Automation involves a set of Planfix tools that let you increase efficiency in project management, improve team productivity, and decrease time employees spend on routine work.

Start now
processes, buttons and scripts tasks templates
Processes, Buttons and Scripts Planfix CRM and Project Management System

Processes, Buttons and Scripts

Set up processes for tasks and contacts, automating their creation and management. Set up buttons and launch scripts to automate the creation of new tasks and projects. Save time and minimize human error.

Learn more
Tasks Planfix CRM and Project Management System


Automate task creation using recurring, sequential, and delayed tasks. Use these features to plan sprints, meetings, payments, and marketing campaigns, and to structure your work, efficiently delegating tasks to different teams. Pause tasks and set a date for work to automatically resume.

Learn more
Templates Planfix CRM and Project Management System


Simplify company workflows and speed up work within teams by using templates for collective tasks and tasks for projects, contacts, documents, and even new employees. Templates are organized to save you and other project participants time.

Project templates
Planfix is a flexible tool for building workflows of any complexity, and you can use its automation tools to speed up teamwork.
Learn about speeding up and optimizing workflows

Use all of Planfix's features for 30 days, completely free of charge

Start now