PLANFIX FEATURES

Company and Employees

Manage employees by adding them to groups for onboarding, or create teams for collaborative tasks and manage working time using the employee time-off calendar.

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Employees and groups

Add employees to Planfix, assign them tasks, and group them in workgroups, perhaps corresponding to departments or divisions.

Robots

Robots are like employees you don't have to pay. Use robots to communicate with customers or inform employees about events related to their work.

Robots Planfix CRM and Project Management System

Company structure

Visually assess how employees are distributed in workgroups and the relationships between them.

Company structure Planfix CRM and Project Management System

Positions

Add positions for employees and create a map of your company structure.

Language features

Set the interface language accordingly for foreign counterparties or assignees.

Time zones

Set the desired time zone in the system to make it easier to collaborate with remote employees.

Time zones Planfix CRM and Project Management System

Employee work schedules

Distinguish employee absence reasons with different colors. View time-off calendars by employee or department. Set a working schedule for each department or division.

Employee work schedules Planfix CRM and Project Management System

Custom fields

Add additional fields to employee cards, which can then be displayed in reports or lists.

Employee recycle bin

Planfix doesn't allow you to completely delete an employee. When an employee is removed, their account is sent to the recycle bin and the deletion is logged.

Temporary replacement

Any employee can be set as a temporary replacement. Temporary replacements receive notifications sent to the absent employee and assume the responsibilities of their work.

Temporary replacement Planfix CRM and Project Management System

Task templates for new employees

Create a task that every new employee will be assigned. Add any instructions, routines, or useful information to this task.

Task templates for new employees Planfix CRM and Project Management System

Logging employee views of tasks, contacts, and reports

Account for work done by employees not added to Planfix.

Managing employees without Planfix access

Monitor employees to ensure that important information is not leaked.

Managing employees without Planfix access Planfix CRM and Project Management System
Planfix access
Tasks
Gantt chart
Comments
Planners
Contacts
Data tags
Reports
Workspaces
Interface
Chronicle
Reminders
Notifications
Company
Documents
Directories
Favorites
Email
Telephony
Processes and scripts
Automation
Configurations
Administration
Planfix integrations
APIs
Frequently asked questions
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks

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

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