Planfix is more than a CRM or task manager – it’s a unified platform for managing clients, projects, and business processes. No need to juggle countless modules: everything is connected, transparent, and built to support your company’s growth.
Task management, project management, CRM, and business process automation.
CRM, HR management, accounting, and business process automation.
Planfix combines tasks, projects, CRM, and automation into one system. Manage clients, track task progress, create reports, launch business processes, and customize the platform to your company’s needs. No extra modules. No endless switching. Just one smooth workspace.
Zoho offers separate solutions for managing processes and tasks: CRM, projects, finance, HR, and marketing. To make it all work, you need to set up integrations between services, pay for modules separately, and train your team to use them effectively.
Planfix provides ticket-based help and training for everyone. Zoho reserves advanced support for higher plans.
Planfix offers a comprehensive service. From video tutorials to personal consultations, you get everything you need to get started and keep moving. You also get access to the Planfix Academy, a comprehensive knowledge base, and a team that responds quickly, no matter where you are on your journey with the platform.
Basic support is weekday and plan-based only. Priority or extended support requires an extra payment.
Planfix isn’t just another project tool – it’s a flexible command center. You design it around your processes, not the other way around. With customizable workflows, powerful automations, and seamless integrations, planfix adapts to you and scales effortlessly as your business evolves.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
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.
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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