How is Planfix different from generic CRM or ticket tools for cooperatives?

Planfix is designed for operations, not just sales. It combines CRM records, task tracking, logistics, and field service in one system. Planner boards, Location fields, and Data tags help you manage queues, routes, and service execution in real time, not after the fact. You also get Project Totals, Client dashboards, and Planfix AI Dataminer so you understand workload, cost, and margin per member while keeping evidence, photos, and history attached to every task.

Do we need to force members to use a new portal to submit requests?

No. Planfix lets members keep using the channels they already trust, such as email, phone, and messengers. You configure email to ticket, channel to task, and telephony integration so each message becomes a structured task with a member, topic, and due date. Your coordinators work in Planner and reports behind the scenes. When you are ready, you can open Client dashboards to selected members so they see shared tasks and reports without changing their daily habits.

How quickly can we start and what is a typical rollout path?

Most cooperatives start with one shared inbox and one Planner board. You centralize requests, assign owners, and set simple SLAs before automating anything. Next, you add Location fields, Data tags, and basic scripts for routing and reminders. Over time, you can introduce Objects for machines or programs, status sets, and more advanced automation. This step by step path reduces change risk and lets the team learn while the system quietly replaces spreadsheets and disconnected tools.

How does Planfix handle data security and access control?

Planfix provides granular roles, permissions, and audit logs so you control who sees which members, tasks, and reports. You can separate operations, finance, and management access or restrict sensitive programs to specific teams. All key actions are logged, including status changes, field edits, and file downloads. Support for custom domains, password policies, and two factor authentication helps align Planfix with your existing security standards while still keeping the system convenient for everyday cooperative users.

Workflow Management Software for Farmer Cooperatives

Farmer Cooperatives - Requests, Logistics, Equipment Service

Planfix turns member requests, deliveries, and equipment service into one controlled workflow so you keep farmers supplied, equipment running, and trust intact.

Turn Member Requests Into One Clear Queue

Capture every call, message, and email as a task so nothing slips through. Use email to ticket and channel to task for farmer channels, then manage all requests on one Planner board with clear owners, priorities, and due dates.

Start With One Inbox And One Planner Board

Start with one shared inbox and board that shows today’s queue. Turn inbound email and messenger traffic into tasks with members and topics, then assign clear owners and SLAs so everyone works from one list instead of scattered messages.

What You Gain With Planfix

Centralize member communication, routes, and service calls in one system. Plan and track work on Planner boards and maps, while Data tags and Project Totals reveal which members, routes, and machine types actually protect cooperative margin.

Fewer Missed Requests

Centralize calls, emails, and chats into owned tasks so member requests are captured, tracked, and closed on time.

Shorter Routes

Plan routes on maps instead of spreadsheets so you cut wasted miles, reduce empty runs, and protect driver time.

Higher Uptime

Track service calls, parts, and follow ups as one lifecycle so machines stay available and outages are handled predictably.

Margin Visibility

Use Data tags and Project Totals to understand cost, revenue, and margin by member, route, season, and crop program.

Keep Requests, Logistics, And Service Under Control

Turn every member request into a structured task with the right fields, owner, and deadline. Plan routes and visits on Planner using Location fields, then track onsite execution with photos, comments, and Data tags from mobile so operations stay visible.

Capture Every Request

Turn email, messenger, and call traffic into tasks with owners and due dates so nothing is missed or lost.

Structured Request Data

Use fields for products, quantities, fields, and machines while AI Dataminer fills them from long member messages automatically.

Route Planning On Planner

Plan routes and visits on Planner using Location fields, then drag cards between regions or drivers to update assignments.

Live Field Execution

Let field teams update tasks from mobile, attach photos, and log Data tags so execution is visible in real time.

Keep Financials And Performance Transparent

Attach time, fuel, and parts to each task using Data tags linked to members, programs, and contracts. Project Totals and reports roll this into per season, region, and program metrics so you see true cost and margin impact.

Commercial Context

Link tasks to members, programs, and contracts so every delivery or service job has clear commercial context in reports.

True Cost Insight

Track time, fuel, and parts with Data tags so you see real cost per route, machine type, and member group.

Board Ready Numbers

Use Project Totals and custom reports to roll up work by region, program, and season and spot margin trends early.

Shared Facts With Members

Share selected tasks and reports through Client dashboards so members see the same facts and disputes drop over time.

Change Without The Headache

Introduce structure gradually without disrupting peak season. Start with one shared inbox and Planner board, then extend with fields, automation, and objects as the team is ready. Coordinators adjust workflows themselves so you avoid heavy IT projects.

Start Small, Grow Safely

Begin with one inbox and Planner board, then add fields and automation as the team is ready for more structure.

No Code For Coordinators

Use simple task screens, drag and drop Planner, and no code workflows so coordinators adjust processes without developers.

Keep Member Habits

Let members keep using email, phone, and messengers while you work in Planfix and later open Client dashboards when needed.

Beyond Spreadsheets

Replace static spreadsheets and paper boards with live Planner boards, maps, and timelines that update as the day unfolds.

More Than CRM

Combine CRM, task tracking, and field service workflows so member care, logistics, and service run in one adaptable system.

Adaptable Platform

Avoid rigid custom code by using a no code platform with Objects, status sets, and automation that evolves each season.

FAQ