Povidomlyaka for Planfix: every client conversation, one window
Planfix tracks the work, but clients aren't notified
Planfix is where a business runs its tasks and CRM, but on its own it isn't a messaging channel — every new client conversation from Telegram, WhatsApp or Instagram still has to be manually turned into a task, a contact, and a lead before the team can act on it.
When each messenger lives in its own app, someone has to copy the conversation into Planfix by hand, or it never makes it in at all — and a lead that never becomes a task in the CRM is a lead nobody follows up on. Connect Planfix to Povidomlyaka once, and every channel a client writes on lands in Planfix as a task automatically, with the contact card and deal created alongside it.
Every messaging channel, inside Planfix
Bring your channels into Planfix
Telegram, WhatsApp, Instagram, Facebook Messenger and SMS connect to Planfix in a few steps, with no developer needed — every client conversation lands in one place.
A conversation becomes a task
The first message creates a dedicated task and a client contact card in Planfix, so no conversation gets lost between shifts or between staff.
Leads and deals, automatically
A new conversation enters the sales pipeline as a lead on its own, and the team carries it through to a deal right inside Planfix's CRM planner — with no manual data entry.
Reply from inside Planfix
The team writes a comment on the task, and the client receives the reply in their own messenger, sent under the business's name — no switching between apps required.
Messengers scattered, or clients unified in Planfix?
- Conversations spread across Telegram, WhatsApp and Instagram — some go missing
- Contacts and leads get entered by hand, and some never make it in
- Conversation history sits on an admin's personal phone
- A client messaged Instagram, then WhatsApp — two separate conversations
- It's unclear who replied or what stage a lead is at
- Every channel lands in one Planfix window — nothing gets lost
- A contact, lead and deal get created from the very first message
- A complete history for each client, right inside the Planfix task
- One client card, no matter the channel or device
- A sales pipeline in the CRM planner — fully under control
Every conversation and lead, inside Planfix
Omnichannel inbox
Telegram, WhatsApp, Instagram, Messenger and SMS — every reply from one Planfix window.
Conversation = task
Every conversation becomes a Planfix task with a complete message history attached.
Auto-leads and deals
A new conversation enters the sales pipeline as a lead or deal on its own.
Contact cards, automatically
The first message is enough for Planfix to create a Contact and grow your client base.
One client history
Instagram first, then WhatsApp — Planfix merges the conversation into a single thread.
Don't use Planfix?
Tell us — we'll let you know whether we can already connect your system.
Client communication, by the numbers
average appointment no-show rate before reminders reach clients through a connected system — falling to 2–3% once they do
Etisia, No-Show Statistics, 2026of clients follow their individual stylist or specialist online rather than the business page — a unified inbox keeps that relationship with the business, not one person's phone
MarketingLTB, Salon Marketing Statistics, 2026more profit from just a 5% improvement in client retention — exactly what a lead that doesn't fall through the cracks protects
Bain & Company, F. ReichheldFrequently asked questions
Where do client messages end up?+
In Planfix. Each conversation becomes a separate task with a complete message history, and the team replies to the client directly from Planfix — the client receives the answer in their own messenger.
Are leads and deals created automatically?+
Yes. From the first message, Planfix creates a Contact card and a lead in the sales pipeline, and the team carries it through to a deal in the CRM planner, with no manual data entry.
Which channels can be connected?+
Telegram, WhatsApp, Instagram, Facebook Messenger and SMS — every conversation comes together in one Planfix window.
What happens if a client wrote from more than one channel?+
Planfix merges the conversation into a single client card, so the full history is visible regardless of which channel or device the client used.
Do I need a developer to set this up?+
No. The technical setup for the integration happens on our side — all that's needed from you is access to Planfix.
How is this different from the Altegio integration?+
The Altegio integration reads bookings and sends reminders and review requests. The Planfix integration unifies every client conversation inside Planfix and automatically creates leads and deals in the CRM.
Bring every channel into Planfix
Every client conversation in one window, with leads and deals created automatically. The first period is free and no card is required.
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