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What is Planfix?

Planfix is a customizable business management system that suits any team's needs. Planfix includes project management, task management, CRM, Gantt charts, calendars, event chronicles in real time, analytics and reporting, a wide range of integrations, and much more.

Pricing

Planfix Starting Price

$ 0/Up to 5 users

Awards
Planfix Award

Our Awards and Recognition

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Key Features of Planfix

Here are the powerful features that make Planfix stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • activity and forecast reports
  • Access control
  • Access Controls/Permissions
  • Account Management
  • Accounting Integration
  • Accounts Receivable
  • Activity / News Feed
  • Activity Dashboard
  • Activity Tracking
  • Administrator Level Control
  • Agile Methodologies
  • Alerts / Escalation
  • Alerts/Notifications
  • Application Integration
  • Application Portfolio Management
  • Appointment Management
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Planfix Screenshots

Planfix Pricing

Here are the pricing plans for Planfix. Choose the plan that best fits your requirements and budget. Get Detailed Planfix pricing as per your requirements.

FREE
$ 0
Up to 5 users
  • 1 GB Cloud storage, included
  • 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
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Plan A
$ 8
User/Month. Billed annually
  • 1 GB Cloud storage, per 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
  • API - 20 000 req. / m.
Get Offer
PLAN B
$ 18
User/Month. Billed annually
  • 2 GB Cloud storage, per 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
  • API - 50 000 req. / m.
Get Offer
PLAN X
$ 28
User/Month. Billed annually
  • 5 GB Cloud storage, per 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
  • API - 100 000 req. / m.
Get Offer

The pricing information for Planfix is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.

The pricing information was last updated on 16th June 2024.

Free Trial is available

Planfix Specifications

Get a closer look at the technical specifications and system requirements for Planfix. Find out if it's compatible with your operating system and other software.

Company Details :
Company Name : Planfix Inc.
Headquarter : San Diego
Full Address : 4445 Eastgate Mall, Suite 200, San Diego, California, 92121, USA
Overview Provided by : Michael Goshka
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Mobile Platforms :
Language Support :
English
Business :
Freelancers
StartUps
SMBs
Agencies
Enterprises
Available Support :
Email
Training
Tickets

Planfix Comparisons

Compare Planfix with other similar options available in Project Management Software. Explore the key differences to see why it's the top choice for businesses and individuals.

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Planfix Description

Here's the comprehensive description of Planfix. Gain a brief understanding of its unique features and exceptional benefits.

The Planfix platform offers comprehensive features suitable for private companies, non-profit organizations, and public agencies. With this all-in-one project management tool, you can effectively manage tasks and projects, streamline CRM, and automate collaboration between teams in Marketing, Product, Sales & Logistics, Finance, and HR teams.

Help Desk 

  • Create Help Desk workflows on the Planfix platform to streamline your support processes. By automating the handling of tickets, you can significantly increase the efficiency and effectiveness of your helpdesk team.

Product

  • Efficiently manage every phase of your product's lifecycle - from initial concept development to final product release. 

Sales & Logistics

  • Planfix is a versatile, cloud-based CRM solution tailored to your company's unique business processes. Consolidate your sales and logistics team's workflows into a single system, streamline operations, and replace multiple applications simultaneously.

Marketing 

  • Streamline your marketing efforts with automation - including planning, tracking, budgeting, reporting and more. Use tools like bots, recurring and sequential tasks, templates, scripts, and automation to simplify routine tasks and increase the efficiency of your marketing team.

Teamwork Management 

  • Planfix is a versatile business process management system designed to customize and automate your business processes to increase your team's productivity and improve collaboration between different departments.

HR 

  • For HR managers, managing calendars, reminders, and company news is of great use. Efficiently track working and non-working hours, evaluate employee performance, and facilitate seamless onboarding and training processes for your team members.

Operations 

  • Consolidate your company's operational activities into a unified management system. Generate reports, and create directories, price lists, catalogs, and more.

Efficiently organize and automate workflows and business processes for your entire company with a comprehensive software solution.

Planfix Features:

  • Project Management
  • Task Management
  • Client Accounting
  • Online Gantt Chart
  • Mind Map
  • Planners
  • Email Integration
  • Events Chronicle in Real Time
  • User Reports
  • and much more.

Planfix API 

Link your services or apps to Planfix, import/export data, and extend your account capabilities via HTTP and XML protocol:

  • REST API
  • XML API v1
  • Telephony API
  • Chats API 

Planfix integrates with various apps and software solutions.  

  • Messengers and social networks: Facebook, Instagram, WhatsApp, Telegram.
  • Email and mailout services: Gmail, MailChimp, MailerLite, SendGrid, SendPulse. 
  • Cloud storage: Dropbox, Google Drive, OneDrive. 
  • SMS services: Twilio, Plivo, Telnyx, Vonage, Selzy, SimpleTexting, and others. 
  • Google services: Google Maps, Google Contacts, Google Calendar, Google Forms.
  • Microsoft Programs: Office 365, Microsoft Word, Microsoft Excel. 
  • Connectors: Zapier, Make. 
  • Chats 

Planfix Resources

Planfix Brochures Download Brochure

Overall Planfix Reviews

Thinking about using Planfix? Check out verified user reviews & ratings based on Planfix's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

5/5

Based on 5 Reviews

Write a Review Or
Ask a question
Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4.2

Ease of use

Out of 5

Value for money Value for money 4.2

Value for money

Out of 5

Customer support Customer support 4.8

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 85%

Likelihood to recommend

Out of 100%

Planfix Pros and Cons

"Benefit from the complete automation of every business process, seamless collaboration among all teams, efficient data storage and management, and effective client handling. The standout advantage is that Planfix unifies the entire company's activities and processes within a single, cohesive business environment."

"Highly customizable ERP systemMobile applications enable remote work and real-time collaborationAutomation tools to streamline work processes and increase productivity"

"Flexibility! Everywhere and at all what Planfix give you the flexibility is increadible."

"One aspect that may arise is the time required to grasp the inner workings and underlying logic of the system, but the outcome justifies the effort. However, it's important to note that the Planfix Help center contains numerous educational resources, which significantly facilitate the onboarding process."

"Old-style part of interfaces may not appeal to users who prefer a modern lookLanguage options are not fully translated, which can be a challenge for non-English-speaking users"

"I expect more features around integrations and marketplace, it looks like a best step to improove my processes."

SoftwareSuggest reviews are authentic and verified. Here's how.

Showing 5 out of 5 Reviews

Alex P.

Product Manager

Used the software for : 1-2 years (Daily)

Company Size :11-50 employees

5.0

Aug 04, 2023

Verified via Business email.

Verified Reviewer

The reviewer either uploaded a screenshot or invoice of the last billing, confirming their status as a current user of the software.

Verified User

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Efficient Project Management Solution

Simplify the setup and management of extensive projects, regardless of their complexity and the number of tasks and team members involved. Granting clients access enhances communication by allowing them to monitor task progress, offer real-time adjustments, and seek clarifications as needed. A top-notch system for streamlining project management and automating business processes.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix IOS App Experience

1 2 3 4 5 6 7 8 9 10

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Planfix?

Benefit from the complete automation of every business process, seamless collaboration among all teams, efficient data storage and management, and effective client handling. The standout advantage is that Planfix unifies the entire company's activities and processes within a single, cohesive business environment.

What do you dislike about Planfix?

One aspect that may arise is the time required to grasp the inner workings and underlying logic of the system, but the outcome justifies the effort. However, it's important to note that the Planfix Help center contains numerous educational resources, which significantly facilitate the onboarding process.

What features is Planfix currently missing?

Everything is well-liked.

Artsiom

Database manager

Used the software for : Less than 6 months (Yearly)

Company Size :51-200 employees

5.0

Mar 20, 2023

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

A Highly Customizable ERP System for Efficient Business Management

Planfix.com is a versatile ERP system that allows businesses to streamline their processes and improve overall efficiency. The system's high customization level means it can be tailored to meet specific business needs. It offers mobile applications, which make it easy to manage work processes on the go, and the automation tools help reduce manual labor and increase productivity.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Planfix IOS App Experience

1 2 3 4 5 6 7 8 9 10

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Planfix?

Highly customizable ERP systemMobile applications enable remote work and real-time collaborationAutomation tools to streamline work processes and increase productivity

What do you dislike about Planfix?

Old-style part of interfaces may not appeal to users who prefer a modern lookLanguage options are not fully translated, which can be a challenge for non-English-speaking users

What features is Planfix currently missing?

Maybe it's more about type of market they are oriented for, as for me it's not a low-code solution that should be for programmers

Stepan C.

CEO

Used the software for : 2+ years (Daily)

Company Size :11-50 employees

5.0

Feb 13, 2023

Verified via Business email.

Verified Reviewer

The reviewer either uploaded a screenshot or invoice of the last billing, confirming their status as a current user of the software.

Verified User

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Greatest CRM and task-management I've ever used

I started work with Planfix in 2015. Year to year, I found many ways to improve the outcome of my team. At first, we began by adding real-time on projects and generating many documents by the projects-data (Contracts, Appendixes, Invoices, Acts, etc.). Then we improved work with workspaces for every team: developers, managers, CEO, accountant, assistants, etc. Every team got its interface and features for work. By the way, we can change everything without developers and do it in seconds when we find a place to improve something. And if I can't find a way to our goals - the best support I've ever seen helps us to solve the request. They broke my mind with support level! It's awesome! So I recommend Planfix for a team who is looking flexible and stable system to build their processes without developers and extra payments.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Planfix?

Flexibility! Everywhere and at all what Planfix give you the flexibility is increadible.

What do you dislike about Planfix?

I expect more features around integrations and marketplace, it looks like a best step to improove my processes.

What features is Planfix currently missing?

I can't imagine the missed features in Planfix, it's really strange and awesome!

What other products like Planfix have you used or evaluated?

Basecamp for 3 years, Asana for a year, Trello for some monthes.

???? ?.

Operational Director

Used the software for : 2+ years (Daily)

Company Size :11-50 employees

5.0

Feb 13, 2023

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Great app for small lbusiness

Planfix is an adoptive tool for New and small businesses. Setup is very simple and intuitive; you can start setting it yourself or use some pre-set for your business process.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Planfix?

Fantastic interface, usability for admin and and users. Very effective and responsible support team

What do you dislike about Planfix?

It is always improving. I would be happy to see better report visualisation settings

What features is Planfix currently missing?

No

What other products like Planfix have you used or evaluated?

Workvia, monday

Alexander B.

Commercial Director

Used the software for : 1-2 years (Daily)

Company Size :51-200 employees

5.0

Feb 13, 2023

Verified via Business email.

Verified Reviewer

The reviewer either uploaded a screenshot or invoice of the last billing, confirming their status as a current user of the software.

Verified User

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Perfect instrument for b2b IT-startups

I have been using Planfix since 2021 winter for Commercial Department and Marketing needs. It is a great opportunity to set up and run CRM processes without programming quickly. At the same time, everything can be done flexibly.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 2

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Planfix?

everything can be done flexibly with just a few blocks. good opportunity for customization

What do you dislike about Planfix?

The main view of task, I think, need to be revised. And there are some issues about tasks table view.

What features is Planfix currently missing?

It is enough for my tasks. There are some issues about tasks table view. I sent this info to support.

What other products like Planfix have you used or evaluated?

salesforce, bitrix24, sugarcrm, amocrm

Alternatives of Planfix

Explore alternative software options that can fulfill similar requirements as Planfix. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Planfix FAQs

How much does Planfix cost?

The starting price of Planfix is ₹ 0/Up to 5 users. It has different pricing plans:

  1. FREE : ₹ 0/Up to 5 users
  2. Plan A : ₹ 576/User/Month. Billed annually
  3. PLAN B : ₹ 1296/User/Month. Billed annually
  4. PLAN X : ₹ 2016/User/Month. Billed annually

Planfix also provides a free trial to users.

What apps do Planfix integrate with?

Planfix integrates with various apps:

  • GMail
  • Zapier
  • Office365
  • Gmail
  • VirtualPBX
  • Telegram
  • Facebook
  • MailerLite
  • MailChimp
  • Sendgrid
  • SendPulse
  • Google Forms
  • Google Sheets
  • Google Map
  • Google Calendar
  • Twilio
  • TextUs
  • Plivo
  • Telnyx
  • Google Drive
  • OneDrive
  • Dropbox
  • Microsoft Word
  • Microsoft Excel
  • Google Contacts
  • Brevo
  • Calendly
  • CallGear
  • ChatGPT
  • Dropbox Business
  • Zadarma
  • Yespo
  • Vonage
  • Viber

What are the top 5 features for Planfix?

The top 5 features for Planfix are:

  • Asset Management
  • Case Management
  • CRM
  • Customer Management
  • Customer Support

What platforms does Planfix support?

Planfix supports a variety of platforms including Android and IOS.

What types of businesses does Planfix serve?

Planfix serves a wide range of businesses, including but not limited to Freelancer, Startups, SMEs, Agencies & Enterprises.

How is Planfix commonly used?

Planfix is commonly used for various purposes, such as Collaboration, Project Management, Business Process Management and more.

Who are the primary competitors of Planfix?

The three major competitors of Planfix are Asana, Wrike and ClickUp. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.

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