Planfix

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What is Planfix?

Planfix is an online platform for managing the entire company. Planfix is a work and project management software for a business of any scale and any industry.

The Planfix platform allows an organization to manage its entire business online. Regardless of the size and industry of your business, Planfix is an excellent project and work management tool. Your company gets a management system that is completely customized, from the process design to the appearance.

One integrated platform allows Planfix users to manage tasks and projects, CRM, sales, marketing, production, logistics, support service, finance, and human resources all at once. There is seamless data transfer between teams - for example, a transaction during the implementation stage becomes a project, and then it is transferred to support.

Flexible access settings allow users to view only the information they need for their productive work, while managers can view the entire business process. You can configure and control various business processes within the company without knowing any programming language.

In addition to project management, client accounting, task management, online Gantt charts, email integration, calendar, event chronicles in real time, analytics and reporting, external users' connection, linking accounts, and many others, the platform offers a wide range of powerful features. Whether you are a newbie or a tech-savvy user, Planfix is ideal for you.

Experienced users will find in Planfix advanced features not available in other services and systems. These features include extensive customization and automation possibilities, flexibility for building projects, and the ability to automate complex business processes. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation.

We believe that Planfix is suitable for business as well as non-profit organizations, public associations, and any other group of people working towards a common goal.

More than 68 000 users use this platform to automate business workflows for more than 7000 companies.



Planfix currently scores 60/100 in the Project Management category. This is based on press buzz (38/100), recent user trends (falling), and other relevant information on Planfix gathered from around the web.

The score for this software has declined over the past month. What is this?
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Project Management Market Radar

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Planfix Product Overview

  • Project Management

  • Client Accounting

  • Task Management

  • Online Gantt Chart

  • Enhanced Integration with Email

  • Planner

  • Chronicle of Events in Real Time

  • User Reports

  • Connecting Clients

  • Linking Accounts


Languages Supported: English

Project Management Software Buyer Guide 2023

Product recommendations, vendor rankings, market overview and tips on how to select Project Management software for business. Published in January 2023.

Software can be a key success factor in the management of projects. Specialized apps can help organize and streamline operations that help professionals achieve project goals quicker and more efficiently. Project management software typically focuses on wor...

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Planfix Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Gantt Charts
  • General Account Ledger
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Time Management
  • Resource Management
  • Collaboration Support
Planfix Pricing

Planfix Pricing Plans

FREE

Free
  • 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

Plan A

$7.95
1 user(s) / month
  • For 6 to 99 Users
  • 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.

PLAN B

$17.95
1 user(s) / month
  • For 6 to 250 Users
  • 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.

PLAN X

$27.95
1 user(s) / month
  • For 6 to 1500 Users
  • 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.

Plans starting from: $7.95/month Credit card required: N/A

Planfix FAQs

What is Planfix generally used for?

Planfix combines task and project management, customer relationship management, sales, marketing, production, logistics, support services, finances, and human resources functions in a single platform. Data is seamlessly transferred between teams - for instance, from implementation to support, and the transaction becomes a project.

Does Planfix integrate with any other apps?

A wide range of ready-to-use integrations is available, including messengers and social networks, maps, email services, IP telephony, cloud office, and various storage services. Moreover, it is integrated with connectors such as Zapier and Make, which allows users to connect their own apps and services. The Planfix API is available for developers and integrators to tailor solutions and integrations according to their needs.

What are some applications Planfix is commonly used in tandem with?

Google Forms, Google Contacts, Google Calendar, Microsoft Office (Word/Excel), Office 365, Dropbox, Google Drive, OneDrive, Virtual PBX, SMS Services, Zapier, Google Maps, Gmail, Outlook, Mailchimp, Telegram, WhatsApp, Viber, Facebook, Instagram

Does Planfix offer an API?

By utilizing the API, you are able to quickly and easily create web and desktop applications that can be integrated with any Planfix account.

Here are a few options for using Planfix APIs:
* Developing your own Planfix-based applications or services.
* The development of add-ons to the main functionality of Planfix. Expanding the service's capabilities.
* Data import into Planfix from other systems.
* Data export from Planfix to other systems.
* Organizing tasks and actions notifications in Planfix.
* Transferring Planfix to other platforms, including mobile apps.
* Providing services for obtaining and using Planfix analytical information.

What platforms does Planfix support?

Planfix is a cloud-based solution that works with all modern browsers. Additionally, iOS and Android apps are available.

Who are the main user groups of Planfix?

Besides business teams, Planfix also suits non-profit organizations, public associations, and any other group of people seeking to achieve a common goal.

Does Planfix offer multi-user capability (e.g. teams)?

Planfix aims to create a collaborative environment that enables Marketing, Sales, Product and R&D, IT and Support, and Finance and Accounting teams to collaborate.

Does Planfix offer guides, tutorials and or customer support?

You can reach Planfix Custom Support via Email, Telegram, Facebook, Skype, or Viber 24/7/365. We receive all questions you send through any channel as tasks in our Planfix account, so we can answer them as quickly as if they were from your account.

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