What makes Planfix suitable for PR agencies?

Planfix centralizes client messages, drafts, approvals, media replies, and pickups in one workspace. Each item is a task with an assignee, deadline, and status. Conditional boards update fields when you drag a card, and client dashboards show real work without you exporting anything.

Our clients use messengers. Can Planfix handle that?

Yes. If a client sends content in WhatsApp or email, Planfix can turn it into a task and keep the full thread. You can link the task to the client, add fields, and run the usual approval process. This way you do not lose source materials or timestamps.

How do we track stuck approvals?

Approval steps are modeled as statuses with clear performers. You can send the task to the client dashboard or by email so the approval is timestamped. If the client delays, the task still shows who is holding it and for how long, so you can prove the delay during reporting.

Can we automate client-ready reports?

You do not need to collect data in Excel. Planfix reports pull tasks, approvals, coverage metrics, time, and even media pickups directly from structured data in the system. You can reuse report templates for every client and share them through the client dashboard in minutes.

PR Agency Workflow Software

Manage All Client Work In One Place

Bring client inputs, drafts, approvals, media replies, and pickups into one workspace. Auto triage them, send to the right person, approve on time, and report back with proof using Planner boards, status sets, and client dashboards.

Omnichannel intake

Intake Every Request

Turn email, messengers, and calls into tasks linked to the client.

Run Approvals

Draft, review, and approve in one task so versions never get lost.

Report in Minutes

Pull coverage, time, and approvals from live data, not spreadsheets.

Start With The Fastest Win

Start with channel to task: every new client message becomes a task with the right client, deadline, and assignee. No scattered WhatsApp threads. No lost briefs. Just one source of truth for the account manager.

Connect channels

Capture And Approve Releases

Distribute And Work With Media

Report To The Client

Capture And Approve Releases

Intake from email and messengers to a task so nothing is lost.

Add fields so automation and status sets can run.

Draft and review inside the task and keep versions clean.

Send to client by dashboard or email for timestamped approval.

Use status sets

Distribute And Work With Media

Attach the media list to the task so outreach stays in one place.

Log journalist replies in the task so inboxes do not hide work.

Convert questions to subtasks with SLAs for faster responses.

Track pickups as data tags so reports are ready.

Track pickups

Report To The Client

Pull tasks, approvals, coverage, and time from reports.

Share via client dashboard so they see real work.

Roll up to project totals for full account visibility.

Reporting in Planfix

Show Clients Real Work

Give clients a dashboard where they see their tasks, approvals, and reports. Drag a task across a conditional board and Planfix updates assignee, status, and SLA automatically so the client always sees current progress.

Client dashboard

If This Sounds Familiar

Scattered materials

Client sends assets in many channels and you must stitch it together.

Urgent reporting

Client wants a report now and you must prove who approved and when.

Approval pressure

You wait for client approvals and cannot prove the delay to the client.

Report To The Client

Pull tasks, approvals, coverage, and time from live Planfix reports. Send the report through the client dashboard so they see real activities, not screenshots. Roll up to project totals by client to give account managers full visibility.

Use reports