Creating Solutions Planfix CRM and Project Management System

Creating Solutions

Planfix is a customizable system where you can build even the most extensive and multi-level business processes. Use solutions to save time on future setup.

set once, use forever custom solutions flexibile ready-made solutions
Set Once, Use Forever — Creating Solutions

Set Once, Use Forever

The system's functionality lets you choose and save prepared sets of Planfix objects and solutions. Set up business processes, and add scripts, data tags, reports, directories, task templates, and other functionality that you need.

Custom Solutions — Creating Solutions

Custom Solutions

Create custom solutions, move them to other accounts, and speed up teamwork. You can also share custom solutions with partners. Use ready-made Planfix solutions to track time, expenses, and revenue, and manage projects and internal tasks.

Flexibile Ready-made Solutions — Creating Solutions

Flexibile Ready-made Solutions

There are a large number of ready-made solutions in Planfix that help automate various activities. Use ready-made solutions, modify them as needed, or create your own solutions.

Use ready-made Solutions to get up and running quickly, or create your own solutions to share with partners and clients who work in Planfix.
Learn more about ready-made Solutions

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