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The Planfix platform allows an organization to manage the entire business online.

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.
Planfix
2019
United States
  • Accounting
  • Business-supplies-equipment
  • Civic-social-organization
  • Commercial-real-estate
  • Computer-network-security
  • Computer-games
  • Computer-hardware
  • Computer-software
  • Consumer-goods
  • Consumer-services
  • Design
  • Events-services
  • Executive-office
  • Financial-services
  • Graphic-design
  • Human-resources
  • Information-services
  • Information-technology-services
  • International-trade-development
  • Marketing-advertising
  • Nonprofit-organization-management
  • Wholesale
22 Industries
  • English
1 Language
Industries
  • Accounting
  • Business-supplies-equipment
  • Civic-social-organization
  • Commercial-real-estate
  • Computer-network-security
  • Computer-games
  • Computer-hardware
  • Computer-software
  • Consumer-goods
  • Consumer-services
  • Design
  • Events-services
  • Executive-office
  • Financial-services
  • Graphic-design
  • Human-resources
  • Information-services
  • Information-technology-services
  • International-trade-development
  • Marketing-advertising
  • Nonprofit-organization-management
  • Wholesale
Licensing & Deployment
Support
  • Email
  • Chat
  • 24x7 Support
Training
  • Documentation
Knowledge Base

Media

Planfix
Planfix
Planfix
Planfix

Planfix Core Features

Focus of Business Management Feature
  • Accounting
  • Budgeting & Forecasting
  • Customer Management
  • Document Management
  • Financial Management
  • Marketing Management
  • Project Management
  • Reporting & Analytics
  • Sales Management
  • Scheduling
  • Workforce Management

Planfix Pricing

Pricing Type
  • Per User
Preferred Currency
  • USD ($)
Free Version
  • Yes
Free Trial
  • 30 Days Trial
Payment Frequency
  • Annual Subscription
Pricing Description
FREE: 0$;
PLAN A: 8$ per user/month (billed annually);
PLAN B: 18$ per user/month (billed annually);
PLAN X: 28$ per user/month (billed annually)
Vendor pricing page Get Free Trial
Plans & Packages
Plan A
$8 Per User
For 6 to 99 Users
(1 GB Cloud storage, per user)
Features
  • 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
PLAN B
$18 Per User
For 6 to 250 Users
(2 GB Cloud storage, per user)
Features
  • 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
PLAN X
$28 Per User
For 6 to 1500 Users
(5 GB Cloud storage, per user)
Features
  • 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

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Planfix Integration