Planfix

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United States HQFounded 2019

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

  • Email
  • Live Chat
  • 24x7 Support

Training

  • Documentation
Languages (1)
English
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Capabilities

Planfix features

The full feature set, grouped by module.

Business Management Software

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

Plans

Planfix pricing

Free Version
Yes
Payment Frequency
Annual Subscription
Preferred Currency
USD ($)
Free Trial
30 Days
FREE: 0$; PLAN A: 8$ per user/month (billed annually); PLAN B: 18$ per user/month (billed annually); PLAN X: 28$ per user/month (billed annually)
FREE$0 / user
  • 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
Plan A$8 / user
  • 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 / user
  • 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 / user
  • 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.

Intuit MailchimpZapierChatraCalendlyDropboxCallGearGoogle DriveTelegramViberOneDriveGoogle CalendarIntegromatGoogle MapsOpenStreetMapFacebookInstagram Google Forms Microsoft Word/ExcelVirtual PBXSMS IntegrationsGoogle ContactsWhatsAppBrevoChatGPTGmail

Media

Screenshots & video