The Planfix Insider’s Guide
Everything we know about Planfix in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Planfix
The Insider’s Guide
Task, project and client management with a free plan for 5 users
Every plan, grade, refund rule and rival among project management tools, read from Planfix’s own pages.
Made by Planfix · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Planfix’s own pages, its app-store listings and our grades. Every fact in it is on Planfix’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.8
GPA, above 85 of the 111 other project management tools we grade
Planfix is a web platform that combines task and project management with contacts, reports and built-in communication. It has a free plan for up to five users and three paid plans priced per user. Plan X adds enterprise security such as SAML single sign-on.
To get you started, here are 9 things to know about Planfix, taken from its own pages and our grades.
Lots of settings, contacts and workflows to set up before it fits how you work.
- 1
Best for cheap task and client management for a growing team
Planfix covers tasks, projects, contacts and a time tracker from $4 a user a month on yearly billing, with a free plan for 5 users.
- 2
Paid plans start at $4 a month for each person
As its pricing page puts it: $4 per user / month, billed yearly.
- 3
There is a free plan
Free plan for up to 5 users: 500 active tasks, 10 task filters and 1 GB of storage.
- 4
It runs on 3 platforms
Web, iOS and Android.
- 5
Tasks and projects
Unlimited tasks and projects on paid plans, with dependencies, bulk actions and views including Gantt, schedule and map.
- 6
Contacts
Each client has one place that collects communication and tasks.
- 7
Reports
Dynamic reports and charts, with scheduled reports from Plan B.
- 8
A 2.8 GPA, above 85 of 111
That is against the other project management tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Planfix you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Planfix at a glance
- Pricing
- Free plan, from $4 per user / month, billed yearly
- Free plan
- Yes
- Free trial
- 14-day free trial of the paid plans.
- Runs on
- Web, iOS, Android
- Made by
- Planfix
- Category
- Project Management
- Our grade
- 2.8 GPA, good
The report card
Best for cheap task and client management for a growing team
Planfix covers tasks, projects, contacts and a time tracker from $4 a user a month on yearly billing, with a free plan for 5 users. The free plan stops at 500 active tasks and 1 GB, automation and access controls need Plan B at $6, and storage, outside users and AI credits are paid add-ons.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | B | Plan A is $4 a user a month billed yearly, under the $6 where the cheaper quarter ends. Add-ons cost more: 100 GB of storage is $10 a month and external users are $1 each. |
| Free plan and trial | B | Free for up to 5 users with 500 active tasks, 10 filters and 1 GB, plus a 14-day trial of the paid plans. A small team can work inside that. |
| Features | B | Tasks, projects, contacts, reports, a time tracker and Gantt and other views from Plan A. Automation needs Plan B and single sign-on needs Plan X. Nothing in the core of project work is missing. |
| Ease of use | C | No store rating on record. Lots of settings, contacts and workflows to set up before it fits how you work. |
| Platforms and integrations | B | Web, iOS and Android, with Telegram, Gmail, Google Drive, Office 365 and Zapier links. No desktop app on record. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Planfix is for
- Fits if you want tasks and client contacts in one place for under $5 a user
- Works for a team of up to 5 that can live on 500 active tasks
Who it is not for
- Tight if you are staying free: 500 active tasks, 10 filters and 1 GB of storage
- Watch out: automation, white-labeling and audit logs are on Plan B at $6, and single sign-on on Plan X
- Pricey if you add storage or guests: 100 GB is $10 a month and outside users are $1 each
- Skip it if you want a short learning curve, as there is a lot to configure
Good to know
Good for
- Small teams that want a free plan for up to 5 users
- Teams that keep client communication next to their tasks
Worth knowing
- The free plan is capped at 500 active tasks and 1 GB of storage.
- Storage in packs of 100 GB costs $10 a month, and external users cost $1 each a month.
- Plan prices shown are the yearly-billed rate; the monthly-billed rate was not readable without the page's script.
- Plan X is sold for 6 or more users.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$4
A month to start, for each person. There is a free plan too
Planfix has a free plan. Paid plans start at $4 per user / month, billed yearly.
Free
$0
Up to 5 users, 500 active tasks, 10 task filters and 1 GB storage.
Plan A
$4
per user / month, billed yearly
1 to 99 users; unlimited tasks and projects, Gantt and other views, reporting and a built-in time tracker.
Plan B
$6
per user / month, billed yearly
1 to 250 users; adds automation, white-labeling, access controls, audit logs, scheduled reports and built-in telephony.
Plan X
$8
per user / month, billed yearly
6 or more users; adds SAML single sign-on, IP allowlisting, password policies and a detailed audit trail.
The free plan
Free plan for up to 5 users: 500 active tasks, 10 task filters and 1 GB of storage.
Trying it first
14-day free trial of the paid plans.
Read from planfix.com on Nov 12, 2026.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
3
Places it runs: Web, iOS and Android
Task, project and client management with a free plan for 5 users. Here is what it does, as its own site describes it, and what it covers: AI features, tasks, Gantt & timelines, workflow automation, time tracking, reports.
Tasks, projects, contacts, reports, a time tracker and Gantt and other views from Plan A.
- Tasks and projects
- Unlimited tasks and projects on paid plans, with dependencies, bulk actions and views including Gantt, schedule and map.
- Contacts
- Each client has one place that collects communication and tasks.
- Reports
- Dynamic reports and charts, with scheduled reports from Plan B.
- Time tracker
- A built-in time tracker comes with Plan A and above.
- AI robots and credits
- Every plan includes AI robots; extra AI credits cost $5 per 1,000 a month.
- Integrations
- Connects with Telegram, Gmail, Google Drive, Office 365 and Zapier.
Where it runs
- Web
- iOS
- Android
What it works with
- Telegram
- Gmail
- Google Drive
- Office 365
- Zapier
- VirtualPBX
Planfix is made by Planfix.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
85/111
Other project management tools it is graded above
Planfix's GPA of 2.8 is higher than 85 of the 111 other project management tools we grade, and level with 10.
It stands best on value for money (B, above 85 of 111) and worst on ease of use (C, above 7).
Its paid plans start at $4 a month for each person, against a middle price of $9 for the category: 8 of the 97 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 2 tools score higher and cost less.
Each grade against the category
Every bar is all 112 project management tools we grade, cut by the letter each got. Planfix’s own letter is outlined.
- BValue for moneyAbove 85 of 111
- BFree plan and trialAbove 77 of 111
- BFeaturesAbove 50 of 111
- CEase of useAbove 7 of 111
- BPlatforms and integrationsAbove 16 of 111
Price against what you get
Each dot is one of 104 project management tools. Further left costs less; higher up scores better on features, ease of use and platforms. Planfix is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Planfix you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
It is one of the better ones too: its GPA of 2.8 is higher than 85 of the 111 other project management tools we grade. It costs $48 a year.
What you could make
- Tasks, Gantt & timelines, time tracking and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- What a company asks for before it lets staff use something: single sign-on.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Planfix’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
ClickUp, Teamwork.com, Zoho Projects, Wrike and Asana
The 5 tools Planfix is most often weighed against, with where each one differs from it.
- 3.0GPA
ClickUp
Free plan · from $9/mo
Work platform combining tasks, docs, chat and dashboards.
- Only ClickUp lists macOS, Windows and Linux apps.
- Only ClickUp lists a browser extension.
- Planfix also covers reports.
- 2.4GPA
Teamwork.com
Free plan · from $9.99/mo
Project and resource management for client service teams.
- Only Teamwork.com lists macOS and Windows apps.
- Only Teamwork.com lists a browser extension.
- Planfix also covers reports.
- 2.6GPA
Zoho Projects
Free plan · from $4/mo
Project management with Gantt charts, timesheets and issues.
- Planfix also covers reports.
- Zoho Projects also covers kanban boards and issue tracking.
- 2.8GPA
Wrike
Free plan · from $10/mo
Work management with Gantt charts, request forms and proofing.
- Only Wrike lists macOS and Windows apps.
- Planfix also covers reports.
- Wrike also covers kanban boards.
- 3.0GPA
Asana
Free plan · from $10.99/mo
Work management for projects, goals and cross-team workflows.
- Only Asana lists macOS and Windows apps.
- Planfix also covers time tracking and reports.
- Asana also covers kanban boards and goals.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Planfix free?
Planfix has a free plan. Free plan for up to 5 users: 500 active tasks, 10 task filters and 1 GB of storage.
How much does Planfix cost?
Planfix lists 4 plans. Free: $0.
What platforms does Planfix work on?
Planfix is available on Web, iOS and Android.
Does Planfix have a Windows app?
No Windows app was listed when its pages were read on Nov 12, 2026. Planfix is listed for Web, iOS and Android.
Does Planfix have a macOS app?
No macOS app was listed when its pages were read on Nov 12, 2026. Planfix is listed for Web, iOS and Android.
Is Planfix open source?
Planfix is not described as open source on its own site, as read on Nov 12, 2026.
What does Planfix integrate with?
Planfix's listing names Telegram, Gmail, Google Drive, Office 365, Zapier and VirtualPBX.
Does Planfix have a free trial?
Yes. 14-day free trial of the paid plans.
Who makes Planfix?
Planfix is made by a company of the same name.
What are the alternatives to Planfix?
The closest alternatives to Planfix in our directory are ClickUp, Teamwork.com, Zoho Projects, Wrike and Asana.
How does Planfix compare with other project management tools?
Planfix's GPA of 2.8 is higher than 85 of the 111 other project management tools we grade, and level with 10.
Is Planfix good value for money?
ToolGPA grades Planfix B for value for money. Its paid plans start at $4 a month for each person, against a middle price of $9 for the category: 8 of the 97 others that charge start lower.
Could I make my own version of Planfix?
To replace Planfix you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Planfix’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Planfix's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Planfix. Prices change, so check planfix.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Planfix, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/planfix
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Planfix: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/planfix
Know someone choosing between project management tools?
Send them this guide: toolgpa.com/tools/planfix/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded project management tools after Planfix, each with an Insider's Guide of its own.
- Project Management Insider's GuideEvery one of the 112 project management tools we grade, compared
- GitHub Issues Insider's GuideIssue tracking and project planning built into GitHub3.4 GPA
- Freedcamp Insider's GuideProject management suite with a free plan for unlimited users3.2 GPA
- Huly Insider's GuideOpen-source project management with chat, docs and video calls3.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Planfix’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Planfix is a trademark of its owner, and this guide is not made, paid for or approved by Planfix. Prices and plans change: check planfix.com before you buy.