Planfix Vs Smartsheet Planfix CRM and Project Management System

Planfix Vs Smartsheet

Planfix is a powerful alternative to Smartsheet. In addition to tasks and projects, you get CRM, Help Desk, time tracking, and automation – all without coding. Manage your entire business in a single 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 Smartsheet

Smartsheet Primary Areas of Focus

Task management, project management, and collaboration.

Planfix Features — Planfix Vs Smartsheet

Planfix Features

Planfix brings together task management, CRM, automation, data tags, and time tracking. It adapts to business processes of any complexity without coding.

Scalable System for Business

Perfect for small teams and large enterprises. Planfix grows with your business and evolves as your processes develop.

Managing the Entire Company

Covers much more than just tasks: Sales, customer service, finance, and cross-department processes – all managed in one place.

Unified Information Environment

Keep everything in one space: tasks, projects, communication, and complete client history are always accessible.

Tasks and Projects

CRM

Help Desk

Omnichannel Communication

Teamwork&Automation

Tasks and Projects — Planfix Vs Smartsheet

Tasks and Projects

Manage functions of any scale or complexity.
Projects with flexible structures and custom logic.
Templates and process automation.
Track deadlines, dependencies, and status in real time.
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CRM — Planfix Vs Smartsheet

CRM

Fully customizable no-code CRM.
Complete cycle: from lead to client support.
Deal and stage automation.
Complete history of client actions and communication.
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Help Desk — Planfix Vs Smartsheet

Help Desk

Built-in customer support module.
Automatic ticket creation from emails and messages.
SLA tracking and reporting.
Support is fully integrated with tasks and projects.
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Omnichannel Communication  — Planfix Vs Smartsheet

Omnichannel Communication

Integrations with messengers, social media, and email.
Auto-create tasks from incoming messages.
Full communication context in one client card.
Work with clients without switching platforms.
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Teamwork&Automation — Planfix Vs Smartsheet

Teamwork&Automation

Shared workspace for all departments.
Visual setup of business processes.
Robots, rules, templates, and workflows.
Reduce routine and minimize errors in daily work.
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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 Smartsheet

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.

Smartsheet Features — Planfix Vs Smartsheet

Smartsheet Features

Smartsheet is a spreadsheet-style tool for managing tasks and projects. It works well for visual process control but has limits when building end-to-end business workflows.

Spreadsheet format with collaborative editing.
Task and project management.
Basic automation and notifications.

Planfix Ease of Use

Smartsheet Ease of Use

Planfix Ease of Use — Planfix Vs Smartsheet

Planfix Ease of Use

All modules in one interface – no switching between tools.
Visual setup of logic, fields, and layouts without coding.
Fast implementation, no developers required.
Smartsheet Ease of Use — Planfix Vs Smartsheet

Smartsheet Ease of Use

Spreadsheet-style interface familiar to Excel users.
Limited flexibility for process customization.
External help is needed as logic grows more complex.
Planfix Vs Smartsheet Customer Service  — Planfix Vs Smartsheet

Planfix Vs Smartsheet Customer Service

Unlike competitors, Planfix offers personalized support, quick responses, and deep knowledge of business processes. You can contact support from your account, email, or social media. It’s free on all plans, while Smartsheet limits it to higher tiers.

Planfix Customer Service

Provides individual support with a strong understanding of business processes and flexible solutions tailored to client needs.

Planfix Customer Service — Planfix Vs Smartsheet

Smartsheet Customer Service

Provides standard support channels, quick replies to common requests, and an extensive knowledge base with detailed documentation.

Planfix Plans and Pricing

Smartsheet Plans and Pricing

Planfix Plans and Pricing — Planfix Vs Smartsheet

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
Smartsheet Plans and Pricing — Planfix Vs Smartsheet

Smartsheet Plans and Pricing

Free – $0 for 1 user and 2 editors. Basic task tracking.
Pro – $9 per user/month (billed annually).
Business – $19 per user/month.
Enterprise – Custom pricing.

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

Why Choose Planfix?

Planfix is a philosophy of running your business from a single point of view. No separation of tasks, clients, and processes into different tools – everything stays in one place.

Management Without Limits

Management Without Limits — Planfix Vs Smartsheet

Total Control

Manage all processes – from CRM to Help Desk – in one system.
Management Without Limits — Planfix Vs Smartsheet

No-Code Setup

Configure everything without developers, using visual rules and workflows.
Management Without Limits — Planfix Vs Smartsheet

Flexible Integration

Use ready-made or custom integrations via API and webhooks.

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 Smartsheet

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 Smartsheet

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.
FAQ

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