Planfix
Platform #1. A unique constructor for creating a corporate management system that adapts to any process.
More Than a CRM: A Constructor for Your Business
Planfix is our #1 choice for businesses that need more than just a CRM. It is a flexible no-code platform that allows automating not only sales but also projects, production, HR, document flow, and any other processes. Instead of adapting the business to the CRM, you build a unique management system around your business.
Who is Planfix perfect for?
Manufacturing Companies
For tracking orders from sale to shipment, managing production stages and resources.
Project Organizations
For IT, design studios, architectural bureaus. Management of complex projects with tasks, Gantt charts, and Scrum boards.
Service Companies
For automating request processing, managing field technician visits, accounting for services provided, and financial control.
Systemic Businesses
For those who want to combine CRM, a task manager, HR processes, and document flow in a single, fully customized system.
Why Planfix is an Operating System for Your Business
Tasks and Projects
Manage projects of any complexity. Use lists, Kanban boards, Gantt charts, and Scrum to organize team work.
CRM and Sales
Create flexible sales funnels, maintain a complete history of customer communications, and analyze performance at every stage.
Limitless Automation
Set up automatic scenarios for any action: from sending notifications to generating documents. Not a single line of code.
Single Communication Space
Combine email, messengers, and internal chats in the context of tasks. Forget about lost information.
Reports and Analytics
Create custom reports and dashboards to analyze any data in the system. Monitor KPIs in real time.
Full Customization
Adapt the system to your needs: create your own fields, directories, statuses, and even brand the interface (White Label).
Planfix Solves Key Business Problems
Chaos in communications and tasks
All communication and work are conducted in the context of tasks. The timeline is always at hand, nothing gets lost in chats and email.
Lack of process transparency and missed deadlines
The planner and reports show the full picture of team workload and project status, helping to set priorities.
Dependence on Excel and manual accounting
Collect all data—from clients to finances—in a single database that is easy to manage and analyze without complex spreadsheets.
Tariffs That Grow With You
Planfix offers a flexible per-user pricing model, allowing you to easily scale your team. A discount is available for annual billing.
Free
€0
- Up to 5 users
- It's absolutely free!
Professional
€3 /user/month
- 1 - 99 users
- Billed annually
Business
€5 /user/month
- 1 - 250 users
- Billed annually
Enterprise
€7 /user/month
- 6+ users
- Billed annually