Document Database Planfix CRM and Project Management System

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 — Document Database



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 — Document Database

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 — Document Database

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 — Document Database

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.
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