---
description: Review of Planfix Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: Planfix | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Planfix

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> 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.&#10;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.&#10;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.&#10;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.&#10;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.&#10;We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal.&#10;More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
> 
> Verdict: Rated **5.0/5** by 8 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 8 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Planfix

## Commercial Context

- **Starting Price**: US$0.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: FREE:  0$; &#10;PLAN A: 11.95$ per user/month (billed annually);&#10;PLAN B: 17.95$ per user/month (billed annually);&#10;PLAN X: 27.95$ per user/month (billed annually)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Czech, English, German, Italian, Polish, Russian, Spanish, Ukrainian
- **Available Countries**: Armenia, Australia, Austria, Belgium, Bulgaria, Canada, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Georgia, Germany, Greece, Hungary, Iceland, India, Ireland and 22 more

## Features

- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Billing & Invoicing
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Management
- Customisable Branding
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Drag & Drop
- Electronic Payments

## Integrations (38 total)

- Albato
- Brevo
- Calendly
- CallGear
- ChatGPT
- Chatra
- Dropbox Business
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Forms
- Google Maps
- Google Translate
- Instagram

... and 23 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 24/7 (Live rep)
- Chat

## Category

- [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software)

## Alternatives

1. [WPS Office](https://www.softwareadvice.co.nz/software/280599/wps-office) — 4.5/5 (1532 reviews)
2. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8393 reviews)
3. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews)
4. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
5. [Asana](https://www.softwareadvice.co.nz/software/5576/asana) — 4.5/5 (13547 reviews)

## Reviews

### "We implement Planfix, an excellent product" — 5.0/5

> **Andrii** | *19 September 2023* | Computer Software | Recommendation rating: 10.0/10
> 
> **Pros**: 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.
> 
> **Cons**: 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\!

-----

### "Great tool Planfix" — 5.0/5

> **Andrii** | *24 March 2024* | Printing | Recommendation rating: 10.0/10
> 
> **Pros**: Flexibility of the system. Planfix is a flexible designer. Planfix has and consistently adheres to its own philosophy. This approach does not allow turning the product into a chaotic system. On the contrary, Planfix constantly develops in accordance with a given vector. New improvements appear regularly, which make the system even more interesting and functional. Also, I can say that I encountered here the best support service that I have ever experienced.
> 
> **Cons**: It takes some time to get used to the service. Also, there is still no partner company in Ukraine that is an official representative. Therefore, it is necessary to pay for services through bank cards of an individual.

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### "projector of my tasks" — 5.0/5

> **Angie** | *27 March 2024* | Gambling & Casinos | Recommendation rating: 9.0/10
> 
> **Pros**: With the management system it helps me manage each task for each day, I really like it because of its ease of use from the beginning I did not have to ask for advice or training to learn how to use it correctly, it gives me the advantage of having a more organized work each task so as not to forget and have a more productive performance
> 
> **Cons**: I feel satisfied with all the functions, they have everything I need without failures or inconveniences since use
> 
> I improved my management control with each client, better managing every detail by being able to automate processes that simplify each task and be able to do everything faster

-----

### "Extensive Customization Capabilities" — 5.0/5

> **Alexi** | *22 November 2023* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: When the volume of tasks became substantial, and I found it challenging to keep pace with them, it became evident that we required a system capable of not only simplifying task management but also facilitating the maximum automation of our work processes. A colleague recommended Planfix, and I promptly embarked on an exploration of the platform. Initially, the system appeared to be quite sophisticated and intricate, leading me to initially decline its adoption. However, two years later, I revisited Planfix, equipped with insights gained from other systems that proved inadequate for accommodating my expanding requirements.
> 
> **Cons**: The absence of a dark theme is a minor drawback. It would be advantageous to have the option to toggle between light and dark themes.
> 
> Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more. Virtually all the ideas I've had have been effortlessly realized within Planfix.

-----

### "Transformer system" — 5.0/5

> **Mary** | *27 November 2024* | Human Resources | Recommendation rating: 10.0/10
> 
> **Pros**: Technical support. Possibility of extending the functionality of the system - ready made solutions, integrations.
> 
> **Cons**: There are a million button colors to choose from, but no dark theme
> 
> Thanks to Planfix, managing task fulfillment has become much faster and easier. Everything is simple and straightforward, with many integrations that reduce the number of programs used.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/348158/planfix)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/business-management/planfix-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/348158/planfix> |
| en-GB | <https://www.softwareadvice.co.uk/software/348158/planfix> |
| en-IE | <https://www.softwareadvice.ie/software/348158/planfix> |
| en-NZ | <https://www.softwareadvice.co.nz/software/348158/planfix> |

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