Planfix CRM for Small Business Planfix CRM and Project Management System

Planfix CRM for Small Business

A CRM system built specifically for small businesses. Planfix combines tools for managing your customer base, analyzing interactions with leads and customers, and helping you implement strategies to boost customer satisfaction and loyalty.

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In a Small Business, Every Dollar Counts — Planfix CRM for Small Business

In a Small Business, Every Dollar Counts

Planfix is not just a CRM system. It’s an all-in-one platform that helps you unite your business processes, team collaboration, sales process, and customer communication together in a single environment. Achieve your business goals and stay ahead of the competition. We’re proud to introduce CRM system that can help your business:

Optimize every interaction with your customers.
Improve and automate your sales process.
Centralize data about clients, deals, and orders.
Track conversions, create sales funnels, and forecast revenue.

Why Should You Choose Planfix CRM?

Why Should You Choose Planfix CRM? — Planfix CRM for Small Business

Flexible CRM Transformer

Service that adjusts to fit your business processes.
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Why Should You Choose Planfix CRM? — Planfix CRM for Small Business

Platform That Grows with Your Business

Planfix scales with the growth of your business, so you always have the solutions you need.
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Why Should You Choose Planfix CRM? — Planfix CRM for Small Business

Efficient No-Code System

Easily implemented without requiring developers or additional resources.
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Know Your Customers — Planfix CRM for Small Business

COMPANY&CONTACT MANAGEMENT

Know Your Customers

Planfix CRM allows you to better understand the needs and preferences of your target group. Create personalized offers, increase loyalty, and build long-term relationships while effectively managing your customer base.

Contact Templates
Access Control and Management
Finding Duplicates
Bulk Contact Changes
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Integration with Mail Services

Connect your corporate email, utilize mailing services, and communicate with your customers directly from the system.

Synchronization with Google Contacts

Join forces with Google Contacts to open up more possibilities for collaboration.

Synchronization with Google Contacts — Planfix CRM for Small Business
CRM system that adapts to your needs! Planfix helps small businesses organize workflows efficiently — from receiving a lead to successfully closing a deal.

Omnichannel Lead Generation

Connect messenger, social media, and phone systems with Planfix and process leads, orders, or requests directly through the CRM.

Omnichannel Lead Generation — Planfix CRM for Small Business

Scheduling and Planning

Utilize a suite of planners and calendars to schedule meetings and customer conversations or assign tasks by the day, week, or month.

Effective Deal Management — Planfix CRM for Small Business

Effective Deal Management

Qualify leads, segment your lead and customer base, and launch precision targeted campaigns. All customer data, including contact information, correspondence, agreements, documents, and version history, is stored in the contact card for maximum efficiency.

Built-in Chat

With Planfix’s integrated chat, you can communicate with colleagues, interact with customers, and manage communication directly in the system.

Email

Planfix takes CRM emails to the next level, allowing you to assign tasks and manage communication without leaving Planfix.

Client Dashboard

Give your customers direct access to their communication history and task progress while also allowing for document and file sharing.

Sales Process Automation — Planfix CRM for Small Business

DOCUMENT FLOW

Sales Process Automation

Set up automated sales processes in Planfix CRM. Issue invoices directly from the system, sign contracts, and save correspondence in customer cards. Make sure every document and report go out to your customers on time, every time.

Contract Database
Proposals and Invoices
Document Automation
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Document Templates

Create a library of ready-to-use documents, including standard contracts, invoices, and proposals for efficient customer management.

Versioning

Work as a team by making changes, adding details, and approving documents – all while keeping every version for later reference.

Document Database

Create a fully-fledged document repository directly inside the system Connect external storage and manage access flexibly at the touch of a button.

Time Tracking

Revenue and Expense Tracking

Directories

Reporting

Time Tracking — Planfix CRM for Small Business

Time Tracking

Track the time your sales team spends working on deals, manage employee’s workloads, and assign tasks to improve customer relationships.
Track hours and set hourly rates for employees, contractors, or freelancers – all from your CRM.
Record the hours spent on tasks and projects directly in Planfix without the need for external apps.
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Revenue and Expense Tracking — Planfix CRM for Small Business

Revenue and Expense Tracking

Add your data tags to the CRM system and track costs and revenue across multiple dimensions — by lead, deal, or customer.
Monitor expenses and income for customer projects and internal tasks like marketing campaigns or representation costs.
Store data directly in the system so you can access it at any time.
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Directories — Planfix CRM for Small Business

Directories

Create product and service catalogs that are either general or specific to different customer segments, then add them to invoices and proposals.
Manage currency directories right in your CRM. Enter exchange rates, automatically recalculate contract and invoice data, and more.
Set permissions for catalogs or individual entries so employees, teams, or external contacts can view, edit, or delete them as needed.
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Reporting — Planfix CRM for Small Business

Reporting

Use the report designer to structure data from your company’s business processes right in the CRM.
Generate customized reports on customers, contractors, and deals so you can track any metrics, from LTV and CAC to CRR and more.
When scheduling reports, the system automatically generates the needed data and sends it to you when you want it.
Manage access to the reports and ensure your employees only see the data you want them to.
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Empower Your Small Business with Planfix CRM

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No credit card needed • Unlimited time on Free plan

Ready-made Solutions for CRM

Ready-made Solutions for CRM — Planfix CRM for Small Business

Customer Request Management

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

Income and Expenses Accounting

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

Standard Reports

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

Prices — Planfix CRM for Small Business

FREE

Up to 5 Users
Plan Options
Prices — Planfix CRM for Small Business

PLAN A

1 - 99 Users
Plan Options
Prices — Planfix CRM for Small Business

PLAN B

1 - 250 Users
Plan Options

Planfix CRM Integrations for Small Business

Expand the capabilities of your SMB’s CRM system with over 400 ready-made integrations, including some of the most popular services and applications.

Telegram
Microsoft 365
Google drive
Google sheets
Google calendar
Gmail
Google Maps
Instagram
MailChimp
Microsoft Word
VirtualPBX
Zapier
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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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