How is Planfix different from generic task or CRM tools?

Planfix is built as an operational system rather than a narrow ticket or sales tool. You run tours, B2B orders, and returns on the same data model with tasks, projects, and CRM in one place. Planner boards, data tags, Client Dashboard, and Planfix AI Dataminer give you live control over work, numbers, and communication instead of separate inbox, spreadsheet, and CRM islands.

Can we start small and grow our setup over time?

Yes. Distilleries usually start by routing all tour and order communication into one Planner board. You can begin with a few fields and simple status sets, then add data tags, Project Totals, and automation as your team gets comfortable. Planfix lets you expand by product line, site, or market tier without rebuilding from scratch, so your setup grows step by step with the business.

How does Planfix help with returns and compliance?

Returns, claims, and compliance checks become structured workflows instead of ad hoc threads. Each return task holds reasons, photos, lab results, transport details, and credits in one history. Data tags log costs and quantities, while reports highlight trends by product, partner, and channel. You get a clean audit trail for each case and portfolio level views that show where issues cluster and where margin is leaking.

What about data security for customer and partner information?

Planfix provides granular roles, access rights, and audit logs so customer and partner data stays protected. You control which teams and external contacts see specific tasks, comments, and documents. External access goes through Client Dashboard, which shows only shared items. All key actions are logged, and you can combine this with your company policies on passwords, two factor authentication, and allowed networks for a controlled environment.

Distillery Tour And B2B Operations Software

Run Tours, Orders, And Returns From One Place

Capture every request in one system, plan tours and shipments against real capacity, and close each interaction with proof and clear numbers. Planner, tasks, and data tags give you one live board instead of scattered email, chat, and spreadsheets.

See Planner In Planfix

Unified Demand Capture

Capture every tour request, B2B order, and return in one queue that your team can actually see.

Capacity-Based Planning

Plan tours, shipments, and inspections against real staff schedules, rooms, and stock so you avoid overbooking.

Evidence And Settlement

Close each visit, shipment, and return with photos, logs, and credits so later audits stay simple.

Start With One Simple Win

Begin by funneling all demand into one queue. Use email to ticket and channel to task so every guest and distributor message becomes a task. Add a few fields and three conditional Planner lists for tours, B2B orders, and returns.

Create Tasks From Email

Live Planner Updates

Client Dashboard In Action

Live Planner Updates

Drag tours from confirmed to completed and Planner rewrites assignee, status, and dates through conditional lists.

Stop editing fields by hand because moving cards across lists updates the underlying task data automatically.

Keep teams aligned because everyone sees the same live board for tours, orders, and returns.

Explore Planner Board

Client Dashboard In Action

Open a distributor record in Client Dashboard and show open tours, orders, and returns in a clear portal.

Share status and documents with partners while keeping internal comments and automation private.

Cut status calls because partners check progress themselves and reply directly inside shared tasks.

See Client Dashboard

Every Request Captured

Every channel becomes a task so tour inquiries, pallets, and problems stop disappearing into personal inboxes.

No More Overbooking

Planner shows tours, shipments, and returns against real calendars and workloads so you stop saying yes when you should not.

Faster, Fair Returns

Evidence, reasons, and credits live in one thread so you settle returns quickly and protect margin and trust.

Scattered Demand

You start the week with crowded inboxes and chats yet still lack one clear picture of work ahead.

Teams Pulled Apart

Guides, production, and warehouse react to their own lists so no one sees true priorities across the operation.

Stress Before Peaks

Weekends, promotions, and exports feel risky because you do not trust your tools or your numbers.

How Planfix Delivers Reliable Operations

Capture every request in tasks, qualify and prioritize by value and risk, and plan work against real rooms, people, and stock. Close the loop with photos, logs, and credits while AI Dataminer and speech recognition keep data flowing into fields and tags.

Learn About Data Tags

What Your Operation Looks Like With Planfix

You run tours, B2B orders, and returns from one calm control panel. Your team sees what is next, what is blocked, and what is done. You see the true value of each product, partner, and channel, not just raw volume.

Charts And Graphs

Calm Before Busy Days

You feel ready for weekends, events, and promotions because one board shows commitments and risk across the operation.

Confidence With Big Orders

Large orders and exports feel manageable because status, documents, and capacity are always up to date.

Control When Things Break

When a return appears you see root cause, evidence, and next steps so the team moves quickly.

A Day In The Distillery With Planfix

You run tours that start on time and feel personal because guides see clean history and upsell prompts. You ship orders that match spec and paperwork. You handle returns with structured reasons, photos, and fast credits so partners stay loyal.

Companies And Contacts