Link all employees to Planfix and grant them the level of access they need.
Allow clients to see the entire correspondence history on tasks, and allow them to add comments and files.
Add your clients to Planfix to collaborate on projects and tasks.
Set up integrations so clients can receive information from Planfix via their preferred method of communication.
Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, ready-made solutions and much more.