Planfix
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Audience Planfix?
Companies of all sizes
Product Description
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. 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. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
Product Description
Platforms Supported
✓ Cloud
✓ Windows
✓ Mac
✓ Linux
✓ iPhone
✓ iPad
✓ Android
Training
✓ Documentation
✓ Videos
Support
✓ Phone Support
✓ 24/7 Live Support
✓ Online
Features
Agile Project Management Tools
✓ Backlog Management
✓ Feedback Management
✓ Gantt/Timeline View
✓ Kanban Board
✓ Prioritization
✓ Request Management
✓ Resource Management
✓ Retrospectives Management
✓ Status Tracking
✓ Supports Scrum
✓ Team Management
✓ Template Management
✓ Workflow Management
Business Management
✓ Billing & Invoicing
✓ CRM
✓ Employee Management
✓ Financial Management
✓ Inventory Management
✓ Marketing Management
✓ Order Management
✓ Project Management
✓ Scheduling
✓ Time & Expense Tracking
✓ Training Management
✓ Vendor Management
Business Process Management
✓ Access Controls / Permissions
✓ Alerts / Notifications
✓ Business Process Automation
✓ Business Rules Management
✓ Collaboration
✓ Process Change Tracking
✓ Process Mapping
✓ Process Modeling & Design
✓ Visual Workflow Management
CRM
✓ Calendar/Reminder System
✓ Call Logging
✓ Document Storage
✓ Email Marketing
✓ Internal Chat Integration
✓ Lead Scoring
✓ Marketing Automation Integration
✓ Mobile Access
✓ Quotes / Proposals
✓ Segmentation
✓ Social Media Integration
✓ Task Management
✓ Territory Management
Collaboration
✓ Brainstorming
✓ Calendar Management
✓ Chat / Messaging
✓ Contact Management
✓ Content Management
✓ Document Management
✓ Project Management
✓ Real Time Editing
✓ Task Management
✓ Version Control
Contact Management
✓ Activity Management
✓ Appointment Management
✓ Contact Database
✓ Contact History
✓ Contact Import/Export
✓ Customer Pipeline
✓ Email Marketing
✓ Group Management
✓ Interaction Tracking
✓ Lead Management
✓ Prospecting Tools
✓ Sales Pipeline Management
✓ Search / Filter
✓ Segmentation
✓ Shared Contacts
✓ Social Media Integration
Digital Workplace
✓ Activity / News Feed
✓ Calendar Management
✓ Chat / Messaging
✓ Content Management
✓ Document Management
✓ Employee Directory
✓ File Sharing
✓ Knowledge Management
✓ Task Management
Employee Communication Tools
✓ Activity / News Feed
✓ Chat / Messaging
✓ Employee Directory
✓ Event Calendar
✓ File Sharing
✓ Knowledge Management
✓ Newsletter Management
Gantt Chart
✓ Alerts/Notifications
✓ Dependency Tracking
✓ Drag & Drop
✓ Milestone Tracking
✓ Progress Tracking
✓ Task Management
✓ Templates
IT Project Management
✓ Bug Tracking
✓ Issue Management
✓ Milestone Tracking
✓ Percent-Complete Tracking
✓ Portfolio Management
✓ Prioritization
✓ Product Roadmapping
✓ Requirements Management
✓ Resource Management
✓ Status Tracking
✓ Supports Agile
✓ Supports Scrum
✓ Task Management
✓ Testing / QA Management
✓ Time & Expense Tracking
Idea Management
✓ Activity Dashboard
✓ Brainstorming
✓ Collaboration
✓ Creator Tracking
✓ Idea Ranking
✓ Project Tracking
✓ Status Tracking
Kanban
✓ Collaboration Tools
✓ Dependency Tracking
✓ KPI Monitoring
✓ Milestone Tracking
✓ Multi-Board
✓ Prioritization
✓ Project Planning
✓ Roadmapping
✓ Supports Scrum
✓ Task Management
✓ Time Tracking
Product Management
✓ Collaboration
✓ Feedback Collection
✓ Idea Management
✓ Milestone Tracking
✓ Prioritization
✓ Product Roadmapping
✓ Release Management
✓ Requirements Management
✓ Resource Management
✓ Workflow Management
Productivity
✓ Collaboration
✓ Database Creation
✓ Document Creation
✓ File Sharing
✓ Notes Management
✓ Office Suite
✓ Project Management
✓ Task Management
✓ Team Chat
Professional Services Automation
✓ Billing & Invoicing
✓ CRM
✓ Client Portal
✓ Collaboration Tools
✓ Document Management
✓ Portfolio Management
✓ Project Management
✓ Proposal Generation
✓ Quote Management
✓ Resource Management
✓ Time & Expense Tracking
Project Management
✓ Agile Methodologies
✓ Budget Management
✓ Client Portal
✓ Collaboration Tools
✓ Cost-to-Completion Tracking
✓ Customizable Templates
✓ Gantt Charts
✓ Idea Management
✓ Kanban Board
✓ Milestone Tracking
✓ Portfolio Management
✓ Resource Management
✓ Time & Expense Tracking
✓ Traditional Methodologies
Project Planning
✓ Agile Methodologies
✓ Budget Management
✓ Collaboration Tools
✓ Due Date Tracking
✓ Gantt Charts
✓ Kanban Board
✓ Prioritization
✓ Progress Tracking
✓ Resource Management
✓ Task Management
✓ Template Management
✓ Traditional Methodologies
Remote Work
✓ Collaboration
✓ Credential Management
✓ Employee Monitoring
✓ Live Chat
✓ Meeting Management
✓ Project Management
✓ Remote Access
✓ Task Management
Scheduling
✓ Alerts/Notifications
✓ Appointment Scheduling
✓ Automated Scheduling
✓ Calendar Management
✓ Class Scheduling
✓ Employee Scheduling
✓ Facility Scheduling
✓ Group Scheduling
✓ Interview Scheduling
✓ Meeting Room Booking
✓ Multi-Location
✓ Online Scheduling
✓ Payment Processing
✓ Real-time Scheduling
✓ Reservations
✓ Resource Scheduling
✓ Room Booking Management
Task Management
✓ Collaboration
✓ Create Subtasks
✓ Gantt Charts
✓ Mobile Access
✓ Percent-Complete Tracking
✓ Progress Tracking
✓ Recurring Tasks
✓ Reporting/Analytics
✓ Spreadsheet View
✓ Task Board View
✓ Task Planning
✓ Task Scheduling
✓ Task Tracking
✓ Time Tracking
✓ To-Do List View
Time Tracking
✓ Automatic Time Capture
✓ Billable & Non-Billable Hours
✓ Billing & Invoicing
✓ Employee Database
✓ Expense Tracking
✓ Mobile Time Tracking
✓ Offline Time Tracking
✓ Online Time Tracking
✓ Overtime Calculation
✓ Time per Project Reporting
✓ Timesheet Management
✓ Vacation / Leave Tracking
Work Management
✓ Access Roles / Permissions
✓ CRM
✓ Calendar Management
✓ Collaboration Tools
✓ File Storage / File Sharing
✓ Kanban
✓ Messaging / Discussion
✓ Performance Metrics
✓ Project Management
✓ Reporting / Analytics
✓ Resource Management
✓ Strategic Planning
✓ Task Management
✓ Time Tracking
✓ Version Control
✓ Workflow Management
Workflow Management
✓ Access Controls/Permissions
✓ Approval Process Control
✓ Business Process Automation
✓ Calendar Management
✓ Compliance Tracking
✓ Configurable Workflow
✓ Customizable Dashboard
✓ Document Management
✓ Forms Management
✓ Graphical Workflow Editor
✓ Mobile Access
✓ No-Code
✓ Task Management
✓ Third Party Integrations
✓ Workflow Configuration
Workforce Management
✓ Budgeting & Forecasting
✓ Contractor Management
✓ Employee Lifecycle Management
✓ Labor Projection
✓ Performance Appraisal
✓ Recruiting Management
✓ Scheduling
✓ Skills Tracking
✓ Time & Attendance
✓ Variable Workforce
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Start Price
$0 per user per month
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Price Details
FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
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Price Free
Free Trial available.
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