
Planfix
Deployment
Overview
About Planfix
The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support.
Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company.
The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit.
At a glance
Software information
Industries served, licensing and the support Planfix provides.
Industries
- Accounting
- Business-supplies-equipment
- Civic-social-organization
- Commercial-real-estate
- Computer-network-security
- Computer-games
Licensing
- Proprietary
- Annual Subscription
- Free trial
- Free version
Support
- Live Chat
- 24x7 Support
Training
- Documentation
Knowledge Base
Capabilities
Planfix features
The full feature set, grouped by module.
Plans
Planfix pricing
- Tasks - unlimited
- Task filters - 3
- Projects - 10
- Project filters - 3
- Planners - 10
- Contacts - 1000
- Contact filters - 10
- Customizable task statuses - 2
- Processes - 1
- Project templates - 2
- Task templates - 2
- Document templates - 2
- Reports - 12
- Workgroups - 1
- Tasks - unlimited
- Task filters - 100
- Projects - unlimited
- Project filters - 100
- Planners - 100
- Contacts - 5000
- Contact filters - 100
- Customizable task statuses - 20
- Processes - 5
- Project templates - 25
- Task templates - 250
- Document templates - 20
- Workspaces - 3
- Reports - 25
- Workgroups - 5
- Tasks - unlimited
- Task filters - 250
- Projects - unlimited
- Project filters - 250
- Planners - 200
- Contacts - 30 000
- Contact filters - 250
- Customizable task statuses - 100
- Processes - 50
- Project templates - 100
- Task templates - 1000
- Document templates - 50
- Workspaces - 20
- Reports - 200
- Workgroups - 20
- Tasks - unlimited
- Task filters - 1000
- Projects - unlimited
- Project filters - 1000
- Planners - unlimited
- Contacts - 100 000
- Contact filters - unlimited
- Customizable task statuses - 500
- Processes - 100
- Project templates - 200
- Task templates - 3500
- Document templates - 500
- Workspaces - 100
- Reports - 500
- Workgroups - 100
Works with
Integrations
Planfix connects with the tools your team already uses.
Media