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.
Task management, project management, CRM, and business process automation.
Task management, project management, and collaboration.
Planfix brings together task management, CRM, automation, data tags, and time tracking. It adapts to business processes of any complexity without coding.
Perfect for small teams and large enterprises. Planfix grows with your business and evolves as your processes develop.
Covers much more than just tasks: Sales, customer service, finance, and cross-department processes – all managed in one place.
Keep everything in one space: tasks, projects, communication, and complete client history are always accessible.
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.
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.
Provides individual support with a strong understanding of business processes and flexible solutions tailored to client needs.
Provides standard support channels, quick replies to common requests, and an extensive knowledge base with detailed documentation.
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.
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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