Jumping into the same old project and task management system can be cool, sure. It looks nice, and it definitely makes life a little easier.
But as time passes, you start noticing its limits, and the buzz you first felt begins to fade.
Eventually, you realize that this basic program just isn't cutting it. It's holding you back from progressing as quickly as you'd like.
Change is Good — Especially When It's Planfix!
Planfix is like a souped-up business process management system for folks who really know their stuff. It's built to help you dive deeper and gives you more options than your run-of-the-mill project and task management systems. Best part? Even small businesses and non-profits can get in on the action.
Alright, So What Gives Planfix Its Edge, Even When Stacked Up Against All Those All-in-One Systems?
Planfix scales up as your biz does
Typical all-in-one systems?
They're like a bunch of separate apps or building blocks, each handling a different job — think project management, CRM, HelpDesk, or even keeping track of the finances.
Planfix is the real deal, the whole enchilada, an all-in-one system for managing teamwork built around your business.
Thanks to its unique philosophy, Planfix grows and evolves with your company. You won't find two trees in the world that are exactly the same — and you won't find two Planfix systems that are identical either.
Chatting with Clients through Any Channel You Fancy.
Email, phone, messaging apps, social media — no matter where your client hits you up from, you'll get it in Planfix and be able to respond swiftly. Your client keeps chatting wherever they're comfy, and you manage all the convos and build up your interaction history with them in Planfix.
Everyone Sees Only What They Need for Their Work — No More, No Less.
Planfix has an uber-flexible data access rights system. Each staff member and department works with what they need, and the bosses see the big picture. Plus, you'll find corporate-level tools for monitoring and access control here.
Keeping Track While You're in the Thick of it, Working on Tasks, Projects, and Processes.
Data Tags are a unique tool in Planfix; there's nothing quite like it out there. You can keep tabs on time, money, or anything else you need right in the middle of your workflow and communication.
Tracking Whatever You Need
Create your own data tags for whatever details you need tracked to manage your company's business.
Time Tracking
Planfix allows you to track employee working time to calculate payments for employees paid per hour.
Revenue and Expense Tracking
Planfix allows you to track employee working time to calculate payments for employees paid per hour.
Task Data Tags
Add a data tag to a task to record an event that occurred while the task was being completed.
Calculated Fields
Planfix is a system for managing company workflows. Its ease of use and customizations speed up teamwork.
No credit card needed • Unlimited time on Free plan
A Kick-Ass Interface You Can Tweak to Your Heart's Content.
From the logo and fancy colors to custom workspaces for each job or team member, Planfix becomes your company's ultimate system - inside and out. It's like having your own personalized superhero tool, perfectly designed just for you.
Get ready to be blown away by an extensive range of features that streamline your team's routine tasks and save them precious time on all their assignments.
Planfix offers a toolkit that allows you to customize and automate business processes for any team. It's like having a magic wand to tailor workflows precisely to your needs and make them run on autopilot.
Integrate Apps With Just a Few Clicks
Planfix has got your back when it comes to teaming up with other popular services and systems. It's like adding superpowers to the platform by hooking up the programs your teams are already rocking.
