Small and Medium Business Solutions Planfix CRM and Project Management System

Small and Medium Business Solutions

Streamline your business processes in a single project management and team collaboration system for small and medium-sized businesses.

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NO CODE SYSTEM
FULLY CUSTOMIZABLE
COST-EFFECTIVE
Task Management: From Chaos to Order — Small and Medium Business Solutions

IMPROVED TASK MANAGEMENT FOR SMB

Task Management: From Chaos to Order

No matter the project or the scale, Planfix simplifies task management for individuals, teams, and companies. Automate routine tasks by separating them from strategic tasks.

Map out your grind and figure out what's first.
Give out jobs and stay on top of it all.
Keep track and control your progress.
Task trees with unlimited nesting
Automatic task distribution among employees
Customizable user fields

Task Templates

Cook up templates for recurring same-type tasks and speed up your project grind.

Task Templates — Small and Medium Business Solutions

Recurring Tasks

Tune up your task-setting game and automate the kick-off of repeating tasks.

Checklists

Even the trickiest tasks are no big deal when you break them down into checklist items.

Map-Linked Tasks

Pop those essential locations and routes onto maps, making tasks more interactive.

Map-Linked Tasks  — Small and Medium Business Solutions
One-Stop Business Management Platform — Small and Medium Business Solutions

CRM TRANSFORMER

One-Stop Business Management Platform

Pull all your business processes together from start to close in one system. Tweak the platform to your liking, move your tasks and processes into Planfix, and glide through the deal lifecycle, shifting everything along the pipeline.

Client Communication from the App

Chat with clients through their go-to channels: messengers, social media, chats, and more.

Client Communication from the App — Small and Medium Business Solutions

Scheduling and Planning

Planners and calendars help you sort out and distribute tasks and to-dos for the day, week, or month.

All customer information stacks up in the system.
Automating processes ramps up sales effectiveness.
Customizable accounting, performance analysis, and reporting.

Document Flow

Documents pour into Planfix from various sources, automatically cataloging by task and project – that's how a collective database of documents for each project and the company as a whole shapes up.

Flexible Accounting

Keep tabs while working on tasks, projects, deals, and inquiries. Running a project budget, revenue accounting, ROI, income, and expenses by clients has always been challenging, but no more!

Flexible Accounting — Small and Medium Business Solutions

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No credit card needed • Unlimited time on Free plan
A Fresh Look at Project Management!  — Small and Medium Business Solutions

SMB PROJECT MANAGEMENT SYSTEM

A Fresh Look at Project Management!

From idea to execution in one system, thanks to great project management tools for small businesses. Tailor the system, interface, and processes to your tasks and your company's needs.

Visualize Your Ideas

Move your project work or development strategy into a visually clear, well-structured diagram that includes all relevant connections.

Visualize Your Ideas  — Small and Medium Business Solutions

Plan Your Team's Work

Plug in employees, distribute tasks, and rank task priorities.

Automate Your Work

Custom scenarios and scripts help you fast-track launching typical tasks.

Control and Manage

Handle the hierarchy of tasks, deadlines, and statuses on the Gantt chart.

Control and Manage — Small and Medium Business Solutions

Unified Platform for Teamwork

Unified Platform for Teamwork  — Small and Medium Business Solutions

Marketing

Dump the routine on robots and automated scenarios, giving your marketing squad more time for creativity.
Unified Platform for Teamwork  — Small and Medium Business Solutions

Sales&Logistics

Run the entire deal cycle from inquiry to delivery in a single CRM system. Set up your pipeline just as you see fit. Thanks to flexible settings, even the most complex business processes can be structured in Planfix.
Unified Platform for Teamwork  — Small and Medium Business Solutions

Human Resources

Move the HR team's work into Planfix. Track employees' work/non-work hours, evaluate performance, and conduct onboarding and training.
Unified Platform for Teamwork  — Small and Medium Business Solutions

Operations

Automate any operational activity for your company. Manage financial accounting and create directories, price lists, and catalogs.
Unified Platform for Teamwork  — Small and Medium Business Solutions

Product

From idea to execution: extensive functional capabilities allow you to configure even the most complex and large-scale projects with your product teams.
Unified Platform for Teamwork  — Small and Medium Business Solutions

Help Desk

Do your Help Desk work in Planfix. Receive requests through various communication channels, delegate and distribute tasks, and close tickets in a single system.

Prices

Prices — Small and Medium Business Solutions

FREE

Up to 5 users
Prices — Small and Medium Business Solutions

PLAN A

1 - 99 Users
Prices — Small and Medium Business Solutions

PLAN B

1 - 250 Users

Planfix integrated with all popular services and systems

Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.

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FAQ

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

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