Communication via Different Channels Planfix CRM and Project Management System
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Communication via Different Channels

Communicate within a company or with external clients using various channels, combining them all within Planfix.

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omnichannel email social media messengers chat integrations telegram planfix bot for telegram
Omnichannel Planfix CRM and Project Management System

Omnichannel

No need to hire programmers or specialists to merge all communication channels in one system. With integrations, you don't need to keep track of which communication channel was used to contact you. Everything is stored in Planfix.

Mailout Services

Social Media

Messengers
Email Planfix CRM and Project Management System

CENTRALIZED COMMUNICATION

Email

Set up email forwarding from your company email to your internal Planfix email address to get emails sent directly to the system and respond from it too.

Integration with mailing services

Make your email mailouts more efficient by organizing them right in Planfix.

All messages and emails are stored in the system, which makes search easier and speeds up work.
Social Media Planfix CRM and Project Management System

MULTICHANNEL COMMUNICATION

Social Media

Communicate with clients via Instagram, Facebook, or other social networks in one unified system. This lets you speed up communication using tasks created for each individual channel.

Instagram
Facebook
and more
Messengers Planfix CRM and Project Management System

Messengers

Use messengers to communicate straight from Planfix. All messages sent from Planfix are delivered conveniently for clients in Viber, WhatsApp, Telegram, or other apps. Planfix bot helps manage tasks from Telegram.

Communicate straight from Planfix
WhatsApp
If your clients prefer to communicate with you via WhatsApp, it's important to meet them where they are. Planfix makes it easy to do just that.
Facebook Messenger
Link your Facebook business Page to Planfix and any message from subscriber or visitor will be brought into Planfix and quickly processed by your team.
Viber
Connect your Viber public account and communicate with your clients, using additional opportunities granted by Planfix.

Telegram

Create tasks and projects in Planfix from Telegram. Transmit messages from Planfix task to Telegram chat and vice versa.

Telegram Planfix CRM and Project Management System

Planfix bot for Telegram

Transfer information and work in Planfix straight from a Telegram chat.

Chat integrations Planfix CRM and Project Management System

Chat integrations

You can link Planfix with Chatra or any other chat platform, and you can process messages from these platforms in real time directly from Planfix.

Communicate over various channels using a unified system for managing business processes — Planfix. All messages are stored in the system, allowing you to quickly find and process them. 
Learn more about working with email

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