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.
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.
Planfix Features
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.