Email Planfix CRM and Project Management System

PLANFIX FEATURES

Email

Use email to remotely assign Planfix tasks to employees, and use rules to process incoming emails and create tasks automatically.

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Creating tasks by email

Assign employees Planfix tasks by sending them emails.

Creating tasks by email Planfix CRM and Project Management System

Adding comments by email

Respond to email notifications from Planfix tasks directly from email. Your response will be added to the task as a new comment.

Project email addresses

Send an email to a project email address to create a new task in the project.

Employee's internal email address

Send an email to a special employee email address and the email will be turned into a task with this employee as the assignee.

Forwarding emails to Planfix

Set up email forwarding to Planfix and process emails in a shared feed with tasks and messages received via other channels.

Virtual email addresses

Create virtual email addresses to receive and process email in Planfix from different email addresses with different rules.

Rules for creating tasks by email

Create rules by which emails sent to Planfix will be converted into tasks.

Rules for creating tasks by email Planfix CRM and Project Management System

Tracking sent and read mail

Track the sent and read statuses of emails. Each task or comment has a corresponding symbol for sent and read.

Tracking sent and read mail Planfix CRM and Project Management System

Incoming email log

Planfix logs the 100 most recent incoming emails. Any email in the log can be reprocessed, which comes in handy when setting up rules.

DKIM signature

Planfix supports DKIM technology, which protects personal data and helps fight spam.

Planfix access
Tasks
Gantt chart
Comments
Planners
Contacts
Data tags
Reports
Workspaces
Interface
Chronicle
Reminders
Notifications
Company
Documents
Directories
Favorites
Email
Telephony
Processes and scripts
Automation
Configurations
Administration
Planfix integrations
APIs
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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