Planfix
@planfix_bot
FreemiumOfficialENRU
The standard Telegram bot of Planfix, a platform for tasks, CRM and business processes: added to a group, it links the chat to a Planfix task so messages flow both ways, creates tasks and projects by command and lets you reply to Planfix notifications from Telegram. Planfix has a free plan for up to 5 users.
Key features
- Two-way link between a Telegram group and a Planfix task
- Creates tasks and projects by command
- Carries photos, video, voice, contacts and locations
- Planfix notifications you can reply to
- Search tasks and projects with /find
What Planfix does
Planfix is a configurable platform for tasks, projects, CRM and business processes, and its help center documents @planfix_bot as the basic bot that connects a Telegram chat with Planfix.
Everyone in the chat who uses Planfix signs in once so their messages are attributed to them; messages from people without a Planfix account create new contacts. You add the bot to a group like a regular member and link the chat with /task to a new or existing task, or with /project to a project where new tasks will be created. Once linked, comments added to the task appear in the chat and chat messages go into the task, including photos, video, voice messages, contacts and locations. /find searches tasks and projects, /suspend pauses the transfer and /endtask unlinks the chat.
The same bot delivers Planfix notifications you choose, and replying to a notification adds a comment to the task. Planfix has a free plan for up to five users and paid plans from $8 per user per month billed yearly.
How to start
- Authorize Telegram in your Planfix account
- Add @planfix_bot to the Telegram group as a member
- Link the chat to a task with /task or to a project with /project
- Choose which Planfix notifications to receive in Telegram
Commands
/taskLink a new or existing task to the chat/projectSet the project where new tasks are created/findFind tasks and projects by name/endtaskUnlink the task from the chatPricing and limits
Freemium Planfix Free plan: up to 5 users, 500 active tasks
Pros / Cons
- Official and documented in detail
- Client or team chats end up in the task history
- Free plan for small teams
- Useful only if your team works in Planfix
- Setup takes commands and sign-in for each member
- Messages from members without task access are not forwarded
Alternatives
Compare Planfix with
Score breakdown
| Criterion | Weight | Points | |
|---|---|---|---|
| Functionality | 25 | 8 / 10 | |
| Reliability & speed | 15 | 8 / 10 | |
| Popularity & trust | 15 | 5 / 10 | |
| Price & free tier | 10 | 8 / 10 | |
| Usability | 10 | 6 / 10 | |
| Safety & privacy | 10 | 8 / 10 | |
| Freshness | 5 | 7 / 10 | |
| Localization | 5 | 10 / 10 | |
| No intrusive ads | 5 | 10 / 10 | |
| Score | 100 | 75.0 |
FAQ
What happens to messages from a client who has no Planfix account?
Planfix creates a new contact for that person and adds the message to the linked task with the contact's details.
Can I stop the chat from being copied into the task for a while?
Yes: /suspend off stops the transfer and /suspend on turns it back on; /status shows what the chat is linked to.
Technical details
- Inline mode
- Mini App
- Works in groups
- Works in channels
- Accepts voice
- Accepts files
- Requires phone number
- Requires registration
- Shows ads
