Product Management Planfix CRM and Project Management System

Product Management

Manage product lifecycles from idea to launch. Transfer all agile processes and development product projects to Planfix.

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Link colleagues from different teams and facilitate collaborative work in your company in a unified product management system.

Generate Ideas

Plan

Automate

Launch

Generate Ideas — Product Management
1

Generate Ideas

Create working groups and assign coworkers roles at the project or task level.
Link internal and external users to communication on tasks within a project.
Exchange ideas on the messengers you're familiar with, and all of your communication will be stored in the appropriate Planfix project.
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Plan — Product Management
2

Plan

Create project and task templates to use them in the future with a single click.
Outline workflows and customize them for your specific team.
Transfer project roadmaps to Planfix using relationship diagrams.
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Automate — Product Management
3

Automate

One of our slogans is: Leave the work to the robots! Our system offers extensive tools for automation and saving time on routine tasks.
Drag-and-drop, buttons, scripts, recurring and sequential tasks — these offer just a taste of how Planfix will simplify your work.
Use ready-made solutions to automatically create convenient workspaces for your teams.
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Launch — Product Management
4

Launch

Add pre-defined time and finance data tags to tasks, or create your own.
Keep track of development expenses and revenue.
Create informative reports for management and investors.
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Sprints — Product Management

Sprints

Configure your Agile processes or transfer existing ones to Planfix product management platform. Plan your product's growth and use this plan at various stages of the lifecycle.

Project Templates

Task Templates 

Quickly create routine tasks with predefined parameters, such as project, assignee, description, etc.

Task Processes

Manage the life cycle of a task, from its creation to its completion.

Task Priorities

Prioritize tasks as you see fit. Improve time management, and take planning to the next level.
Conference Calls and Meetings — Product Management

Conference Calls and Meetings

Communicate with in-house and outsourced colleagues, plan group calls, conduct sprint retrospectives, and configure reminders and notifications so nothing gets forgotten.

Chat in Tasks 

Reminders

Direct attention to a task or contact when needed. Planfix can remind you about a task or contact at a specified time.

Hourly Calendar

Plan working time so your day is as productive as possible.

Hourly Schedule

Create a visual representation of an employee's workload for a given period of time.

Integrations

Use special connectors to link the third-party programs and services you and your colleagues use. Use the Planfix API to expand the system's capabilities.

Telegram
Microsoft 365
Google drive
Google sheets
Google calendar
Dropbox
Google Contacts
Gmail
Microsoft Excel
Microsoft Project
Microsoft Word
VirtualPBX
Zapier
Google Docs
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Visualization — Product Management

Visualization

Display the same tasks differently in different planners. Use overall planners or create unique workspaces and task filters for different teams.

Different planners
Kanban
Chronicle
Planfix Planners
Planfix's tools for managing product lifecycles and automating routine tasks.

Gantt Chart

Arrange and visualize task priorities and deadlines to better manage task sequencing and timing.

Task Calendar

Keep track of task completion dates by displaying them as a Task calendar list.

Workspace

Each employee or department can create a workspace with just the sections and features they need. Color scheme, planners, menus with just you need, selected report and so on.

Use all of Planfix's features for 14 days, completely free of charge

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