PLANFIX FEATURES

Planfix access

Use flexible access settings to grant employees or clients access to various Planfix objects, ensuring confidential data is kept private. Users will only see what you want them to see.

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Employees

Link all employees to Planfix and grant them the level of access they need.

Client dashboard

Allow clients to see the entire correspondence history on tasks, and allow them to add comments and files.

Client dashboard Planfix CRM and Project Management System

External contacts

Add your clients to Planfix to collaborate on projects and tasks.

Other channels

Set up integrations so clients can receive information from Planfix via their preferred method of communication.

Frequently asked questions
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks
Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks, files, and contacts they need. Ensure they only see the data they need for their work. Set up access for employees and contacts so they can see the tasks

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

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