Planfix vs ClickUp Planfix CRM and Project Management System

Planfix vs ClickUp

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.

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Planfix Primary Areas of Focus

Task management, project management, CRM, and business process automation.

Planfix Primary Areas of Focus  — Planfix vs ClickUp

ClickUp Primary Areas of Focus

Task management, project management, time tracking, and goal setting.

Planfix Features — Planfix vs ClickUp

Planfix Features

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.

Tracking Whatever You Need

Create your own data tags for whatever details you need tracked to manage your company's business.

Tracking Whatever You Need — Planfix vs ClickUp

Time Tracking

Planfix allows you to track employee working time to calculate payments for employees paid per hour. Track the actual working time directly in Planfix without any third-party apps.

Project Management

CRM

Help Desk

Omnichannel Communication

HR Management

Project Management — Planfix vs ClickUp

Project Management

Planfix provides full-scale task and project management for all departments — from marketing and sales to product teams and IT outsourcing.
Build and maintain your client base, track deals, manage documents, and monitor time and resources for each project.
Even complex initiatives are easy to manage when tasks are clearly assigned and roles are well defined – all in a single platform.
Planfix helps you confidently manage every stage of the project lifecycle from initial pitch to final report.
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CRM — Planfix vs ClickUp

CRM

Planfix gives you a central place to manage your clients, track time and resources, store documents, and generate reports, so everything is transparent and controlled.
Manage your entire sales funnel: from first contact to delivery and handover of documents, all captured in one system.
You can organize contacts by type or role – clients, suppliers, partners, contractors, etc.
Need to manage product catalogs, price lists, or currency exchange rates? You can manage all of it in a structured and unified workspace.
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Help Desk — Planfix vs ClickUp

Help Desk

With Planfix, you can receive support requests from all your communication channels – email, chat, or messenger – and distribute them to the right teams through a single system.
Track how much time your support team spends on each request, whether in the office or remotely.
Save time with pre-made replies to common questions and let Planfix automatically assign incoming tickets.
With the integrated ticket system, you can even delegate routine tasks to other departments.
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Omnichannel Communication — Planfix vs ClickUp

Omnichannel Communication

Skip the development team! Planfix brings email, chat, messenger, and social media together in one place without you having to code.
No more wondering where that message is coming from. With Planfix, all channels are automatically synchronized.
Every message and email is saved, so you can find the necessary information without trawling through inboxes.
You control team communication with access controls, private notes, and smart delivery rules.
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HR Management — Planfix vs ClickUp

HR Management

Map out your organization chart, assign roles, and connect teams, departments, and workgroups in a single system.
Log working hours, track time off, and easily manage your vacation calendar.
Make onboarding a breeze with task automation and ready-made templates.
Use Planfix as your internal brain! Create document templates and store each version in a reliable location.
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ClickUp Features — Planfix vs ClickUp

ClickUp Features

ClickUp is a tool for managing tasks and projects across teams, especially when things aren’t too complex.

It offers different views such as boards, timelines, and calendars.
There are some automation tools, mainly basic templates for simple workflows.
CRM features are limited, so it's better suited for task tracking than full sales management.

Planfix Ease of Use

ClickUp Ease of Use

Planfix Ease of Use — Planfix vs ClickUp

Planfix Ease of Use

Planfix is easy to use, whether you are a small team or a large company.
The interface adapts to your workflow, not the other way around.
Thanks to the intuitive layout and well-thought-out structure, newcomers will quickly feel at home.
ClickUp Ease of Use — Planfix vs ClickUp

ClickUp Ease of Use

ClickUp tries to be a one-size-fits-all tool, but the sheer number of features can initially be overwhelming.
New users often need extra time to get used to the interface and unlock the system’s full potential through proper setup.
Planfix vs ClickUp Customer Service — Planfix vs ClickUp

Planfix vs ClickUp Customer Service

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 Customer Service

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.

Planfix Customer Service — Planfix vs ClickUp

ClickUp Customer Service

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 Plans and Pricing

ClickUp Plans and Pricing

Planfix Plans and Pricing — Planfix vs ClickUp

Planfix Plans and Pricing

Free – $0 up to 5 users. Despite certain functional limitations, the free version is suitable for managing projects for small teams and start-ups.
Plan A: $8 per user/month. Best for 1 – 99 users.
Plan B: $18 per user/month. Best for 1 – 250 users.
Plan X: $28 per user/month. Best for 6+ users.
Planfix Pricing
ClickUp Plans and Pricing — Planfix vs ClickUp

ClickUp Plans and Pricing

Free: $0. In terms of functionality, the free version of ClickUp is suitable for personal use, such as for freelancers managing projects, as well as for small teams.
Unlimited: $7 per user/month. Billed annually.
Business: $12 per user/month. Billed annually.
Enterprise: prices available upon request.

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Why Choose Planfix? — Planfix vs ClickUp

Why Choose Planfix?

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.

Ready-made Solutions

Want to get up and running fast? Planfix has ready-made solutions that fit directly into your workflows. Just choose what fits, and off you go – no tedious setup or heavy lifting.

No-code Customization

Whether starting from scratch or building on your current setup, Planfix lets you tailor everything without writing a single line of code. It’s real power, minus the developers.

Planfix API

Want to go further? Use the Planfix API to create your integrations, develop custom tools, or even launch complete apps – all tailored to your business logic.

Solutions for Teams

Instead of juggling different tools for each department, Planfix brings all your teams together in one system. Everyone stays on the same page, achieving results faster.

Solutions for Teams — Planfix vs ClickUp

Solutions for Any Business

Planfix is scalable, whether you're a startup looking for structure or an enterprise needing serious automation. It's flexible, powerful, and ready to grow with you.

Comparison with Other Solutions
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