Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated Planfix Alternatives

Planfix Reviews & Product Details

Volodymyr O.
VO
Project Lead
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

The main advantage of Planfix is that it doesn't dictate the terms under which your business should operate. With Planfix, you can configure your company's operations according to your own rules and standards. This system contains nearly everything needed for organizing work across a majority of company types, with an extensive array of configurable fields. I especially want to highlight the automation element; it's incredibly powerful here. You can automate not only small tasks but also entire processes. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

To configure Planfix, you need to understand how your company operates or how specific processes are carried out within it. Planfix won't provide suggestions or make decisions for you regarding what should happen and what fields, for example in a client card, should be present in your specific industry. Planfix is for professionals who are knowledgeable about their workflows. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

With the correct setup, no element will be lost, and no task will be overlooked. Furthermore, I've managed to automate the majority of routine tasks using it. Review collected by and hosted on G2.com.

Planfix Overview

What is Planfix?

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Planfix Details
Languages Supported
English
Show LessShow More
Product Description

The Planfix platform allows an organization to manage its entire business online. Regardless of the size and industry of your business, Planfix is an excellent project and work management tool. Your company gets a management system that is completely customized, from the process design to the appearance. One integrated platform allows Planfix users to manage tasks and projects, CRM, sales, marketing, production, logistics, support service, finance, and human resources all at once. There is seamless data transfer between teams - for example, a transaction during the implementation stage becomes a project, and then it is transferred to support. Flexible access settings allow users to view only the information they need for their productive work, while managers can view the entire business process. You can configure and control various business processes within the company without knowing any programming language. In addition to project management, client accounting, task management, online Gantt charts, email integration, calendar, event chronicles in real time, analytics and reporting, external users' connection, linking accounts, and many others, the platform offers a wide range of powerful features. Whether you are a newbie or a tech-savvy user, Planfix is ideal for you. Experienced users will find in Planfix advanced features not available in other services and systems. These features include extensive customization and automation possibilities, flexibility for building projects, and the ability to automate complex business processes. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for business as well as non-profit organizations, public associations, and any other group of people working towards a common goal. More than 68 000 users use this platform to automate business workflows at more than 7000 companies.


Seller Details
Year Founded
2019
HQ Location
San Diego, US
Twitter
@planfix
41 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®

MG
Overview Provided by:

Recent Planfix Reviews

RM
Ramina M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Our experience with Planfix"
Due to our business closely related to communicating with customers day-to day, we use Planfix every single day. The interface is nice and easy to ...
AK
Andrii K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Planfix is a constructor that I have been looking for for a long time"
I believe that the fundamental feature of Planfix is that this system has a well-thought-out philosophy of its structure. That is why Planfix, cons...
KG
Kanuthia G.Small-Business (50 or fewer emp.)
4.5 out of 5
"Workforce Management Made Easy With Planfix"
When it comes to project management, Planfix offers all our business needs and it is flawless to use. The software also doubles up as workforce ma...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Planfix Media

Planfix Demo - Kanban, scrum, and variations
Kanban boards, tables, lists and calendars and other tools for Project Management
Planfix Demo - Whiteboard
Visualize your ideas on the mindmap and transform them into tasks
Planfix Demo - Gantt Chart
Manage and track tasks and projects in one interface
Planfix Demo - Time-tracking
Analyze time your teams are spending on individual and group tasks
Planfix Demo - Project Management
Set up a hierarchy of projects and tasks with the desired structure and complexity
Planfix Demo - Planners
Automate company's workflows and project management
Answer a few questions to help the Planfix community
Have you used Planfix before?
Yes

17 out of 18 Total Reviews for Planfix

4.7 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
17 out of 18 Total Reviews for Planfix
4.7 out of 5
17 out of 18 Total Reviews for Planfix
4.7 out of 5

Planfix Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for PlanfixQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
RM
Head of Marketing
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

Due to our business closely related to communicating with customers day-to day, we use Planfix every single day. The interface is nice and easy to understand once you get the hang of it. Our team is satisfied about experience with Planfix, we were really happy when all of the things which our business required was possible due to functionality. What I personally find amazing, is how Planfix team communicate with its users and updates about recent news. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

We would be excited to see direct integration of whats app (without third party). And possibility of integrationg Planfix with more partners especially in Kazakhstan. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

We have a lot of customer data which is very important for us to keep, Planfix allows us not only for CRM but also for keeping an electronic copy which is easy to customize at any moment. Review collected by and hosted on G2.com.

AK
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Planfix?

I believe that the fundamental feature of Planfix is that this system has a well-thought-out philosophy of its structure. That is why Planfix, constantly expanding its functionality, does not allow the user to plunge into chaos. After understanding and orienting myself in the main idea, the initial complexity of perceiving the system quickly passed for me. I received an excellent and quite flexible instrument for organizing and automating the processes of my company. Planfix is a low-code product, while it is quite clear. We can make most of the necessary settings ourselves.

Currently, we have reduced all communication channels with our clients to Planfix: e-mail, social networks, messengers. We put order in our internal communication, set up the main process of interaction with clients. Through the "Analytics" tool, we organized our nomenclature with all parameters - one of our directions is commodity business. Integration with postal carriers is almost ready to automate the creation of waybills and tracking of shipment statuses. There will be a report later and I hope for a lot more :)

The support service deserves special attention - for me, this is a good indicator of the performance of the entire service. All my queries were handled quickly and I got the prompts I needed. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

A conditional disadvantage can be called the fact that it takes time to study. But for me personally, it was an interesting path, I was interested in watching educational videos.

When setting up product groups and nomenclature, I wanted to have an instrument of interconnected fields. But he is not there now. It seems to me that this significantly added attractiveness to the system. At least I know that such a development has been announced.

Another disadvantage for us is that Planfix does not have an official representative in Ukraine. Therefore, we are not able to pay bills from a company, but can only pay from an individual. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

1. Organization of internal and external communication.

2. Workflow management.

3. Analysis of the effectiveness of our processes. Review collected by and hosted on G2.com.

Tony A.
TA
General Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Planfix?

I actually really like this software that helps me in my daily life to have precise planning of my tasks, I have a precise order that helps me not forget tasks and to stay up to date with my work duties, its easy access and use They have made me perform more and be able to make better use of my time. It is a very complete software because it has several features that are essential to better manage projects. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

something I don't like is difficult to answer because in reality I like everything because of its good functions. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

I have a more organized job having the advantage of being able to plan each day of my work and not forget tasks, your good system transformed my entire work style Review collected by and hosted on G2.com.

Pavel K.
PK
Business Analyst
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

Comprehensive Enterprise Software Solution Tailored for Small and Medium Businesses — All in One Package!

Customizable features to meet clients' unique requirements. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

User Interface: Navigating the interface posed challenges, impacting user experience.

Implementation Complexity: Encountered difficulties in comprehension during the implementation phase. In general, you need to ask a partner to implement Planfix in your company. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

Planfix has proven instrumental in seamlessly collecting and overseeing all leads, deals, tasks, documents, templates, business processes, and communications within our company and in our interactions with clients. This robust solution has significantly enhanced our efficiency and organization, streamlining the management of diverse aspects of our business operations.

It works for different business fields: B2B, B2C, Sales, Education, CRM, ERP, IT, Digital Marketing, Manufacturing etc. Review collected by and hosted on G2.com.

CR
Systems Developer
Medical Practice
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Planfix?

The developr has made this program customizable, where business processes are managed and reports shared. The business needs are well controlled, where individual inputs are ratained and performance improves. The usage in matters implementation and features is simple, straightforward, and distinguished.

Finally, there is adequate resource integration with the software tol bring competent results for companies growth. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

The determination in managing projects and enhancing growth is a focus that the software has maintained, and this brings a sustainable performance. There are candid formation where projects and other resources are shared to increase validity and automate many processes. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

The operations in a company are efficiently managed, where tasks are shared accordingly, and the performance of individuals is well recorded. The relationship between customers and the company is also fully customized and new ideas are shared in terms of insights. The flow of work is also well recorded, this eliminates the possibility of failure. Review collected by and hosted on G2.com.

YJ
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Planfix?

This is the program that ensure every operation in a company are managed online, from communication, finance, and even marketing. This integrated software ensure users can easily manage their projects and tasks online. The establishement of a constant customer support, where valuable coordination and communictaions are done is a merit from the software. The platform has other incredible features including client accountability and customer support. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

There are determined integration from the software, where communication is straightforward, and other business operations are collectively supported. Further, the defination of customer support is also efficient and distinguished. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

The program ensure all tasks are well managed online, and sharing of roles are well included. Besides, the establishement of a relatable CRM, where all the discussions are constantly evaluated and conversations analyzed is also a manageable feature. There are otheer project related organization, where business resources are fully utilized. Review collected by and hosted on G2.com.

Andrii S.
AS
Company specializing in business software integration
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

We are an integration company specializing in the selection, implementation, and support of business software. We are familiar with numerous software solutions available in the world. We began implementing Planfix in 2022. We chose this system because it follows a proven ideology and has been on the market for over 10 years. We were impressed by the price and quality of the product, as well as its scalability for businesses of all sizes. It is suitable for organizing the work of virtually all company departments. You can create unique business processes and integrate various services. We work closely with the Planfix development team to continuously improve this product. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

Specialists are required to set up this software product. That's why we decided to study this system and become a guide for businesses. Due to the extensive capabilities hidden within the Planfix interface, it's challenging to explain the full value to owners and company directors for whom the program is being implemented. As our experience shows, more companies turn to Planfix when they couldn't implement their complex business processes in other systems. And that's pretty cool! Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

Planfix solves the problem of organizing a company's workflow. It facilitates interactions with customers and the company's team. Review collected by and hosted on G2.com.

AK
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

I've been using Planfix for over two years, and this service has become an indispensable part of my work life. It provides incredible efficiency and convenience in managing tasks, projects, and client relationships.

The most important aspect of Planfix for me is its flexibility. I've been able to create and customize workflows that perfectly match my unique requirements. I can confidently say that the system has an intuitive interface and excellent documentation. You can even find setup tutorials on YouTube.

Planfix has also saved me a lot of time thanks to its automation capabilities. The ability to set up scenarios that trigger based on specific conditions and events is simply fantastic!

I believe Planfix is well-suited for setting up service desks and manufacturing workflows, and probably many other fields as well; it's a versatile tool.

A major revelation has been the support team behind this system. Their response time averages just one hour, and their competence level is top-notch.

What's important is that the product is actively evolving. In the two years of using it, I've seen Planfix constantly introduce new features and improvements, taking user needs into account.

In the end, Planfix has become a valuable tool that has improved my workflow and increased my team's efficiency. I'm grateful for this application and eagerly look forward to its further developments. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

I can add that what I currently miss in it is linked fields and a more visual way to work with users in different time zones. But I'm confident that the developers are already working on implementing these features. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

Planfix is solving the problem of efficient task and project management, as well as streamlined client relationship management. This benefits me by providing incredible flexibility in adapting to my specific needs and automating workflows, saving me time and improving team efficiency. The excellent support and continuous product development make Planfix an indispensable tool that enhances my work processes. Review collected by and hosted on G2.com.

Dmitry M.
DM
owner at 4develop.by
E-Learning
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planfix?

The flexibility of Planfix customization, as well as the ability to create any automatic scenarios and processes without programming, which help to automate the workflows of a company of any type of activity.

Planfix is also well suited for project work (IT companies, construction, manufacturing, marketing, equipment maintenance and repair, other service areas). For this purpose, it has the necessary functionality: task setting and control, gantt, kanban, reports, automatic scripts, processes, mindmap. Review collected by and hosted on G2.com.

What do you dislike about Planfix?

I want more customization in the appearance of task cards (for example, names of field sections, the ability to display more than 2 columns of fields in one line). Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

Setting and controlling tasks, pulling data from e-mail and creating contact and transaction cards from them, recurring tasks, templates of tasks and letters, maintaining a client base, mailings and sms to notify clients, a database of ready questions and answers, a system for customer support. Review collected by and hosted on G2.com.

LT
Application Developer
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Planfix?

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

Implementation and integration of Planfix with other apps is easy

In addition, I like that that customizing Planfix to meet our unique business needs is easy

It is the best I have used for management task and it enahnces productivity Review collected by and hosted on G2.com.

What do you dislike about Planfix?

With Planfix, we have had best features and it has helped increase productivity and no issues yet. Review collected by and hosted on G2.com.

What problems is Planfix solving and how is that benefiting you?

We have used Planfix to manage workflow and also for project and task management Review collected by and hosted on G2.com.