Companies and contacts
Use Planfix to work with both individuals and businesses.
Group contacts by various attributes.
Use templates for adding new clients to Planfix with the data you need.
Synchronization with Google Contacts
Synchronize your contacts with Google Contacts so you can use the calendar you're used to.
Add important fields to contact cards so they contain all the data you need.
Export contact data from Planfix to transfer to other services, such as email services.
Filter contacts by different conditions and add them to lists as needed.
Access to contacts
Set up different access levels to contact data for employees, protecting sensitive information.
Upload and update Company and Contact data into Planfix from different sources.
Make it easier to find contacts by different parameters.
Integration with mail services
Add lists of contacts from Planfix to your mail services to expand how you work with email marketing.
Group contacts based on various attributes such as the type of work they do.
Sort contacts by various parameters for use in lists and for easy access.
Lets you see the entire work history with a contact in one place, and you can also add client information.
Planfix automatically warns you when it identifies duplicate contacts, and you can choose whether or not to delete one.
Bulk contact changes
Select multiple contacts and apply the desired changes.
Open a list of projects that the given contact or company is a counterparty in.
Communication via different channels
Use integrations to communicate with clients using the methods they find most convenient.
The checklist contains a list of tasks in which this contact or company is participating in any role.
Download and view documents linked to a contact or company.
Launch any report with a single click; the report will be filtered by a contact or company.
Keep a contact card's change history at your fingertips.
Add contacts to your favorites for easy access.
Contact recycle bin
When contacts are deleted, they're sent to the recycle bin. You can restore them as needed.