Planfix Reviews

Summary: Extensive customization options that allow you to create your own workspace, restrict access to projects, tasks, contacts, directories, and more. Planfix offers extensive customization options, for instance to tailor the workspace according to specific needs and preferences. It’s easy to personalize various aspects such as project settings, task assignments, contact lists, directories, and more.

Positive: Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.

Negative: The interface is sometimes overloaded. There are not enough visual video tutorials. The interface can feel overloaded at times. Additionally, there is a lack of visual video tutorials available, making it challenging for users to quickly grasp the software's functionalities and navigate through its complexities

Summary: 1. We need to handle a specific type of tasks in a conveyor-like fashion.
2. The pricing is quite favorable at the moment.
3. The ability to customize the workspace and everything on the platform by ourselves is a big plus.

Positive: So far, everything is going well. It has all the necessary features for team management, and the price is affordable.

Negative: Perhaps the interface, with its various menus, buttons, and such, can be a bit overwhelming. I haven't figured out yet if there's a way to disable some of it.

Summary: We manage project-based sales. During our growth phase, we realized the need to handle projects within a single system, and Planfix allowed us to streamline the entire process.

Positive: It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.

Negative: It's not the easiest system for newcomers; we'd like to see more use cases for onboarding new users.

Summary: It offers extensive customization options. Plus, there's fast and helpful support that genuinely resolves issues and provides assistance.

Positive: We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.

Negative: Subjectively, switching between descriptions and checklists isn't very convenient.

Summary: This service is highly adaptable and, in my view, fulfills the needs of both individuals and organizations admirably. It strikes an excellent balance between cost and functionality.

Positive: Planfix has made a significant impact, reducing deal closure time, streamlining our sales processes, speeding up inquiry response times, enabling customer segmentation, facilitating the creation of sales management dashboards, and automating our sales funnels. The Support team is truly exceptional, displaying unparalleled openness and eagerness to assist with problem-solving.

Negative: The absence of notifications in the mobile version (due to my phone's lack of Google services) is a minor drawback.

Summary: A complete toolbox for personal use and business planning. Thanks to Planfix, we've integrated and automated numerous business processes.

Positive: Automation of document generation from templates, flexible parsing of HTTP response data, organization, tracking, and email document delivery to partners from tasks, flexible analytics, and reporting.

Negative: Lack of workspace functionality in the mobile app. It would be great to have better usability in the app; some aspects are not very intuitive.

Summary: A highly adaptable and continually evolving tool that easily aligns with various industries. Thanks to Planfix, we've integrated and automated numerous business processes.

Positive: We have streamlined the operations of our HR department significantly. It's convenient to manage all aspects of the hiring process, from requisition to candidate selection. Planfix's versatility has enabled us to centralize communication with applicants within a single system. The extensive range of integrations has greatly improved our interactions with recruitment websites.

Negative: At times, Planfix can be overwhelming with its abundance of features.

Summary: We have been able to address most of our management challenges and automate numerous processes. Thank you for providing us with a sophisticated yet highly flexible system!

Positive: We conducted an extensive search for a project management system, and Planfix stood out due to its voice task assignment feature and the availability of a mobile application.

Negative: We had to engage an integrator to customize Planfix to align with our business processes.

Summary: A wonderful builder with effective project management features and customer funnels. Helped us automate most of our tasks.

Positive: Only in Planfix we succeeded to set up funnels that suit us perfectly. For example, we've got one sales funnel that covers the customer's journey up to contract signing and payment. Then there's another funnel - docflow, with several stages, which we can now track easily. When we close a sale, a company card is automatically created in the second funnel and gets assigned to the responsible lawyer handling the paperwork. This automation has freed up 80% of my time.

Negative: So far, everyone, including our users and the platform configuration team, is content with what we've found.

Summary: This system has allowed us to automate a multitude of tasks, including sending messages to clients at their preferred times.

Positive: Planfix makes it a breeze to automate those mundane tasks, freeing up time for more creative and strategic endeavors. With features like recurring tasks, reminders, and versatile workflows, you won't miss a beat while keeping those deadlines in check.

Negative: The interface may seem a bit unfamiliar in places, but as you get the hang of the system through the learning curve, it becomes second nature. Of course, like with any other system, you'll need to invest some time in getting to know it.

Summary: It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.

Positive: We've been with Planfix for a while, and the system keeps surprising us with new features. For instance, the folks recently added automatic access rights assignment for Support team in the scenarios. They listen to our wishes and make them happen, which is awesome.

Negative: Not always a fan of the design updates. They added icons to the main panel, which looks nice, but now not all sections (we have a lot of them) fit, so we either have to scroll or move them to the additional menu.

Summary: This system has helped ease my workload, allowing me to dedicate more time to development and marketing.

Positive: I tried out 5 services before stumbling upon Planfix. I was drawn to its flexible features, especially the Gantt Chart, which is exceptionally well-executed in the system. It provides a visual representation of task deadlines, their dependencies on each other, and allows for interactive date and dependency adjustments.

Negative: So far, I'm liking all the functionality. The overly bright UI can be a bit distracting at times.

Summary: This service is fantastic; we've customized it entirely to suit our needs. It's a user-friendly and flexible project management system.

Positive: It's a breeze to keep track of a project's lifecycle - how much time we've spent on design, how much fixing bugs ate up. Plus, there are fancy graphical reports!

Negative: Initially, the system can be a bit confusing, and its design is somewhat lacking.

Summary: It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.

Positive: Planfix offers a wide range of integrations, including compatibility with mapping services. It not only displays tasks on the map but also has the capability to calculate routes between them, providing information on the total distance and estimated travel time - a highly convenient feature.

Negative: In principle, there is ample functionality available, but not all of it has been implemented in the mobile version.

Summary: It's a great fit whether you're a small business, a medium-sized one, or even a big player. It'll help you fix up and automate like 95% of all the processes in your company.

Positive: This system is simply excellent for project management, task organization, and client communication! You can customize it for anything, from a basic task management tool to your very own "spaceship".

Negative: The learning curve can be a bit long, but thanks to the support team and some pre-made setups, getting the hang of it gets way easier.