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Planfix

Configurable work management system for projects, CRM and business processes.

By Planfix

planfix.com

Overview

Planfix manages tasks, projects and client communication with customizable workspaces, event-driven scripts and reporting. Gantt charts support planning, while data tags capture time and financial information during work.
More product details

Vendor · Planfix

Website Url
planfix.com

Features

Project Management

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Reporting/Project Tracking

Partial support
What you can do
  • Generate dynamic reports and charts.

Project Planning/Scheduling

Partial support
What you can do
  • Plan tasks and projects.

Gantt/Timeline View

Partial support
What you can do
  • Plan work using Gantt charts.

Multiple Projects

Partial support
What you can do
  • Track multiple projects.

Task Management

Partial support
What you can do
  • Manage recurring and project tasks.

Customer Relationship Management

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Interaction Tracking

Partial support
What you can do
  • Keep client communication history.

Sales Pipeline Management

Partial support
What you can do
  • Manage sales pipelines.

Contact Management

Partial support
What you can do
  • Maintain client contacts.

Workflow Management

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Workflow Configuration

Partial support
What you can do
  • Configure custom workspaces and processes.

Business Process Automation

Partial support
What you can do
  • Run event-driven scripts.

No-Code

Partial support
What you can do
  • Configure workflows with no-code tools.

Pricing

Free

Free option

Free

Plan A

8 (currency not confirmed) / user / month

Billed annually

Plan B

18 (currency not confirmed) / user / month

Billed annually

Plan X

28 (currency not confirmed) / user / month

Billed annually

Minimum quantity: 6

Technical details

Customization

Skill Level
  • No code

Security

SSO Protocols
  • SAML 2.0

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