Status Sets
Take advantage of the flexible settings of Planfix processes to automate company workflows. Manage task lifecycles using system statuses, or create your own.
Take advantage of the flexible settings of Planfix processes to automate company workflows. Manage task lifecycles using system statuses, or create your own.
SET UP, MANAGE, TRACK DEALS
Planfix is a CRM transformer that helps you easily manage sales from the moment a lead is received to the conclusion of a deal. Set up a pipeline, track statuses, and manage the lifecycles of leads and deals.
Work in Planfix and manage the development lifecycle of your product or your customers' projects. Planfix is easy to customize: if the product or project changes, change the status sets or transition rules between them.
WORKFLOW AUTOMATION
Manage company marketing strategies using Planfix status sets. Automate task progress by transitioning them from one status to another with a single click.
EMPLOYEE MANAGEMENT
Use Planfix to automate hiring and onboarding new employees, conduct assessments, systematize resume processing, create statuses, and fully manage the employee lifecycle.