Planfix Vs Pipedrive Planfix CRM and Project Management System

Planfix Vs Pipedrive

In business, speed matters – but so does control. Planfix unites sales, projects, finance, and teams in a single system, consolidating all company processes into a unified workspace.

Unite tasks, clients, and teams in one system!

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No credit card needed • Unlimited time on Free plan

Planfix Primary Areas of Focus

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

Planfix Primary Areas of Focus — Planfix Vs Pipedrive

Pipedrive Primary Areas of Focus

Sales pipeline management, CRM, and workflow automation.

Planfix Features — Planfix Vs Pipedrive

Planfix Features

A complete set of tools: Task and project management, team communication via comments, reports, contact and document tracking, data tags, access control, integrations, and a customizable interface tailored to your needs.

Everything your business needs in one system: from tasks to CRM and automation.

Everything your business needs in one system: from tasks to CRM and automation. — Planfix Vs Pipedrive

CRM Transformer

Adapt the CRM to your business processes – from lead capture to post-sale service.
Everything your business needs in one system: from tasks to CRM and automation. — Planfix Vs Pipedrive

Project Management

Manage projects effectively and maintain control over deadlines, roles, dependencies, and budgets to ensure successful project completion.
Everything your business needs in one system: from tasks to CRM and automation. — Planfix Vs Pipedrive

Task Management

Assign tasks, track progress, and meet deadlines with complete control at every stage.

Tracking Whatever You Need

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

Tracking Whatever You Need — Planfix Vs Pipedrive

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.

Finance & Operations

Sales&Logistics

Marketing

HR

Help Desk

Finance & Operations — Planfix Vs Pipedrive

Finance & Operations

Built-in tracking of time, costs, and project budgets.
Data tags for any data: time, resources, money, and more.
Tools for financial planning and reporting.
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Sales&Logistics — Planfix Vs Pipedrive

Sales&Logistics

Manage sales pipelines and deal stages.
Track orders, deliveries, and logistics flows.
Connect tasks, clients, and documents in one stream.
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Marketing — Planfix Vs Pipedrive

Marketing

Plan and launch marketing campaigns.
Analyze responses, segment your base, and automate mailings.
Flexible CRM provides a comprehensive view of leads and requests.
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HR — Planfix Vs Pipedrive

HR

Manage employees, roles, and the team structure.
Track time, vacations, and KPIs.
Automate training, onboarding, evaluations, and hiring.
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Help Desk — Planfix Vs Pipedrive

Help Desk

Handle requests from email, messengers, and forms with an AI assistant.
Auto-assign responsible staff and trigger workflows.
View full history and ticket status in one window.
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Pipedrive Features — Planfix Vs Pipedrive

Pipedrive Features

Pipedrive is a sales-oriented CRM with basic functionality. Best suited for teams focused on pipeline management and deal execution.

Lead and deal management.
Sales stage automation.
Pipeline and report visualization.

Planfix Ease of Use

Pipedrive Ease of Use

Planfix Ease of Use — Planfix Vs Pipedrive

Planfix Ease of Use

Customizable interface by roles and tasks.
Build processes without code using visual blocks.
Unlimited automation: from task creation to notifications.
Pipedrive Ease of Use — Planfix Vs Pipedrive

Pipedrive Ease of Use

Quick start for sales teams.
Simple visual pipeline.
Easy to adopt, even without CRM experience.
Planfix Vs Pipedrive Customer Service — Planfix Vs Pipedrive

Planfix Vs Pipedrive Customer Service

Planfix and Pipedrive have different approaches to customer support. Let’s take a look at how each system assists users, what support channels are available, and how quickly and effectively issues are solved.

Planfix Customer Service

Support through tickets, knowledge base, and community. Complex cases are handled with the help of specialists and developers

Planfix Customer Service — Planfix Vs Pipedrive

Pipedrive Customer Service

Live chat and knowledge base. The primary focus is on self-service and quick answers to standard requests.

Planfix Plans and Pricing

Pipedrive Plans and Pricing

Planfix Plans and Pricing — Planfix Vs Pipedrive

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 startups.
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
Pipedrive Plans and Pricing — Planfix Vs Pipedrive

Pipedrive Plans and Pricing

Lite — $14 per user/month. Organize your sales in one simple, intuitive workspace.
Growth — $24 per user/month. Automate emails and follow-ups so you can focus on closing.
Premium — $49 per user/month. Drive success from lead to close with full-cycle sales tools.
Ultimate — $69 per user/month. Optimize your sales results with the full power of Pipedrive.

From Tasks and CRM to Finance and Logistics – All in One Solution

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No credit card needed • Unlimited time on Free plan
Why Choose Planfix? — Planfix Vs Pipedrive

Why Choose Planfix?

Planfix is a platform that brings tasks, clients, and teams together in one space. Beyond sales, it helps you manage projects, finances, logistics, and support – creating end-to-end processes tailored to your specific business needs.

Planfix Is More Than Just CRM

Planfix Is More Than Just CRM — Planfix Vs Pipedrive

Client connection at every step

Tasks, deals, and communication flow together in one process.
Planfix Is More Than Just CRM — Planfix Vs Pipedrive

No-code customization

Change logic, interface, and fields without developers.
Planfix Is More Than Just CRM — Planfix Vs Pipedrive

Automate routine work

Cut time and errors with ready-made rules and scripts.

Solutions for Teams

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.

Solutions for Teams — Planfix Vs Pipedrive

Solutions for Any Business

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.

Planfix Vs Alternatives: See the Difference — Planfix Vs Pipedrive

Planfix Vs Alternatives: See the Difference

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!

Planfix Blog

We take a closer look at top software for managing tasks, projects, and customer data to help you choose wisely.
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