CRM for Enterprise Planfix CRM and Project Management System

CRM for Enterprise

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.

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The Best Solution for Your Enterprise Needs — CRM for Enterprise

The Best Solution for Your Enterprise Needs

Planfix uses customer data to personalize interactions, shorten the sales cycle, and focus on the leads that are most likely to close the deal.

Lead Management

Contact Relations

Deal Coordination

Sales Process Automation

Lead Management — CRM for Enterprise

Lead Management

Our omnichannel CRM brings all your communication channels into one powerful system. Thanks to these comprehensive integrations, you no longer have to track where a contact comes from — absolutely everything is stored in Planfix.
Qualify leads, segment your customer base, and launch targeted campaigns with ease.
Connect calendars, set reminders, and alerts so you never miss a lead-related task again.
Contact Relations — CRM for Enterprise

Contact Relations

Control your information with ease! All your customer information — contact details, correspondence, agreements, documents, and versions— is stored in the contact card.
Manage your customer relationships, track touchpoints, and more so you can boost both loyalty and satisfaction.
Use the data stored in your CRM to personalize your customer approach and deepen relationships with clients and partners.
Deal Coordination — CRM for Enterprise

Deal Coordination

Keep all deal-related information in the contact card, including customer correspondence, documents, version history, order records, and success/failure history.
Easily visualize deals on different boards. Group them by contact, project, or team member, while effectively managing access to data and contacts.
Track all customer interactions and react quickly to changes so you can minimize lead loss, increase conversion rates, and close deals faster.
Sales Process Automation — CRM for Enterprise

Sales Process Automation

Use templates, scripts, and sequential, recurring, and cumulative tasks to speed up the creation of routine tasks and save time.
Reminders and notifications ensure that you keep track of everything you organization needs to perform at the top of your game.
Customize processes and visualize sales , track the progress of each deal. You can even automatically update stages, and mark priority deals.

Product Catalogs

Organize product catalogs, price lists, and check currency exchange rates all in one place. Create product catalogs, add prices, and manage suppliers with ease.

Product Catalogs — CRM for Enterprise

Document Flow

Create documents with a single click using templates, and collaborate with your team by granting access on an as-needed basis.

Next-Level Data Tags and Insights — CRM for Enterprise

Next-Level Data Tags and Insights

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.

Time Tracking
Revenue and Expense Tracking
Calculated Fields
Contact Data Tags
Tracking Whatever You Need
Powerful Reporting — CRM for Enterprise

Powerful Reporting

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.

Report Designer
Scheduled Reports
Report Automation
Charts and Graphs

Why Should You Choose Planfix CRM?

Why Should You Choose Planfix CRM? — CRM for Enterprise

ALL-IN-ONE SYSTEM

Planfix offers a single system to automate business processes across your entire company.
Why Should You Choose Planfix CRM? — CRM for Enterprise

TEAMWORK

Get access to workspaces and individual interfaces for each team.
Why Should You Choose Planfix CRM? — CRM for Enterprise

PLANFIX API

Unlimited possibilities for system integrations and customizations.

Training Courses and Materials

Technical Administrator Support

24/7 Customer Support

Discover the Power of Planfix Enterprise CRM for Your Business

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Confidentiality and Security — CRM for Enterprise

SAFEGUARDING ENTERPRISE CRM SOLUTION

Confidentiality and Security

Flexible settings allow you to transform Planfix CRM into a unique corporate system while ensuring the complete protection of valuable corporate data. Confidently control employe' actions and minimize the risk of data leaks or deletions.

Personalization

Create unique interfaces for each user and customize personalized workspaces for specific teams or employees.

Personalization — CRM for Enterprise

Branding

Customize your CRM system with corporate colors, add your company logo, and link to your websites, domain, and services.

Flexible Security Settings

Distribute access rights for internal users and external contacts. Set up additional security by allowing access only from specific IP addresses.

Two-Factor Authentication

Enable two-factor authentication every time someone accesses the CRM, ensuring an extra layer of security for your corporate data.

Action Logging

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.

Planfix CRM Solutions: Tailored for the World’s Leading Industries

Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

Agencies

Transfer your agency’s work to the Planfix CRM system and maximize client satisfaction.
Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

IT Sphere

Manage projects, deals, and document flow in a unified system.
Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

eCommerce

Automate the sales process the moment you receive an order to the moment you make delivery.
Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

Logistics

Organize logistics processes and manage all tasks directly on the map through powerful integrations.
Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

Consulting

With the multichannel functions, you can receive requests through multiple channels and respond directly from the Planfix CRM.
Planfix CRM Solutions: Tailored for the World’s Leading Industries — CRM for Enterprise

Real Estate

Create a unified information environment for working with agents, contractors, brokers, and customers.

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Ready-made Solutions for CRM

Ready-made Solutions for CRM — CRM for Enterprise

Customer Request Management

Take advantage of a ready-to-use solution with preconfigured lead generation and pipeline automation processes.
Ready-made Solutions for CRM — CRM for Enterprise

Income and Expenses Accounting

Our state-of-the-art accounting solution tracks your nonprofit’s income and expenses.
Ready-made Solutions for CRM — CRM for Enterprise

Standard Reports

Evaluate daily operations and manage your staff's workload based on the number of scheduled tasks, all with minimal effort.

Prices

Prices — CRM for Enterprise

PLAN A

1 - 40 Users
Prices — CRM for Enterprise

PLAN B

1 - 250 Users
Prices — CRM for Enterprise

PLAN X

10+ Users
Enhance your CRM by developing customized apps and integrations using the Planfix API.

Use all of Planfix's features for 14 days, completely free of charge

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