Planfix

Pros: Honestly, Planfix is quite underrated as a management platform. As for my experience with Planfix, there's a lot I have to say. Firstly, it is pretty user-friendly for someone new to managing work and projects. The dashboard is easy to navigate and the tools are easily accessible too. The best part about using this platform is that you can personalize it via integration that is available with various platforms. Their customer service is also reasonably responsive.

Cons: Not that I have countered any downside on my own, however, there are many good competitors of Planfix that are going great. So, I would suggest they work more on expanding their reach and adding more custom tools to their dashboard.

Overall: All-in-all Planfix helps you automate most of your work, offering you the benefit of automating your workflow at the initial stage itself. It thus, helps in improving the efficiency and quality of services you want to provide.

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

Cons: 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

Overall: 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.

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

Cons: 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.

Overall: 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.

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

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

Overall: 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.

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

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

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

Pros: 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.

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

Overall: 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.

Pros: 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.

Cons: 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.

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

Pros: 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.

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

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

Pros: 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.

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

Overall: 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!

Pros: 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.

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

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

Pros: 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.

Cons: 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.

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

Pros: 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.

Cons: 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.

Overall: 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.

Pros: 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.

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

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

Pros: 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!

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

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

Pros: 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.

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

Overall: 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.

Pros: 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".

Cons: 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.

Overall: 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.

Pros: When I had a ton of tasks to manage, and it felt like I was constantly falling behind, I realized we needed a system that could not only make task management simpler but also automate our work processes as much as possible. A colleague suggested Planfix, and I jumped right into checking it out. At first, it seemed pretty fancy and overwhelming, so I gave it a pass. But fast forward two years, I came back to Planfix, armed with experience from other systems that just couldn't keep up with my growing demands.

Cons: The lack of a dark theme is a bit of a bummer. It'd be cool to have the option to switch between a light and dark theme.

Overall: If you've been on the hunt for a system that you can tweak to fit your exact needs, centralize all your work in one place, and run it on your own domain, then Planfix is your go-to solution.

Pros: One-click task assignment, convenient notifications through email and Telegram bots, and user-friendly reporting. I must highlight the ability to influence the current development plan, ensuring that the desires of the majority of users are heard. I haven't encountered such an opportunity anywhere else.

Cons: Everything suits us; the system meets our needs perfectly.

Overall: We are pleased that our entire company transitioned to Planfix. Communication within the company and task management have become significantly faster and easier. The notification system is impressive; we never miss important tasks or comments.

Pros: Loads of settings options for a quick kickstart. They even introduced a PlanFix course to help us get the hang of things faster. Plus, CRM setup came to the rescue once in getting the hang of PlanFix's capabilities.

Cons: Back in the day, the interface was a bit of a bummer with its outdated look. But hey, things have changed for the better, and now it's super user-friendly and actually enjoyable to use.

Overall: The system's functionality has allowed me, as an Operation Manager, to realize all my requirements with ease — simple, clear, and seamless integration with email, Telegram, and more.

Pros: The system's incredible flexibility, which doesn't require any coding, is a real game-changer for someone like me, a Chief Accountant. It allows us to set up projected cash flows, plan expenses, and track accounts receivable, all within one integrated system. Managing client interactions is a breeze, without the need for external services, ensuring we pay attention to every detail. It records every email and action meticulously, and even during phone calls, we can easily add extra client data or summaries to their profile. This super-efficient approach means we can access vital data and agreements in no time.

Cons: In the beginning, the system might seem a bit overwhelming due to its complexity. It takes some time and effort to get the hang of it, but there are plenty of learning materials to help kickstart your journey with Planfix.

Overall: Thanks to PlanFix, we've significantly reduced our reliance on multiple software applications, making our operations smoother across various areas and almost every department in the organization. This software has become an invaluable asset for improving task management efficiency and speeding up our accounting processes.