Document Database Planfix CRM and Project Management System
PLANFIX / FEATURES / DOCUMENTS / DOCUMENT DATABASE

Document Database

The document database lets you archive and structure countless documents in one repository, accessing them quickly.

flexibility easily accessible ready to hand hybrid storage
Flexibility Planfix CRM and Project Management System

THE NEXT LEVEL MANAGEMENT

Flexibility

Save all modified versions of documents to track their progress. Then, organize your document database by grouping it by projects, tasks, contacts, and directories.

Easily Accessible Planfix CRM and Project Management System

Easily Accessible

You can edit documents without leaving the document database. Restore documents sent to the recycle bin. Establish access for colleagues' and customers' use.

Ready to Hand Planfix CRM and Project Management System

Ready to Hand

Organize documents by tasks, projects, and contacts to find related documents quickly. Documents can be saved as favorites and returned with one click.

Hybrid Storage Planfix CRM and Project Management System

Hybrid Storage

Store documents in Planfix and external cloud storage, creating a hybrid document database.

A structured document database can accelerate your work and make it more convenient. Collect, save, and quickly find needed documents and edit them without leaving the system.
Discover more about External Storage

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

Start now