Picking the right tool can make or break your team’s workflow. Planfix gives you complete control over your projects with integrated CRM features. You can customize everything from the user interface to automation, tailoring the system to your needs.
Task management, project management, CRM, and business process automation.
Task management, project management, time tracking, and goal setting.
Planfix doesn’t box you in – you can build any structure your business needs. It’s not just about flexible fields, but complete control over workflows. Unlike ClickUp, Planfix gives you scripts, custom buttons, and powerful automations to run projects and help clients work the way you want.
ClickUp is a tool for managing tasks and projects across teams, especially when things aren’t too complex.
Both Planfix and ClickUp offer solid customer support, but Planfix goes one step further. You get a personalized experience with in-depth help through tickets, thorough documentation, and a team that guides users with complex, highly customized settings. The support is fast but also thoughtful, detailed, and valuable, especially if your workflows are not one-size-fits-all. Plus, Planfix constantly improves its support channels based on honest user feedback.
Planfix offers a comprehensive service. From video tutorials to personal consultations, you get everything you need to get started and keep moving. You also get access to the Planfix Academy, a comprehensive knowledge base, and a team that responds quickly, no matter where you are on your journey with the platform.
ClickUp offers support for everyone, but the level of service you get depends on your plan. Users on the Business plan usually receive faster responses and are given priority, while users on the Free or lower plan may have to wait longer for help.
Planfix is not just another project tool – it’s a flexible command center for your entire company. You design it around your processes, not the other way around. With customizable workflows, powerful automations, and seamless integrations, your teams can do more without chaos. Forget off-the-shelf software – Planfix adapts to you and scales effortlessly as your business evolves, no matter how unique or complex your operations are.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
