Tired of juggling different apps just to get your work done? Planfix combines CRM, tasks, projects, clients, files, and team management in a single workspace. This allows you to keep your work connected, and organized without unnecessary effort.
Task management, project management, CRM, and business process automation.
CRM, marketing automation, sales management, and customer support.
Everything you need to manage your business: complete task and project control, work with clients directly within tasks, document flow and storage, a customizable interface, and advanced tools to analyze key process data and improve performance.
HubSpot combines CRM, marketing automation, sales, and customer support. It’s excellent for building processes early and improving client relationships. However, its capabilities can be limited as your business grows and requires more complex workflows.
Customer support of Planfix and HubSpot follows different principles, reflecting each platform’s philosophy: one focuses on flexibility and self-reliance, the other on a scalable ecosystem with external resources.
Customer support is handled directly in tasks using Helpdesk workflows, AI assistants, automated processing, and an integrated knowledge base – all within a single, unified system that connects everything and is easy to manage.
The support system includes tickets, a live chat, a knowledge base, and full interaction history in the CRM. Paid features and external integrations are available for advanced capabilities.
Planfix helps you set up a unified system for managing tasks, projects, clients, and business processes. It adapts to your company’s logic, scales without constraint, and combines automation, data tags, communication, time tracking, and customer service in one.
Consolidate all of your teams and departments into one connected workspace. Planfix keeps everyone on the same page, which means fewer silos and smoother teamwork.
From small startups to large enterprises, Planfix offers the flexibility and power you need to automate what matters most, no matter the size of your business.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
Discover what sets Planfix apart from other management systems, from tackling tasks more efficiently to helping companies better optimize their processes. Compare your options, make your choice, and start transforming your business today!
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