Planfix
Planfix, Inc. is a bootstrapped, San Diego-based software company selling a cloud-based, no-code all-in-one platform that combines CRM, project management, task management, workflow automation, and omnichannel communications for SMB, mid-market, enterprise, startup, and nonprofit customers worldwide.
- Company typePrivate
- Founded2019
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Planfix does
Planfix, Inc. is a privately held, bootstrapped software company headquartered in San Diego, founded in 2019, that sells a cloud-based all-in-one business management platform combining CRM, project management, task management, workflow automation, and omnichannel communications into a single configurable system. The platform is built around a no-code customization philosophy and ships approximately 400 built-in tools — materially more than the 40–70 typical of comparable management systems — including proprietary components such as the Data Tags tracking system, event-driven Automation Scripts (Robots), multi-view Planners, Flexible Workspaces, and a Digital Whiteboard. A REST API and 400+ native integrations with messengers (Telegram, WhatsApp, Viber, Instagram, Facebook, TikTok), email, cloud storage (Google Drive, Dropbox, OneDrive), productivity suites (Microsoft 365, Google Workspace), telephony providers, and automation platforms (Zapier, Make, Albato) extend the platform's reach; AI-assisted features include speech-to-text transcription and call analysis for tone, mood, and keywords delivered via the Telephony API.
The company operates a hybrid go-to-market combining product-led growth through a freemium model with unlimited free usage and 14-day trials, enterprise field sales for larger organizations with custom configurations, and a certified implementation partner channel (including Planfix Lab) that delivers ready-made solutions such as the Customer Service package. Revenue is generated primarily through per-seat SaaS subscription licensing across Free, Professional, and Enterprise tiers, with Enterprise pricing handled on a quote basis. Customer segments span enterprise, mid-market, SMB, startups, and nonprofits, with vertical solutions packaged for IT/Telecom, Retail/eCommerce, Manufacturing, Logistics, Real Estate, Healthcare, Education, and Professional Services. Michael Goshka serves as CEO and co-founder; the company employs 11–50 people and has no detected venture funding, institutional investors, or parent company.
Planfix firmographics
Firmographics- Name
- Planfix
- Legal name
- Planfix, Inc.
- Website
- https://planfix.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Planfix, Inc. is a bootstrapped, San Diego-based software company selling a cloud-based, no-code all-in-one platform that combines CRM, project management, task management, workflow automation, and omnichannel communications for SMB, mid-market, enterprise, startup, and nonprofit customers worldwide.
- Ownership category
- akta.pro rank
Planfix industry classification
Industry- Product category
- Project and CRM Management Software
- NAICS
- Computer Systems Design and Related Services (5415), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Business Rules & Decision Management Platforms (BRMS/DMN) (HDAEAKAG)
- akta.pro secondary industry
- IT Incident, Problem & Change Management Platforms (HDAEALAI)
Keywords
Where Planfix is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Markets served
Planfix business model
Business model- GTM type
- B2B
- Offering type
- Software
Revenue model
- Subscription Licensing: SaaS subscription model with per-seat pricing. Offers Free plan (unlimited time), Professional plan with advanced features, and Enterprise tier for large organizations. The 'Professional' plan is required for certain ready-made solutions installation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free Plan - No credit card required, unlimited time usage |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Planfix product offering
Product offeringCore offering
Planfix is a cloud-based all-in-one business management platform that combines CRM, project management, task management, and business process automation in a single customizable system. It offers approximately 400 built-in tools, 400+ third-party integrations, no-code customization, and proprietary features such as Data Tags, automation scripts, and a Planfix AI speech recognition module. It is sold as a SaaS subscription across Free, Professional, and Enterprise tiers.
Product overview
Planfix is a cloud-based all-in-one CRM transformer and project management platform that combines approximately 400 built-in tools into a single customizable system. The core platform includes project management (Projects, Gantt Chart), task management (Tasks, Planner, Whiteboard), collaboration (Comments, Communication via Different Channels), CRM capabilities (Contacts, CRM Transformer, Customer Service Solution), business intelligence (Reports, Data Tags, Workspaces), and workflow automation (Automation/Processes and Scripts). Industry-specific solutions are available for IT/Telecom, Retail/eCommerce, Manufacturing, Logistics, Real Estate, Healthcare, Education, Professional Services, and more. The platform supports 400+ third-party integrations including messengers (Telegram, WhatsApp, Viber), social networks (Instagram, Facebook), email services (Gmail, MailChimp), cloud storage (Google Drive, Dropbox), productivity tools (Microsoft 365, Google Workspace), telephony (VirtualPBX, Zadarma, CallGear), SMS services (Twilio, Plivo), and automation platforms (Zapier, Make, Albato). A REST API enables custom integrations and developer-built applications.
Differentiator
Problem solved
Functional benefit
Products and services
- Planfix Core Platform An all-in-one cloud-based CRM and project management platform that adapts to any business, combining task management, CRM, project management, and business process automation in a single customizable system with approximately 400 built-in tools. Sold via SaaS subscription (Free, Professional, and Enterprise tiers).
- Planfix API REST API enabling developers to create custom web and desktop applications integrated with any Planfix account, supporting custom integrations, workflow automation, and third-party service connections.
- Customer Service Ready-Made Solution
Companies that use Planfix
Customer profileNamed customers5 records
Segments12 records
Planfix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration41 records
AI capability4 records
Feature8 records
Planfix partnerships and signals
Strategic signalPartnerships
33 partnerships are on record, tiered core.
- TelegramcoreTelegram integration allows companies to create Telegram bots linked to Planfix for customer communication. Messages from Telegram users create tasks in Planfix, enabling team collaboration while maintaining conversational interface with clients.
- GmailcoreGmail integration syncs email with Planfix, allowing users to manage personal and business emails in a single window. New emails can automatically become tasks with configurable processing rules.
- Google DrivecoreGoogle Drive integration enables document collaboration and storage within Planfix. Supports file sharing, real-time collaboration, and AI-powered search capabilities.
- Microsoft 365coreMicrosoft 365 integration allows editing, viewing, and saving files directly in Planfix. Includes Word, Excel, and real-time collaboration capabilities.
- ZapiercoreZapier integration connects Planfix with over 5,000 third-party apps and services through no-code automation workflows. Enables data exchange with Slack, GitHub, HubSpot, and other tools.
- VirtualPBXcoreVirtualPBX telephony integration for call management within Planfix, including call logging, client card display, and automated routing.
- WhatsAppcoreWhatsApp integration allows professional customer communication while team responds from Planfix interface.
- VibercoreViber integration for managing customer messages through public accounts with Planfix task management.
- Facebook MessengercoreFacebook Messenger integration routes messages from subscribers to Planfix for team processing.
- InstagramcoreInstagram integration for managing DMs and communications directly from Planfix interface.
- DropboxcoreDropbox integration for cloud file storage and management within Planfix workflow.
- Google MapscoreGoogle Maps integration for task mapping, delivery planning, and logistics route optimization.
- TwiliocoreTwilio SMS integration for automated text message communication and customer outreach.
- MailChimpcoreMailChimp email marketing integration for campaign management and contact list synchronization.
- Google CalendarcoreGoogle Calendar synchronization for scheduling and event management within Planfix.
- OneDrivecoreOneDrive integration for Microsoft cloud storage access within Planfix.
- Make (formerly Integromat)coreMake automation platform integration for connecting Planfix with other services through visual workflow automation.
- AlbatocoreAlbato integration for no-code automation connecting Planfix with various third-party services.
- ZadarmacoreZadarma cloud PBX integration for telephony management and cost reduction.
- CallGearcoreCallGear cloud telephony integration for call center optimization and management.
- PlivocorePlivo SMS integration for text message automation and communication workflows.
- TelnyxcoreTelnyx communications platform integration for SMS and voice services.
- SelzycoreSelzy SMS campaign integration for customer communication optimization.
- SimpleTextingcoreSimpleTexting SMS integration for message sending, contact segmentation, and data collection.
- TextUscoreTextUs SMS integration for corporate communication enhancement.
- Devino TelecomcoreDevino Telecom SMS integration for efficient business communication.
- VonagecoreVonage communications platform integration for business communication management.
- MailerLitecoreMailerLite email marketing integration for newsletter and mailout campaigns.
- SendGridcoreSendGrid email integration for marketing automation and communication processes.
- SendPulsecoreSendPulse multi-channel marketing integration for SMS, email, and chat campaigns.
- OpenStreetMapcoreOpenStreetMap integration for free map services and delivery route planning.
- TikTokcoreTikTok Lead Generation integration for capturing ad form submissions directly into Planfix as CRM tasks and contact cards.
- Planfix LabcoreCertified Planfix partner responsible for the Customer Service ready-made solution and implementation support. Has helped install 50+ configurations.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Planfix competitors and assessment
Company assessmentDirect peers
- Zoho: Suite of more than 50 integrated business apps covering CRM, projects, help desk, finance, and collaboration. Comparable on the all-in-one philosophy and explicitly named by Planfix as a primary competitor.
- Wrike: Project management platform with customizable workflows, dashboards, and proofing serving mid-market and enterprise teams. Comparable on configurable workflows and enterprise project management use cases.
- Odoo: Open-source suite of business apps including CRM, project management, inventory, and help desk with deep customization and modular adoption. Comparable on the all-in-one customizable philosophy and SMB-to-enterprise segment coverage.
- ClickUp: All-in-one productivity platform bundling tasks, docs, whiteboards, goals, time tracking, and CRM with high customizability. Directly comparable on breadth and PLG motion, and competes head-to-head on Planfix's core feature set.
- monday.com: Cloud-based work operating system combining project management, CRM, workflows, and automations with a low-code customization layer. Closely comparable to Planfix's all-in-one customizable positioning across SMB and enterprise customers.
- Asana: Task and project management platform with workflows, timelines, and automation targeting both SMB and enterprise teams. Overlaps with Planfix on project/task management and is named as a direct competitor in Planfix's comparison pages.
Emerging players
- Airtable: No-code platform combining spreadsheet-style databases with automations, integrations, and lightweight apps. Comparable on the no-code customization and workflow automation angle, particularly for SMB use cases.
- Notion: Workspace platform combining docs, databases, wikis, and lightweight project management with strong customizability. Comparable on no-code customization and PLG motion, though weaker on traditional task management and CRM.
Broad incumbents
- Jira: Issue and project tracking platform from Atlassian widely used by software and product teams, with workflow customization and a large marketplace. Comparable on workflow automation and is named by Planfix as a competitor for project teams.
- HubSpot: CRM and customer engagement platform with marketing, sales, service, and operations hubs. Comparable on the CRM and customer communication use cases that Planfix addresses via its CRM Transformer and omnichannel integrations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks2 records
Key highlights6 records
Customer concentration
Planfix social profiles
Digital presencePlanfix financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planfix leadership team
Management profileNumber of profiles
Planfix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planfix M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planfix
What does Planfix do?
Planfix is a cloud-based all-in-one business management platform that combines CRM, project management, task management, and business process automation in a single customizable system. It offers approximately 400 built-in tools, 400+ third-party integrations, no-code customization, and proprietary features such as Data Tags, automation scripts, and a Planfix AI speech recognition module. It is sold as a SaaS subscription across Free, Professional, and Enterprise tiers.
Is Planfix a public or private company?
Planfix is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Planfix founded?
Planfix was founded in 2019. It employs 11 to 50 people.
Where is Planfix based?
Planfix is headquartered in San Diego, United States, in the North America region.
How does Planfix make money?
One revenue line is on record: subscription Licensing.
Who are Planfix's main competitors?
Direct peers on record are Zoho, Wrike, Odoo, ClickUp, monday.com and Asana. Emerging players are Airtable and Notion. Broad incumbents are Jira and HubSpot.
Does Planfix have an API?
Yes. Planfix provides a REST API that allows developers to create custom web and desktop applications integrated with any Planfix account. The API enables users to connect their own services to Planfix, create customized integrations, and automate workflows. Planfix supports integrations with 400+ services via native integrations, Zapier, Make, and Albato for no-code automation. Developer documentation is at planfix.com/api.
What industry is Planfix in?
Planfix's product category is Project and CRM Management Software. Its primary akta.pro industry code is HDAEAKAG, Business Rules & Decision Management Platforms (BRMS/DMN), with a secondary code of HDAEALAI, IT Incident, Problem & Change Management Platforms. Its NAICS code is 5415 and its SIC code is 7372.