Client Dashboard Planfix CRM and Project Management System

Client Dashboard

Planfix is a system for managing teamwork that adapts to the needs of your company. Set up the system for teams, link external clients, and get everyone working in one system.

flexible access dashboard features
Flexible Access — Client Dashboard

Flexible Access

Link external users and communicate about tasks and projects in one place. The flexibility of access settings lets clients view just the tasks they are linked to and get just the messages directed at them.

Dashboard Features — Client Dashboard

Dashboard Features

Communicate with your customers in Planfix by creating dashboards for them to work in. Dashboards let clients, partners, contractors, and other external users get access to tasks and work on projects.

Centralize all your work in Planfix: communicate, discuss, and exchange documents with your customers, saving time you would otherwise be spending using other software, social media, and messengers.
Learn more about working with external Contacts

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

Start now