Interface Planfix CRM and Project Management System

Interface

Personalize your user interface by adding useful links to menus and hiding unused elements. Create comfortable working conditions for your colleagues, clients, and partners.

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Planfix on Your Domain

Set up a Planfix login site for colleagues and clients on your company domain.

Planfix on Your Domain Planfix CRM and Project Management System

You Color Scheme

Set up your preferred color scheme in the system.

Only the Sections You Need

Simplify the interface as much as possible by hiding unused items so they don't distract people from their work.

Settings for Displaying Profile Pictures

Manage how employee and contact profile pictures are displayed.

Select a Language for Each User

Create comfortable working conditions for your colleagues, clients, and partners who speak other languages.

Select a Language for Each User Planfix CRM and Project Management System

Comment Feed Display

Make it convenient for users to communicate in Planfix by displaying task comments as you see fit.

Who's Online

Employees working in Planfix will be displayed in a "Now online" list.

Managing Likes

Configure how likes on task comments are displayed. If they're available, feel free to enable them.

Managing Quote Placement

Determine where quotes will be positioned in relation to comments.

Hotkeys

Use hotkeys to speed up your work in Planfix.

Use all of Planfix's features for 14 days, completely free of charge

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