Planfix CRM for Startups Planfix CRM and Project Management System

Planfix CRM for Startups

A CRM system designed for startups that can help you build and maintain strong customer relationships, deliver top-notch service, and convert more leads into sales.

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Why is CRM Crucial for Startups? — Planfix CRM for Startups

Why is CRM Crucial for Startups?

Our revolutionary CRM lets you know just where you stand with your customers at all times. More importantly, it gives you a clear picture of which direction you need to move in to boost their satisfaction and successfully close more deals.

Centralized contact management.
Transparent customer relationships and sales automation.
Document management and deal history.
Comprehensive data tagging and reporting.

Why Should You Choose Planfix CRM?

Why Should You Choose Planfix CRM? — Planfix CRM for Startups

Flexible CRM Transformer

No two startups are the same! Our flexible design lets you customize the CRM system to your unique needs.
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Why Should You Choose Planfix CRM? — Planfix CRM for Startups

Scalable Platform

Planfix grows alongside your business, scaling up as your company expands. This means you always have the solutions you need, no matter what.
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Why Should You Choose Planfix CRM? — Planfix CRM for Startups

All-in-One System

Our comprehensive design ensures you can handle CRM, project management, and team collaboration all from one place.
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Planfix is Your Complete Solution — Planfix CRM for Startups

Planfix is Your Complete Solution

The Planfix CRM platform is designed to streamline and enhance all of your business operations. We offer a well-stocked toolbox to help you manage customer relationships, optimize communication, track leads effectively, and so much more.

Superior Communication
Effortless Lead Management
Vast Customization
Robust Reporting
Effective Forecasting

Communication

Lead Management

Customization

Reporting

Forecasting

Communication — Planfix CRM for Startups

Communication

Planfix offers an integrated chat for seamless communication within your team and with external users. It also allows you to share files directly from tasks.
Enjoy ready-to-use integrations with email, messaging services, and PBX telephony. Communicate with your customers in the ways they prefer!
Our Chronicle feature keeps you up-to-date on all activities, allowing you to respond quickly to urgent messages.
The inclusion of flexible settings allow you to control access rights to specific messages.
Lead Management — Planfix CRM for Startups

Lead Management

Connect messengers and social media to Planfix so that you can process leads directly from the system.
Qualify leads, segment your lead and customer base, and launch targeted campaigns with minimal effort.
Control your leads with ease! All customer data, including contact information, communication history, and documents, are stored in the contact card.
Sync your calendars, set reminders, and create notifications so you never miss a lead-related task again.
Customization — Planfix CRM for Startups

Customization

Customize pipelines, automate business processes, and move leads and deals through the different stages with a single click.
Use scripts, buttons, calculated fields, and bots to customize Planfix into the perfect CRM for your startup.
Create separate workspaces for teams, managers, and customers for easy sorting and maximum control.
Control who can view contacts, deals, data, and projects with flexible access settings. You can even include external users in tasks and conversations.
Reporting — Planfix CRM for Startups

Reporting

Preconfigured reports on customers, counterparties, and deals help you track all key metrics, from task again LTV and CAC to CRR and more.
Scheduled reports ensure you get the data you need for customer reconciliations or management reports right on time.
Keep track of your company’s time, resources, investments, revenue, net profit, and turnover with minimal effort.
Visualize data through eye-catching, easy-to-read graphs and charts.
Forecasting — Planfix CRM for Startups

Forecasting

Collected data and detailed reports ensure you can make the quick decisions that maximize results.
Manage your finances, forecast expenses, and predict future profits at the touch of a button.
Allocate time and team resources to customer work, deals, and tasks to minimize delays and avoid missed deadlines.
Track and organize leads at different sales funnel stages to minimize lost or stalled leads and deals.

Document Flow

Your team always has access to the latest versions of documents, including invoices, contracts, and quotes. You can even revert to previous versions in seconds.

Built-in Chat

With Planfix’s integrated chat, your team can communicate effortlessly, share files and documents seamlessly, and even bring customers into the discussion.

Built-in Chat — Planfix CRM for Startups
A Whole New Level of Automation — Planfix CRM for Startups

A Whole New Level of Automation

Planfix CRM for startups is a flexible tool that simplifies the process of creating automated workflows, regardless of the complexity. Meanwhile, it’s powerful automation tools accelerate team collaboration and increase overall efficiency.

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Webhooks

Use webhooks to trigger scripts, receive and transmit data to the CRM, and automate pipelines and business processes.

Scripts

Set up automated workflows for tasks, deals, order processing, and customer management in no time.

Buttons

Add and customize buttons in tasks and contact cards to perform a wide range of operations, automate processes, and more.

Robots

Use bots to interact with customers or notify team members of sales-related events in seconds.

Robots — Planfix CRM for Startups

Formulas&Variables

When you add variables and calculated fields to task templates, the system will automatically calculate data and populate fields according to the template.

Revolutionize Your Startup with Planfix CRM

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No credit card needed • Unlimited time on Free plan

Ready-made Solutions for CRM

Ready-made Solutions for CRM — Planfix CRM for Startups

Customer Request Management

A ready-to-use solution with preconfigured lead generation and pipeline automation processes.
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Ready-made Solutions for CRM — Planfix CRM for Startups

Income and Expenses Accounting

The "Income and Expenses Accounting" configuration means you can easily track your company’s income and expenses in different categories.
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Ready-made Solutions for CRM — Planfix CRM for Startups

Standard Reports

With the “Standard Reports” configuration, you can evaluate your company’s day-to-day operations and manage your employees' workload by analyzing planned tasks.
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Prices

Prices — Planfix CRM for Startups

FREE

Up to 5 Users
Plan Options
Prices — Planfix CRM for Startups

PLAN A

1 - 99 Users
Plan Options
Prices — Planfix CRM for Startups

PLAN B

1 - 99 Users
Plan Options

Planfix CRM Integrations for Startups

Expand the capabilities of your startup’s CRM system with over 400 ready-made integrations, including some of the most popular services and applications.

Google drive
Google sheets
Google calendar
Google Contacts
Gmail
Google Forms
Instagram
MailChimp
Telnyx
Zapier
Google Docs
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Enhance your CRM by developing customized apps and integrations using the Planfix API.

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

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