PLANFIX FEATURES

Configurations

Use Planfix configurations to quickly launch business processes or package the unique settings of your workspace into a prepared solution.

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Standard configurations

Use our set of pre-made objects (Data Tags, Directories, Reports) to support a specific business process in Planfix.

Creating configurations

Create your own configurations and save time by automating the creation of the objects you need in Planfix.

Creating configurations Planfix CRM and Project Management System

Access to configurations

Leave configurations private or make them public by changing their settings to make them available for installation in the Planfix marketplace.

Configuration marketplace

Use pre-made configurations from our marketplace to speed up Planfix implementation in your company.

Partner configurations

Certified partners can create their own configurations for future use in client accounts.

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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