# Planfix Software Reviews, Demo & Pricing - 2026 > Review of Planfix Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/business-management/planfix-profile --- [Home](https://www.softwareadvice.com/) / [Business Management Software](https://www.softwareadvice.com/business-management/) / Planfix Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Planfix 2026: Benefits, Features & Pricing Wondering if Planfix is right for your organization? Our Business Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Planfix 5.0 [(8)](https://www.softwareadvice.com/business-management/planfix-profile/#reviews) Pricing Starting at $8.00 per year ### About 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 yo... u’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. Wondering if Planfix is right for your organization? Our Business Management Software selection experts can help you in 15 minutes or less. ## Planfix User Interface ## Popular Planfix Alternatives Main Product Planfix 5.0 [(8)](https://www.softwareadvice.com/business-management/planfix-profile/#reviews) Ratings Breakdown - 4.25Ease of use - 4.50Value for money - 4.86Customer support - 5.0Functionality Pricing Starting at $8.00 per year Get Price Alternative Product [WPS Office](https://www.softwareadvice.com/business-management/wps-office-profile/) 4.5 [(1535)](https://www.softwareadvice.com/business-management/wps-office-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.38Value for money - 4.14Customer support - 4.37Functionality Pricing Starting at $29.99 per year Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8460)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1457)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6050)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price ## Planfix Pricing and Plans Starting price: $8.00 per year Free Trial Free Version Basic $0.00 per user, per year Plan includes: - 1 GB Cloud storage, included - Tasks - unlimited - Projects - 10 - Planners - 10 - Contacts - 1000 - Customizable task statuses - 2 - Processes - 1 - Project templates - 2 - Task templates - 2 - Document templates - 2 Read More PLAN A $8.00 per user, per year Plan includes: - 1 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - 100 - Contacts - 5000 - Customizable task statuses - 20 - Processes - 5 - Project templates - 25 - Task templates - 250 - Document templates - 20 Read More PLAN B $18.00 per user, per year Plan includes: - 2 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - 200 - Contacts - 30 000 - Customizable task statuses - 100 - Processes - 50 - Project templates - 100 - Task templates - 1000 - Document templates - 50 Read More PLAN X $28.00 per user, per year Plan includes: - 5 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - unlimited - Contacts - 100 000 - Customizable task statuses - 500 - Processes - 100 - Project templates - 200 - Task templates - 3500 - Document templates - 500 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Planfix Features - Popular features found in Business Management Accounting Billing & Invoicing Client Management Inventory Management Marketing Automation Order Management Purchasing & Receiving Scheduling Task Management Time & Expense Tracking Training Management - More features of Planfix Access Controls/Permissions Activity Dashboard API Calendar Management Client Portal Collaboration Tools Communication Management Compliance Management Contact Management CRM Customizable Branding Customizable Fields Customizable Templates Data Import/Export Document Management Drag & Drop Electronic Payments Employee Management Financial Management HR Management Mobile Access Payroll Management Performance Metrics Point of Sale (POS) Productivity Tools Project Management Purchase Order Management Quotes/Estimates Real-Time Data Reminders Reporting & Statistics Sales Automation Supply Chain Management Third-Party Integrations Time Off Management Vendor Management Workflow Management ## Planfix Integrations Mailchimp Integration rated undefined from -1 review MailerLite Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review Microsoft Word Integration rated undefined from -1 review OneDrive Integration rated undefined from -1 review Telegram Integration rated undefined from -1 review See all 35 integrations ## Planfix User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.3 Value for money 4.5 Customer support 4.9 Functionality 5.0 Have you used Planfix and would like to share your experience with others? Andrii S. Verified reviewer Computer Software 2-10 employees Used daily for more than 2 years Reviewed September 2023 We implement Planfix, an excellent product 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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! Read More AK Andrii K. Verified reviewer Printing 2-10 employees Used daily for less than 12 months Reviewed March 2024 Great tool Planfix 5 Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Reasons for choosing Planfix In my opinion, Planfix is the strongest and most understandable product. Starting from their own philosophy, ending with functionality. Reasons for switching to Planfix Better functionality was needed. Such as the possibility of combining communication channels with clients into a single working window. In addition, process automation is needed, which is well provided by Planfix, as well as interaction with third-party services. We are still working on this. But we already have a vision of how to make the necessary settings with Planfix. Read More Angie W. Verified reviewer Gambling & Casinos 10000+ employees Used daily for less than 2 years Review source Reviewed March 2024 projector of my tasks 5 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 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality 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 Read More AL Alexi L. Verified reviewer Construction 11-50 employees Used daily for less than 2 years Review source Reviewed November 2023 Extensive Customization Capabilities 5 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. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons for switching to Planfix Other systems proved inadequate for accommodating my expanding requirements. Read More MM Mary M. Verified reviewer Human Resources 11-50 employees Used weekly for less than 6 months Reviewed November 2024 Transformer system 5 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. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 Functionality 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 Reasons for switching to Planfix Planfix offers more flexible customization. Read More EA Eli A. Human Resources 11-50 employees Used daily for less than 2 years Review source Reviewed January 2024 A Versatile and Evolving Tool 5 Utilizing calendars for planning is one of life's essential aspects, and its efficient organization within this system significantly simplifies many work-related tasks. I want to express my appreciation to the team for their hard work; they make our work more straightforward and faster. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The system's continuous development is truly impressive. Even when something is already functioning well, these individuals don't rest on their laurels. I genuinely admire this approach to life, as it's a rarity! The information updates are excellent – they explain new features in a simple and understandable manner, immediately igniting your enthusiasm to put them into action. Cons: Webinars are necessary; there are certain questions that are best addressed through online discussions. Read More JS Jacob S. Verified reviewer Marketing and Advertising 11-50 employees Used daily for less than 6 months Reviewed October 2023 Flexible system with powerful features 5 The support team is helpful, responding promptly and in great detail Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: We've been using Planfix for half a year. So far, we're using the system for project and task management. We've only just started setting it up as a CRM. In the future, we plan to move all customer interactions to Planfix. Cons: To configure our custom processes, you need to dive into it. But the functionality is quite flexible and allows you to set up processes as per your specific needs. Reasons for choosing Planfix price and features Reasons for switching to Planfix were looking for a single solution Read More OC Olga C. Verified reviewer Logistics and Supply Chain 2-10 employees Used daily for less than 12 months Reviewed September 2023 Simple interface, simple functions, еase of use. 5 Ease of managing your client base.Rational use of working time when setting short-term and long-term tasks.Full control of work and data analysis. Ratings Breakdown 4 Ease of use 3 Value for money 5 Functionality Pros: Comfortable work with clients.Ability to customize many functions to suit your own needs. Cons: Calls are not identified if a client is entered into the client program using the Company template. 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