Planfix is a flexible CRM system developed for large organizations. With it, you can centralize customer and business information, automate processes, and efficiently manage complex business operations and projects more easily than ever.
Planfix uses customer data to personalize interactions, shorten the sales cycle, and focus on the leads that are most likely to close the deal.
With Planfix, you can track every activity and analyze all your data from a single system. Take advantage of a wide range of powerful tools to monitor your company's activities from different angles.
The report designer structures data from your business processes, while stylish, comprehensive charts and graphs help you visualize them. Customized reports on customers, counterparties, and deals help you track all key metrics, from powerful LTV and CAC to CRR and more. Set up reports on a specified schedule, and the system will generate and send them to you automatically.
SAFEGUARDING ENTERPRISE CRM SOLUTION
Flexible settings allow you to transform Planfix CRM into a unique corporate system while ensuring the complete protection of valuable corporate data. Confidently control employees' actions and minimize the risk of data leaks or deletions.
Distribute access rights for internal users and external contacts. Set up additional security by allowing access only from specific IP addresses.
Enable two-factor authentication every time someone accesses the CRM, ensuring an extra layer of security for your corporate data.
The system automatically logs all user actions to protect against data leaks, keeping you informed of all changes to the system, including actions you perform.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
Imagine having everything — tasks, resources, deadlines — all in one place. Instead of getting bogged down by routine processes, you could focus on what's really important: your strategic goals.us on what's really important: your strategic goals.
Improve teamwork efficiency with a platform that scales to meet your business needs and grows alongside your business.
