A manager sends a short message to request an update on a task. A designer scrolls through his emails, frantically searching for the latest feedback. An accountant needs a contract that now seems lost in a shared cloud folder. Sound familiar?
Many teams store information in a dozen different places:
- Tasks in Trello or Asana.
- Client history in a separate CRM or Excel sheet.
- Docs are scattered across Google Drive or Dropbox.
- Finances and time tracking are managed in separate tools.
It all works – until it doesn’t. If you need a contract quickly, want to check the latest layout, or recall a client’s status, you have to juggle chats, folders, and duplicate tasks.
The fix isn’t chasing the “best” app for every task. It’s about connecting everything in an intelligent, living system. That’s Planfix: tasks, clients, teammates, and docs – all in sync.
Table of Contents
The Anatomy of the Planfix Ecosystem: How Everything Connects
Imagine how our brains are able to connect thoughts, images, and actions. This is precisely how Planfix works. It connects clients, projects, tasks, and files into a single, living system where everything is in the right place and ready when you need it.
Everything About a Client, One Click Away
In Planfix, a client isn’t just a name on a list. It’s a full profile with:
- Active and completed projects.
- Tasks.
- Emails and calls.
- Invoices and documents.
In the card itself, a manager can instantly get answers to questions like:
- What are we working on with this client?
- Who’s handling it?
- What’s the total budget?
- Any unpaid invoices?
- Any recent activity?
A clear, immediate overview saves time and ensures that everyone stays on the ball.
Profitability and Risk Forecasts Made Simple
In Planfix, each project contains all the associated tasks, people, budgets, and numbers in one place. When team members log their hours, Planfix automatically adds them to the project budget. Income, expenses, and payments? The system links them directly to the project.
Supervisors can instantly see:
- How many hours were spent.
- What has been invoiced and what has been paid.
- Where tasks currently stand.
- The planned vs. actual profitability.
This means that you don’t just react to budget overruns, but recognize them in advance. Plus, you can make decisions based on facts, not gut feelings.
Everything About the Task, Inside the Task
In Planfix, a task isn’t just a to-do list – it’s a whole workspace. You can attach briefs, drafts, contracts, or invoices, all of which can be versioned, allowing you to track who made which changes and when. Each task also has a built-in chat, file sharing, and messaging, including private messages that are only visible to selected employees.
This means:
- No more errors due to outdated files. Everyone works with the latest version.
- All communication and content stay within the task, not various messengers and folders.
- Everyone sees what to do, what to use, and what was said previously.
This increases both the speed and quality of work by avoiding additional messages and duplicating efforts.
Client Collaboration: Simple and Secure
With Planfix, you can also invite clients, contractors, and freelancers into specific projects or tasks. Don’t worry, you can control exactly what they see and do – no more oversharing or under-informing.
Why it works:
- Clients don’t have to ask for updates – they can see everything in real time.
- More transparency means more trust.
- Managers save time because they no longer have to manually send reports, status messages, or documents.
This all leads to a smooth and secure collaboration where everyone is on the same page.
All Your Project and Client Data Tags in One Place
When tasks, projects, clients, and finances are brought together in one system, you get a clear, comprehensive picture and the ability to make decisions based on real data. In Planfix, data tags are based on the relationships between items, not manual Excel reports.
Here are some reports you can access with just one click:
- Financial report: “Show each client’s profitability this quarter (revenue minus time costs)”.
- Resource report: “Who’s overloaded, and who has bandwidth?”.
- Client report: “Clients with no activity in the last 30 days”.
You can also turn these reports into charts or graphs, design them with custom templates, and even schedule them to be sent automatically to managers or clients. In turn, you make faster, more informed decisions.
Managing is Easier When Everything’s Connected,
Planfix isn’t just another tool for tasks or clients. It’s a complete ecosystem. Instead of bouncing between messengers, spreadsheets, cloud drives, and CRMs, you work in a single space, where everything’s always at your fingertips.
Tasks, projects, people, files, and finances all move in sync, reinforcing each other in one smooth workflow. You get the following:
- An up-to-date source of truth.
- Reduced time searching for info.
- Complete transparency of project profitability.
- Greater transparency for your team and clients.
When everything’s connected, work becomes clear, easy to manage, and much more predictable. That’s the structure Planfix brings to your workflow.
