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Average Ratings 121 Ratings

Total
ease
features
design
support

Average Ratings 57 Ratings

Total
ease
features
design
support

Description

Miro helps you keep your team's minds in sync. Miro is a virtual whiteboard and remote collaboration tool that helps cross-functional teams collaborate more effectively to create great things. Miro isn't a video conferencing tool, and Miro doesn't try to be. Miro's goal is to provide a platform for teams who work most effectively across areas, geographies, timezones to get more out of their ideas when they can't all be in the office together at the same time. It includes over 200 pre-made templates to capture and visualize ideas, collaboration tools like comments, chat screen sharing and video chat and integrations with popular business tools. Miro AI is your team's ultimate boost, empowering you to unleash your creativity and productivity like never before. We are your launchpad to the future, providing the assistance you need to bring your next big idea to life. Let Miro AI help you unlock the full potential of your team's innovation and collaboration capabilities.

Description

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. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Drive
Google Forms
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Word
Rambox
Stackreaction
Zapier
Barndoor.ai
BasicOps
Boost Note
Brevo
Google Authenticator
Jira Work Management
NEXT
Slack
Telnyx
Workona

Integrations

Gmail
Google Drive
Google Forms
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Word
Rambox
Stackreaction
Zapier
Barndoor.ai
BasicOps
Boost Note
Brevo
Google Authenticator
Jira Work Management
NEXT
Slack
Telnyx
Workona

Pricing Details

$8 per month
$10 per month if paid monthly
Free Trial
Free Version

Pricing Details

$0 per user per month
FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Miro

Founded

2011

Country

United States

Website

miro.com

Vendor Details

Company Name

Planfix

Founded

2019

Country

United States

Website

planfix.com

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Agile Project Management Tools

Introducing the ultimate solution for Agile teams looking to enhance their workflows. Elevate your Agile methodologies with features designed for remote PI Planning, Daily Stand-ups, Sprint Planning, and Retrospectives. Transform your concepts into reality using a variety of Templates, Planners, and Kanban boards, all seamlessly integrated with platforms like Jira, Azure DevOps, and others. Facilitate virtual Scrum Events effortlessly. Utilize the Planner tool to interact with remote participants and significantly reduce the time spent on documentation during PI or Big-Room Planning, Sprint Planning, and Sprint Reviews conducted online via Miro. Keep everyone aligned with succinct summaries during your daily stand-ups, making roadmapping an effortless task. Take action on your ideas. Develop user story maps, prioritize your backlog, and arrange tasks into sprints using tailored Kanban boards. Discover a collection of over 300 ready-to-use templates to kickstart your projects.

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

AI Design

Create the next groundbreaking innovation using just a prompt, a conversation, and a single click: Miro Assist. Broaden your perspective and move forward with ease. Swiftly delve into fresh ideas and synchronize your teams through AI-enhanced mind mapping and diagram creation.

AI Productivity

Create the next groundbreaking innovation using just a prompt, a conversation, and a simple click with Miro Assist. Enhance your creativity and move forward efficiently. Effortlessly delve into fresh subjects and synchronize your teams through AI-driven mind mapping and diagram creation.

AI Tools

Create the next groundbreaking innovation with just a prompt, a conversation, and a simple click. Introducing Miro Assist. Enhance your creativity and progress to the next phase. Swiftly delve into fresh subjects and unify teams using AI-driven mind mapping and diagram creation.

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Collaboration

Introducing your new go-to tool for remote collaboration! Miro is an engaging (and free!) platform designed to facilitate teamwork from any location, at any time. Whether you're brainstorming ideas, strategizing, designing, or executing projects, Miro offers a comprehensive suite of features that support remote collaboration seamlessly. If you're part of a distributed team, working from home, or temporarily operating remotely, you may have experienced the challenges of miscommunication. Such misunderstandings can lead to stress, which ultimately impacts team morale, engagement, productivity, and creativity over time. That’s why effective digital communication and collaboration tools are crucial for the triumph of any remote team. In addition to messaging apps, task management systems, and video conferencing software, Miro's real-time collaboration features ensure your team stays connected and in sync.

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Customer Journey Mapping Tools

Miro offers an ideal combination of organization and adaptability for customer journey mapping, allowing your team to effectively visualize, collaborate, and refine user experiences. Create impactful customer journeys using a variety of templates, including those for persona development, touchpoint mapping, service blueprints, and additional resources. Empower your team to swiftly visualize, collaborate, and enhance your customer experience by integrating data and research to support well-informed decision-making.

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Data Visualization

Consolidate your content and data in a unified workspace that allows teams to gain a comprehensive view, exchange insights, and enhance decision-making. Merge countless tools you love within Miro to integrate your concepts and processes into a cohesive, dynamic environment. Simply paste a link, and you're set! You can incorporate and share real-time data, resources, surveys, videos, and more—all within a single board, establishing a centralized repository of knowledge. Engage in collaboration using robust, interactive features like sticky notes, comments, Talktracks, and beyond.

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Diagram

Data Import / Export
Drag & Drop
Flowchart
For Developers
Mind Map
Multi-User Collaboration
Organizational Charting
Templates

Flowchart

Accelerate your workflow and streamline your daily tasks by using Miro’s flowchart creation tool. Easily outline every crucial step of your process, from initial alignment to final action, while collaborating with your team to visualize your project effectively. Take advantage of our vast collection of templates tailored to your project’s needs. Begin your journey with Miro by selecting a template, collaborating with your team, enhancing clarity, and achieving quicker outcomes. Whatever project you are tackling, we have the resources to support you.

Collaboration
Diagramming
Drag & Drop
Organizational Charting
Process Mapping
Revision Management
Templates
Text to Chart

Gantt Chart

Streamline your design projects and see every task laid out on a single timeline. Facilitate interactive meetings and track progress together, all within a comprehensive Gantt Chart solution. Build a Gantt chart effortlessly online in just a matter of clicks. Choose from a variety of pre-designed templates or craft your own from the ground up using Miro’s powerful project management features.

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Idea Management

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Innovation

Collaboration
Discussion Threads
Engagement Monitoring
Evaluation Workflow
Feedback Management
Gamification
Idea Ranking
Ideation / Crowdsourcing
Open Innovation
Polls / Voting
Trend Tracking

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Kanban

Introducing a visual planning solution that utilizes the Kanban methodology. Enhance your organization and gain quick insights into workflows with this powerful Kanban tool. Collaborate within a unified platform, aligning teams on common goals, highlighting dependencies, and foreseeing upcoming tasks. Miro offers a complimentary Kanban board that is adaptable and user-friendly, facilitating effective teamwork for outstanding outcomes. Oversee your projects from inception to completion while maintaining a streamlined approach.

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Mind Mapping

Miro's mind map creation tool offers a fast and user-friendly solution for teams to gather, arrange, and visually lay out their concepts in an organized manner. Unlock limitless creative potential with the help of AI. Utilize Miro Assist to automatically produce extensive, multi-branch mind maps that reveal new subjects and facilitate idea exploration. Simplify intricate issues effortlessly. Deconstruct complex challenges by identifying underlying factors and examining their connections, while easily reorganizing your mind map and utilizing drag-and-drop functionality to refine your ideas.

Brainstorming
Flowchart
Presentation Tools
Project Planning
Publishing / Sharing
Templates

Org Chart

Utilize Miro's organizational chart feature to craft a visual directory that enhances clarity for teams during the onboarding process and illustrates roles and relationships within the organization. Learn how to effectively represent information and communicate it efficiently to teams throughout the entire organization. Make the process of creating organizational charts straightforward, enabling easy sharing and real-time collaboration. Optimize your time by importing data directly from .CSV files and benefit from automatic layout options to facilitate the efficient assembly of your org chart.

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Process Mapping

Discover an enhanced approach to visualizing essential business data. Unify teams, streamline operations, and expand your organization as you work towards creating the next groundbreaking innovation with Miro's process mapping solutions. Identify inefficiencies and refine workflows. Utilize Flowcharts, BPMN diagrams, Value Stream Mapping, and Swimlanes to outline your company’s processes, address particular challenges, and optimize resource allocation.

Product Management

In an environment where teams create products that truly resonate and add value, collaboration is key. Uniting teams around a clear product vision, optimizing prioritization processes, and delivering products that customers adore has never been more efficient. Traditional, inflexible feature roadmaps can often hinder progress, particularly since strategies often need to adapt over time. Miro facilitates the articulation of your overarching strategy and timelines while allowing for agile adjustments to more granular plans in response to unforeseen delays or evolving customer demands. Utilizing Miro’s limitless canvas, you gain a collaborative space that eliminates obstacles to customer engagement and consolidates all relevant data, enabling you to conduct in-depth discovery with greater ease. Gather insights from various sources such as competitor websites, surveys, and interviews to uncover potential opportunities or risks. Subsequently, you can effortlessly compile and share essential insights with your team.

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Product Roadmap

Product Roadmap Blueprint. Monitor and synchronize your product's evolution from its initial launch to full maturity by creating a comprehensive roadmap. Ensure you meet timelines and maintain a clear focus throughout the entire development journey.

Collaboration
Content Import / Export
Diagramming
Drag & Drop
Feature Management
Milestone Tracking
Prioritization
Requirements Management
Workflow Management

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management

Empower your team and transform your projects into reality using Miro, the comprehensive workspace designed for effective project management. Simplify your workflow with Miro’s extensive array of project management features. From initial planning stages to final execution, establish a centralized hub that guides your team throughout the entire process. Seamlessly connect your Kanban boards with Jira and Asana to keep track of all project milestones effortlessly. Easily delegate tasks, check in on progress, and solicit immediate input through comments right on your project board.

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Prototyping

Animation
Collaboration
Drag & Drop
Software Prototyping
Templates
UI Prototyping
UX Prototyping
Usability Testing
Version Control

Remote Work

Introducing your new go-to tool for remote teamwork! Miro is an engaging (and free!) platform designed for remote collaboration, allowing your team to connect and work together from anywhere, at any time. Whether you’re brainstorming ideas, strategizing, designing, or executing plans, Miro provides all the necessary features for effective remote collaboration. If you are part of a distributed team, working from home, or temporarily operating remotely, you may have experienced the pitfalls of miscommunication that can arise when working apart. Such misunderstandings can lead to anxiety, which in turn impacts team morale, engagement, productivity, and innovation over time. This is why effective digital communication and collaboration are vital for the success of remote teams. In addition to messengers, task management tools, and video calls, Miro’s real-time collaboration capabilities ensure your team remains connected and aligned.

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Retrospective

Conduct retrospectives that embrace inclusivity. Reflect on both the successes and challenges faced, emerging from the session with actionable insights and strategies to enhance workflows and empower your team to achieve greater success. Encourage all team members to revisit past projects and pinpoint both achievements and setbacks. Utilizing Miro simplifies the process of facilitating a retrospective, allowing the team to collaboratively address existing obstacles and brainstorm innovative, streamlined processes.

Screen Sharing

Annotations / Drawing Tools
Desktop / Browser Sharing
Mobile Screen Sharing
Presenter Control Management
Remote Control
Screen Capture
Screen Mirroring
Screen Recording

Scrum

Introducing the ultimate solution for Agile teams. Elevate your Agile methodologies with enhanced remote capabilities for PI Planning, Daily Scrums, Sprint Planning, and Retrospectives. Transform your concepts into reality using a variety of Templates, Planners, and Kanban boards, all while benefiting from seamless integrations with platforms like Jira, Azure DevOps, and others. Revitalize your Scrum events. Whether it’s Sprint Planning, Daily Scrum, Sprint Review, or Retrospectives, you can boost their effectiveness and interactivity with Miro's Agile tools.

Backlog Management
Collaboration Board
Daily Reports
Iteration Management
KPI Monitoring
Milestone Tracking
Prioritization
Progress Tracking
Release Planning
Roadmapping
Sprint Planning
Task Management

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

UI Design

Streamline your UI design workflow with a single comprehensive tool. Generate ideas, build prototypes, and test your concepts seamlessly within one cohesive design platform. Elevate your design strategy with a focus on user experience, crafting a UI that resonates with your audience. From ideation to prototyping, Miro serves as your essential UI design resource, enhancing collaboration and accelerating innovation within your team.

UX

In an environment where teams craft the ideal customer journey, collaboration is key. Engage in creative brainstorming sessions with your diverse team members and actively seek feedback to refine and enhance your product offerings, infusing them with an element of enchantment. Encourage participation from those who may not have a design background during the iteration phase. Cultivate a process that welcomes fresh ideas and viewpoints. By including your colleagues in brainstorming and feedback sessions, you can develop superior concepts, strengthen team dynamics, and amplify your impact within the organization.

Animation
For Mobile
For Websites
Heatmaps
Prototyping
Screen Activity Recording
Unmoderated Testing
Usability Testing
User Journeys
User Research

Visual Collaboration

Work together effectively, whether in real-time or at your own pace. Enhance feedback processes, enable collective decision-making, and boost team involvement. Achieve superior results with Miro's versatile set of tools, which includes everything from engaging workshops to captivating video presentations. Effortlessly gather all contributions and tasks on a single board – integrating classic presentations that reflect your brand with real-time data visuals, actionable items, and flowcharts.

Whiteboard

Elevate your collaborative efforts beyond the conventional whiteboard with Miro. It’s a free tool that offers the simplicity of a whiteboard while providing an expansive array of capabilities. Miro serves as an infinite canvas, equipped with resources that facilitate innovative brainstorming and teamwork. Experience collaboration like never before on our limitless canvas. Bring your ideas to life and forge meaningful connections without the limitations of physical tools or traditional methods. Miro establishes a communal environment for brainstorming, allowing you to work in a way that aligns with your thought process and equipping you with the necessary tools to advance your concepts.

Wireframe

Introducing the latest enhancement to your wireframing arsenal! Effortlessly craft rapid wireframes for applications and websites, brainstorm using sticky notes, design user journeys, and gather references—all within a single wireframing platform. Streamline your wireframe creation process. Miro's extensive collection of wireframe templates and user interface resources enables you to quickly produce low-fidelity prototypes for web pages and product displays in just minutes, regardless of your design background. Elevate your wireframes by leveraging integrations. Utilize Miro's partnerships with Icon Finder and Unsplash to produce detailed and visually appealing wireframes for both apps and websites.

Collaboration
Desktop Interface
Drag & Drop
Feedback Management
Interactive Elements
Mobile Interface
Mockup Creation
Page Linking
Presentation Tools
Prototype Creation
Revision History
Screen Capture
Wireframe Creation

Workflow Management

Introducing the Workflow Template. In today's digital landscape, teamwork is essential, and effective collaboration can significantly enhance outcomes. To establish a seamless collaborative workflow, it is crucial to develop an uncomplicated method for managing the process and enabling quicker iterations without limitations. Miro's workflow template simplifies this task, which is why professionals like project managers, designers, and marketers rely on it to synchronize their efforts and boost productivity during project execution.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Agile Project Management Tools

Planfix facilitates Agile methodologies by offering customizable Planners that encompass Kanban, Scrum, and other frameworks. Teams are empowered to tailor their backlogs, sprints, and boards to fit their unique workflow, eliminating the need to conform to a restrictive tool setup. A single task can be visualized in various Planner formats for developers, managers, and other departments, ensuring that all members remain synchronized with a unified work source, without any redundancy. Users can effortlessly modify task attributes using drag-and-drop functionality, while features like Task Processes, automation, time tracking, Reports, and Task Chat seamlessly link Agile practices to the broader organizational landscape.

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Business Management

Planfix offers a unified management platform that allows various business teams to collaborate seamlessly instead of relying on disparate applications. The Marketing team can effectively manage campaigns, Sales and Logistics can handle customer requests through to fulfillment, HR can streamline employee-related tasks, Product teams can oversee development processes, and Help Desk and Operations can execute their specific workflows. Each team is equipped with a customized Workspace that aligns with its unique responsibilities, while still accessing shared company data. This integration facilitates smoother transitions between departments, reducing redundancy and minimizing contextual gaps as tasks progress from one team to the next.

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Automation

Planfix offers a no-code solution for automating business processes using scripts, Task Processes, personalized statuses, buttons, templates, and rules based on events and conditions. The true advantage lies in the ability to streamline entire workflows rather than just individual tasks. Planfix can facilitate progress by generating tasks, modifying records, dispatching messages and reminders, creating documents, and coordinating activities across teams and departments. Since the automation integrates seamlessly with the existing tasks, Contacts, projects, and Objects that teams utilize daily, businesses can implement comprehensive end-to-end automation without needing to establish a separate automation layer. Additionally, Planfix AI enhances these workflows by analyzing data, extracting structured information, updating fields, and initiating subsequent actions.

Business Process Management

Planfix empowers organizations to design their business processes in accordance with their unique guidelines, eliminating the need for coding. Rather than imposing a set workflow on teams, it allows for the customization of Task Processes, statuses, scripts, buttons, and Custom Objects to accurately represent the genuine flow of sales, approvals, service requests, operations, or documentation within the organization. Automation ensures that routine tasks and transitions are managed uniformly, while employees can focus on areas that require discernment. The reporting features provide insights into the ongoing processes, enabling managers to pinpoint bottlenecks, delays, and workload distribution based on the data collected during actual operations.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Collaboration

Planfix integrates collaboration directly within the workflow. Conversations, documents, decisions, and reminders are all linked to specific tasks, eliminating the need for employees to sift through various chat applications and email chains to find agreements. With features like Comments and Task Chat, involving colleagues, clients, and contractors is straightforward, while maintaining control over what external users can access. Customers who reach out via email or messaging platforms still participate in the unified workflow. This approach ensures that teams maintain context, accountability, and task execution all in one central location, reducing the hassle of toggling between different communication and project management tools.

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Contact Management

Planfix Contacts serves as a unified hub for managing relationships with clients, suppliers, contractors, partners, and other external entities. With customizable fields, teams can tailor contact records to fit their specific workflows while ensuring that associated tasks, documents, and communications remain within easy reach. Regardless of whether a client initiates contact via email, WhatsApp, Telegram, social media, or another integrated platform, the manager can receive and respond to messages directly through Planfix, allowing the client to continue using their preferred communication method. This approach ensures that employees have access to comprehensive communication histories when necessary, minimizing the chances of losing requests across various inboxes and messaging platforms.

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Planfix is a cloud-driven CRM solution designed to align customer relationship management with the specific operational needs of a business. Its customizable fields and workflows empower teams to design sales pipelines that reflect their unique processes, all while maintaining a comprehensive record of customer interactions—from initial inquiries to finalized agreements and ongoing support. Communication from various platforms such as email, messaging apps, social networks, and more remains linked to each customer profile, eliminating the need for managers to piece together context from different sources. With the help of Planfix AI, teams can efficiently gather customer information, fill in gaps, categorize requests, and initiate follow-up tasks, significantly reducing the time spent on manual CRM tasks.

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Digital Workplace

Planfix offers a customizable digital workspace that enables employees to oversee tasks, projects, communications, client interactions, documents, schedules, and organizational data all within a single platform. The workspaces are designed to cater to the specific needs of each department or role, allowing them to concentrate on the menus, planners, reports, and tools that are pertinent to their duties while still maintaining access to the overall company data. This setup simplifies the work environment for employees, ensuring that managers can maintain interconnected processes across various teams. Access controls determine what internal and external users can view, while automation and artificial intelligence streamline routine tasks as information flows throughout the organization.

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Employee Communication Tools

Planfix integrates employee communication directly with their tasks, avoiding the need for isolated chat threads. Features like Comments and Task Chat provide context for discussions, allowing team members to share files, tag each other, reference past messages, set reminders, and easily revisit the complete history of decisions without needing to piece together past interactions. The Chronicle feature consolidates messages and important events into a single feed, enabling employees to reply, accept assignments, or create reminders without the hassle of checking each task individually. This approach ensures that communication enhances productivity rather than adding an extra layer of information for employees to keep track of.

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Gantt Chart

Planfix Gantt charts offer a dynamic approach to viewing project timelines and their interconnections, moving away from traditional static planning visuals. Project managers can easily modify dates, dependencies, delays, overlaps, and milestones right on the chart, allowing them to instantly observe the impact of these adjustments on the overall project schedule. Baselines highlight any departures from the initial plan, and the system's multi-project functionality aids in managing team members whose tasks are distributed across various projects. As the chart is derived from real Planfix tasks, it ensures that planning is closely aligned with team assignments, deadlines, project frameworks, and actual performance metrics.

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Idea Management

Planfix allows you to transform concepts into structured tasks while maintaining the dialogue that surrounds them. The Whiteboard feature provides teams with a visual environment to brainstorm ideas, link relevant themes, and reach a consensus on the next steps before diving into execution. Once an idea is sufficiently developed, it can seamlessly transition into a Planfix task, ensuring that the momentum is maintained. Teams can continue collaborating through Task Chat, share documents, designate responsibilities, establish timelines, and monitor advancements. This approach ensures that the journey from ideation to execution remains transparent, preventing valuable ideas from getting lost in presentation slides, notes, or disconnected brainstorming activities.

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

IT Project Management

Planfix offers IT and development teams a customizable platform to oversee backlogs, sprints, tasks, requests, dependencies, and releases. It allows for varied organization of the same work tailored to the needs of developers, team leads, and managers, eliminating the need for duplicated tasks or disjointed boards. With adjustable Task Processes and scripts, manual routing and status updates are minimized, while Task Chat ensures that technical discussions, documents, and decisions are conveniently located alongside the relevant issues. Additionally, Planfix AI is capable of categorizing incoming requests and extracting organized information, enabling teams to transition more swiftly from a chaotic request to a task that is ready for action.

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Kanban

Planfix offers adaptable Kanban boards via its Planners feature, enabling teams to create lists based on various elements such as stages, statuses, assignees, priorities, projects, or any other criteria that mirror their actual workflow. When a card is moved, the related task value updates automatically, transforming the board into an integral part of the workflow instead of merely serving as a visual aid. Additionally, the same task can be displayed across multiple Planners without creating duplicates, allowing both employees and managers to manage collaborative efforts from various viewpoints while maintaining consistency regarding the core task and its history.

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management

Planfix facilitates the entire product lifecycle, from initial concepts to development and launch. Utilizing tools such as whiteboards, roadmaps, backlogs, tasks, and Agile methodologies, it allows teams to integrate strategy with execution instead of relying on multiple separate platforms for each phase. As work progresses, all relevant discussions, requirements, documents, and decisions are maintained in one place, providing clarity to various stakeholders on the rationale behind the project and prior agreements. Customized workspaces cater to the specific needs of product, development, and other teams, while features like Data Tags and Reports enable assessments of time, expenses, revenue, and other vital product metrics.

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Productivity

Planfix integrates daily operations, communication, scheduling, and automation into a single platform, allowing employees to minimize time spent toggling between different applications and handling information manually. With features like Planners and Chronicle, individuals can concentrate on immediate tasks, while automated recurring tasks, templates, scripts, and reminders streamline repetitive actions. This approach provides managers with a better understanding of priorities and workloads, reducing the need for frequent status inquiries. Additionally, Planfix AI enhances productivity by condensing lengthy conversations, pulling key information from messages, categorizing requests, and assisting employees in quickly accessing pertinent company knowledge.

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Professional Services Automation

Planfix streamlines the workflow for professional services teams by integrating client management, project execution, time tracking, documentation, and financial information into a single cohesive system. Team members can access the client context alongside the tasks at hand, facilitating a seamless transition from discussions to implementation while ensuring that agreements and project specifics remain intact. By tracking planned versus actual time, expenses, income, and various Data Tags, teams gain a comprehensive view of project performance beyond mere completion metrics. Additionally, the use of templates and automation helps normalize repetitive processes, approvals, documentation, and follow-ups, enabling teams to maintain a consistent service delivery as they expand their operations.

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Planfix accommodates projects of varying scales and complexities through its customizable project frameworks, enabling task management, communication, planning, and reporting all within a single platform. Teams can seamlessly transition from overarching project strategies to daily operations without losing track of deadlines, interdependencies, discussions, documents, and accountability. The use of templates streamlines the setup process for ongoing projects, while Gantt charts and planners provide diverse perspectives for both managers and team members on the same tasks. With the integration of Data Tags and Reports, project activities are transformed into quantifiable insights regarding timelines, expenses, resources, and additional metrics, allowing managers to assess not just task completion, but the overall efficiency of progress as well.

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Planfix integrates various elements such as project organization, timelines, task dependencies, workload management, and execution metrics into a single planning platform. With Gantt charts, managers can visualize the impact of modifications in one task on the overall schedule, while features like milestones, dependencies, and baselines facilitate early identification of potential issues before they escalate into delivery challenges. The platform offers useful perspectives for daily operational coordination once the initial plan is established. Since both planning and execution leverage the same tasks within Planfix, team members engage with the most up-to-date plan instead of relying on a separate tool that may reflect outdated scheduling information.

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Remote Work

Planfix enables remote teams to manage their workforce with the same level of precision as teams operating from a single location. By utilizing features such as departmental organization, workgroup assignments, role definitions, time zone adjustments, work schedules, and absence calendars, managers can easily visualize the structure of their distributed teams and identify availability. The Temporary Replacement feature ensures that essential tasks continue seamlessly in the absence of team members. Moreover, external clients and contractors can engage via Planfix, email, or other supported communication platforms while preserving the confidentiality of internal information. With a centralized repository for task history, user permissions, notifications, and reporting, remote teams can uphold clarity and accountability without the need for frequent meetings.

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Scheduling

Planfix Planners integrate individual and team schedules seamlessly with ongoing tasks. Team members can easily view their responsibilities and deadlines, while supervisors can allocate tasks throughout the week, hours, and among team members without the need for an additional planning system. Recurring tasks streamline routine activities, and synchronized workload calendars facilitate better coordination among coworkers, preventing scheduling overlaps. Since the schedule is directly linked to the active tasks within Planfix, any adjustments in timing or assignments remain tied to the original work, eliminating the need for multiple versions of the plan.

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Task Management

A Planfix task serves as more than just a simple to-do item; it acts as a comprehensive workspace that integrates execution with communication. Elements such as assignees, deadlines, checklists, files, custom fields, subtasks, and process data provide teams with a solid framework, while features like Comments and Task Chat capture the discussions and decisions that inform the work. This means that team members don’t have to switch between a task management tool and a messaging app to figure out their next steps. With functionalities like recurring tasks, Task Processes, Planners, reminders, automation, and the capabilities of Planfix AI, this model is versatile enough to handle everything from straightforward tasks to complex, multi-phase projects.

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Planfix integrates time tracking seamlessly with the tasks and projects that employees are working on. This eliminates the need for a separate time collection system, allowing teams to log their actual hours using Data Tags, which are directly connected to the employee, task, project, and the nature of the activity performed. This connection enhances the relevance of planned versus actual analysis, providing managers with a more accurate understanding of resource allocation. Furthermore, the reports generated can leverage this same data for project evaluations, budget management, or calculating hourly wages, thus avoiding the tedious process of manually reconstructing information in spreadsheets.

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Planfix integrates everyday tasks with the overarching business framework. Rather than merely presenting a list of duties, tasks are enriched with customer details, documents, communications, timelines, project connections, and process information. This comprehensive context enables individuals to make informed decisions without having to navigate multiple systems. The platform offers Planners and Workspaces, allowing various teams to manage shared projects in alignment with their specific roles. Automation streamlines repetitive tasks and updates, while Chronicle highlights items that require focus, and Reports provide managers with an up-to-date overview of work progress across different teams.

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management

Planfix streamlines the flow of work among employees, teams, and various stages of a project. With customizable statuses and automated scripts, task handoffs become reliable: assignments can automatically go to the appropriate individual, timely reminders can be issued, and task information can evolve as progress is made. Different teams can view the same workflow in a way that is relevant to them, whether by stage, team member, priority, project, or any other criteria. Additionally, all communication, documents, historical data, and process information stay linked to the task, ensuring that the next person not only gets their assignment but also has the context required to seamlessly continue the work.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management

Planfix offers a comprehensive solution for businesses to streamline employee management and time tracking within a single platform designed for daily operations. With features such as departments, workgroups, job roles, scheduling, time zone adjustments, and leave calendars, managers gain a transparent perspective on staff availability and the allocation of duties. The Temporary Replacement feature ensures that tasks and notifications continue to progress even in the absence of a key team member, minimizing the chances of project delays. Additionally, customizable employee fields and access controls enable organizations to tailor employee information to fit their specific needs while maintaining a cohesive link between personnel data and ongoing work activities.

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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