Industry Solutions

Equipment vendors - partner installations & warranty support

 — Industry Solutions

Coworking / office operators - member requests & operations

 — Industry Solutions

Last-mile logistics startups - courier & customer support

 — Industry Solutions

B2B marketplaces - operational support for sellers & buyers

 — Industry Solutions

SaaS integrators/partners - client implementation management

 — Industry Solutions

Local energy / telecom - subscriber requests & incidents

 — Industry Solutions

Offline schools / preschools - parent requests & operations tasks

 — Industry Solutions

Custom wood/metal manufacturing - orders & operations control

 — Industry Solutions

PR agencies - media releases, approvals & client reporting

 — Industry Solutions

Community support (EdTech / games / SaaS) - moderation & responses

 — Industry Solutions

Field installation crews (IoT / security):

 — Industry Solutions

B2B sales - presales tasks, demos & POCs as case

 — Industry Solutions

Corporate training providers - LMS projects & implementations

 — Industry Solutions

Device repair/service centers - intake, repair & handoff

 — Industry Solutions

Charitable fundraising - applicant & donor cases

 — Industry Solutions

Dental clinic networks - requests, treatment plans & approvals

 — Industry Solutions

Cloud integrators (ERP/CRM) - implementation & support pipeline

 — Industry Solutions

Trade marketing distributors (beverage / snacks) - store requests

 — Industry Solutions

Private coding/robotics schools - parent support

 — Industry Solutions

Internal RPA/automation in SMB - integration task pipeline

 — Industry Solutions

Boutique custom software shops - projects, approvals & time

 — Industry Solutions

Custom furniture manufacturing - from measurement to install

 — Industry Solutions

Pharma Distributors - Pharmacy Requests & Returns

 — Industry Solutions

Video / CGI studios - production pipeline & approvals

 — Industry Solutions

Performance Marketing Agencies - Client Tickets for Creatives

 — Industry Solutions

Small airports / service providers - internal service requests

 — Industry Solutions

Mass-production furniture manufacturing - workstation standards rollout

 — Industry Solutions

Healthcare provider call centers - routing & SLAs

 — Industry Solutions

B2B Engineering Services (HVAC, Water Treatment) - Projects & Service

 — Industry Solutions

Insurance Brokers - Client Requests & Policy Processing

 — Industry Solutions

E-grocery retail - order support & claims

 — Industry Solutions

D2C beauty / fragrance brands - support & influencer campaigns

 — Industry Solutions

Market research agencies - field tasks & reporting

 — Industry Solutions

Podcast production studios - episode pipeline & sponsorships

 — Industry Solutions

Veterinary clinics - scheduling, support & incidents

 — Industry Solutions

Small research institutes / labs - requests, equipment & reporting

 — Industry Solutions

Private speech therapy / psychology centers - inquiries & schedules

 — Industry Solutions

B2B conferences - organizing committee & attendee support

 — Industry Solutions

Auto Repair Chains - Orders, Work Breakdown & Claims

 — Industry Solutions

Consumer electronics retail - warranty support & returns

 — Industry Solutions

Infrastructure contractors (low-voltage / access control / CCTV) - projects & service

 — Industry Solutions

Small malls / property managers - tenant requests

 — Industry Solutions

Creative production (print / video gear) - orders & approvals

 — Industry Solutions

Small airport contractors (catering / cleaning) - shift tasks

 — Industry Solutions

Factory QA labs - CAPA & incidents

 — Industry Solutions

Small inpatient / rehab centers - patient / family inquiries

 — Industry Solutions

Pharmacy chains - customer requests, returns & out-of-stocks

 — Industry Solutions

Freight forwarders - customer shipment cases

 — Industry Solutions

Language schools - leads, scheduling & support

 — Industry Solutions

Micro D2C makers - WhatsApp / Intagram support

 — Industry Solutions

Residential renovation - requests, estimates & phases

 — Industry Solutions
B2B equipment service centers - customer cases & site visits
 — Industry Solutions

Corporate facilities management - requests, contractors, SLAs

 — Industry Solutions

Solar installers - leads, installation, service

 — Industry Solutions

Plant MRO - repair requests, rounds, CAPA

 — Industry Solutions

Dental labs - clinic orders, job status, logistics

 — Industry Solutions

SMB recruiting agencies - client requests, job pipeline, reporting

 — Industry Solutions

B2B catering & corporate cafeterias - orders, shifts, quality

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