Flexibility
Configure fields, statuses, pipelines, permissions for unique processes. No coding.
PLANFIX TURNKEY
Planfix implementation tailored to your business
Flexible CRM platform for teams of 3 to 200. 10+ years of experience, 150+ projects, industry-specific configurations.
- Audit → spec → setup → launch in 14-30 days
- 3 fixed packages or custom development
- n8n support: automation without limits
- Guarantee: «doesn't work — money back»
Free consultation
Why Planfix
Planfix is not a regular CRM, it's a business process builder. You don't adapt to the system — the system adapts to you.
Transparent pricing
From $5/user. No hidden fees. Free trial included.
Ukrainian ecosystem
Among SMB CRM market — stable, localised, with active integrator community.
Extensibility
API, webhooks, n8n — connect any service. Telegram, Nova Poshta, Monobank, ChatGPT.
Honestly about Planfix
Strengths
- Unlimited configuration flexibility
- Best-in-class for complex B2B processes
- Excellent analytics and reports
- Tasks-projects-CRM in one system
- API and webhooks without limits
What to know
- Team adaptation period — about 1-2 weeks (we run trainings)
- Many features unlock with proper setup — that's why an integrator helps
- Not the best for pure e-commerce (KeyCRM is better)
- Reaches its full potential together with an experienced integrator
How implementation runs
1. Free audit
60-min interview. We understand your processes, pains and goals.
2. Package selection
We recommend the optimal plan — Basic, Standard or Custom.
3. Technical spec
We document structure, pipelines, fields, integrations.
4. Configuration
We build the Planfix configuration per the spec.
5. Integrations
Telephony, website, POS, n8n scenarios connected.
6. Training
Hands-on team training + PDF manuals.
7. Support
30 days of warranty support free. Then a support plan of your choice.
Planfix implementation packages
Basic
7-10 days
- Basic CRM structure
- 1 sales pipeline
- 5 custom fields
- Basic 2-h consultation
- 14 days of support
Standard
14-21 days
- 2-3 sales pipelines
- Tasks & projects setup
- Basic integrations (telephony/site)
- Up to 5 000 contacts import
- 4-h team training
- 30 days of support
Custom
30+ days
- Complex process architecture
- Extended integrations + n8n
- Custom automations
- Document workflow (e-sig)
- Analytics & dashboards
- 60 days of support
- AI agents on request
Frequently asked questions
How much is the Planfix licence itself?
From $5/user per month (standard plan). First 14 days — free trial. You pay the licence directly to Planfix, we don't markup.
Is Planfix suitable for small business?
Yes — even for micro-business. The starter package covers basic needs. For pure e-commerce we recommend KeyCRM instead.
Can you migrate us from Bitrix24/amoCRM?
Yes. We have a separate migration package — 7-21 days without data loss. Details on /services/migration-bitrix24.
How fast will the team learn it?
Basic level — 1-2 days after our training. Confident use — 1-2 weeks. We stay on the hotline for the first 30 days.
What if we don't like it?
First 14 days Planfix gives a free trial. If our audit shows it doesn't fit you — we say so honestly and recommend an alternative.
Can we automate integrations with custom services?
Yes. Via n8n we connect any API service to Planfix: Telegram, Nova Poshta, Monobank, OpenAI, Google Sheets, your own site or ERP.
Is there post-launch support?
First 30 days — free (bug-fixes, questions). Then a support plan or hourly work; scope and cost are calculated for your processes.
Related case studies
Case: Complex Migration of an Engineering Company from Bitrix24 to Planfix
How we migrated 40+ active users, 13 business processes, and the entire historical database from Bitrix24 to Planfix, transforming a CRM into a full-fledged ERP system.
Read more →Case: How We Automated a Law Firm with Planfix and Make.com
Learn how automating document generation and task management allowed a law firm to reduce routine time by 80% and gain full control over cases.
Read more →