Planfix vs Trello Planfix CRM and Project Management System

Planfix vs Trello

Planfix isn’t just for tasks – it’s a complete solution for projects, teams, and business processes. No need to compromise: Planfix grows and adapts to your business like a trusted teammate.

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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 Trello

Trello Primary Areas of Focus

Kanban-based task tracking, simple project management.

Planfix Features — Planfix vs Trello

Planfix Features

Think of Planfix as the Swiss army knife of business process management. Thanks to its flexibility, you can automate everything – from simple task workflows to a fully-fledged CRM. Designed for companies that refuse to fit into a standard program, Planfix handles the unique tasks that standard systems just can't manage.

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Tracking Whatever You Need

Create your data tags to track the details you need to manage your company's business.

Tracking Whatever You Need — Planfix vs Trello

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.

Teamwork

Customer Relations

Advanced Automation

In-Depth Reporting and Insights

Teamwork — Planfix vs Trello

Teamwork

Planfix makes teamwork seamless across all departments.
Set up a dedicated workspace tailored to each team's specific needs.
Manage internal workflows and collaborate on tasks and documents without chaos.
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Customer Relations — Planfix vs Trello

Customer Relations

Stay in touch the smart way – Planfix bundles all customer communication into a single, straightforward channel, regardless of where the message originates.
Include customers and external users in tasks and projects, and control who has access to what, including individual messages.
Maintain a comprehensive record of every customer interaction, from the initial “Hello!” to final contracts and successful deals.
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Advanced Automation — Planfix vs Trello

Advanced Automation

Save time (and your sanity) by automating repetitive tasks, connecting bots, and optimizing workflows – all with Planfix’s powerful automation tools.
Set up templates for tasks, projects, and documents to streamline workflow. Starting a new project or workflow is just a few clicks away.
Create workflows for tasks and contacts, set specific start times or conditions, and let Planfix do the heavy lifting.
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In-Depth Reporting and Insights — Planfix vs Trello

In-Depth Reporting and Insights

Dig into deep-dive analytics like a pro. Track your time, money, and human resources without breaking a sweat.
Create reports from real data, forecast smarter moves, spot growth opportunities, and dodge risks before they hit.
Design custom report templates and schedule automatic report deliveries like clockwork.
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Trello Features — Planfix vs Trello

Trello Features

Trello offers a classic to-do board for solo users or small teams just starting. It fits for anyone new to SaaS task management tools, although Trello doesn’t offer complex workflows or serious automation.

Task tracking is available across multiple boards.
Suitable for managing small-scale projects.
Integrations with external services are supported to expand available functions.

Planfix Ease of Use

Trello Ease of Use

Planfix Ease of Use — Planfix vs Trello

Planfix Ease of Use

Planfix offers a wide range of features and settings to automate various tasks without requiring developers.
It is a true no-code platform that’s all about flexibility.
Getting started with Planfix is a breeze, as there are numerous tutorials, video guides, and articles to guide you every step of the way.
Trello Ease of Use — Planfix vs Trello

Trello Ease of Use

Trello’s interface is clean and beginner-friendly – that’s part of its charm.
But if your team needs more than checklists and cards, you might hit a wall.
There’s no built-in support for dependencies, task sequences, or structured workflows, which can make complex planning feel a bit improvised.
Planfix vs Trello Customer Service — Planfix vs Trello

Planfix vs Trello Customer Service

Reliable support isn’t just a nice-to-have – it’s a dealbreaker for many businesses. When teams run into questions or technical bumps, having real, accessible help can make the difference between a smooth rollout and a stressful one. Planfix shines here: their support team is available throughout the setup and everyday use, helping users get the most out of the platform.

Planfix Customer Service

Planfix offers personal consultations, an in-depth knowledge base, video tutorials, and access to the Planfix Academy – a full-service approach that meets users where they are.

Planfix Customer Service — Planfix vs Trello

Trello Customer Service

Trello doesn’t offer round-the-clock support. You’ll find a helpful library of articles and a user forum, and you can submit tickets, but don’t expect personalized guidance or quick replies.

Planfix Plans and Pricing

Trello Plans and Pricing

Planfix Plans and Pricing — Planfix vs Trello

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
Trello Plans and Pricing — Planfix vs Trello

Trello Plans and Pricing

Free plan: Trello offers a free plan for individuals or small teams. However, it is limited in boards, storage space, and workspaces.
Standard plan: starts from $5 per month (annually). Limited workspaces and storage space.
Enterprise Plan: $12.50 per month or $10 per month (annually).
Premium plan: From $17.50 per user per month (annually) for about 50 users.

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Why Choose Planfix?

Why Choose Planfix? — Planfix vs Trello

Customizable for Any Workflow

Planfix isn’t a one-size-fits-all tool – it bends and flexes to fit exactly how your business operates.
Why Choose Planfix? — Planfix vs Trello

Scales with Your Business

Integrate Planfix seamlessly into your systems without interruption. Thanks to its versatility, Planfix grows with you, whether you’re a startup or moving towards enterprise-level.
Why Choose Planfix? — Planfix vs Trello

Omnichannel Platform

Keep all your customer communication in a cozy digital home. Connect messengers, chats, emails, and communicate in Planfix as if it were a single conversation.

All-in-One Powerful System

All-in-One Powerful System — Planfix vs Trello

Task Management

Next-level of collaboration and task management that feels effortless.
All-in-One Powerful System — Planfix vs Trello

Project Management

Strong project management – no matter how big, messy, or complex your goals get.
All-in-One Powerful System — Planfix vs Trello

CRM System

Think of it as an evolving CRM – flexible, customizable, and ready to organize your customers and sales.

Solutions for Teams

Unite all your teams and departments into a seamless, efficient operation. With Planfix, everyone works in sync and boosts results without missing a beat.

Solutions for Teams — Planfix vs Trello

Solutions for Any Business

Planfix offers the flexibility and power to automate workflows for businesses of any size, whether you're running a startup from your kitchen table or a global organization with offices in every time zone.

Migration From Trello to Planfix — Planfix vs Trello

Migration From Trello to Planfix

Moving over? No problem. Planfix makes the migration seamless, allowing you to import all your data and workflows from Trello in just a few steps. Transfer your tasks and projects without losing a single valuable detail.

Comparison with Other Solutions
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