Take Control of Your Inventory Workflows Planfix CRM and Project Management System

Take Control of Your Inventory Workflows

Planfix helps companies manage product data, orders, suppliers, and inventory-related workflows in one system. Replace scattered spreadsheets and disconnected tools with centralized catalogs, controlled processes, and flexible reporting.

Start now No credit card needed • Unlimited time on Free plan
What Makes Inventory Management Difficult? — Take Control of Your Inventory Workflows

What Makes Inventory Management Difficult?

Scattered data and manual processes make inventory harder to control. Errors, delays, and limited visibility complicate order processing, stock management, and supplier coordination.

Product data is stored across different systems and spreadsheets.
Manual data entry increases the risk of errors and duplicate records.
Stock movements between warehouses and stores are difficult to track.
Orders and supplier interactions lack a single source of truth.

Unify Your Inventory Data!

Start now
No credit card needed • Unlimited time on Free plan
Why Choose Planfix as Inventory Management Software — Take Control of Your Inventory Workflows

Why Choose Planfix as Inventory Management Software

Planfix brings product catalogs, orders, suppliers, and stock-related processes into one configurable workspace. Build workflows around the way your business operates, automate routine actions, and use reports to keep key data visible without adding more disconnected tools.

Directories for product and service catalogs.
Order, supplier, and stock-related workflows in one system.
Flexible reports and dashboards for operational insights.
No-code automation with processes, scripts, buttons, and webhooks.

Catalogs

Orders & Suppliers

Tasks on a Map

Stock Tracking

Data & Reports

Catalogs — Take Control of Your Inventory Workflows

Catalogs

Create and maintain product and service catalogs in Planfix Directories.
Give your team access to consistent, up-to-date product information and reduce duplicate data.
Use directory data in tasks, orders, documents, and reports.
Directories
Orders & Suppliers — Take Control of Your Inventory Workflows

Orders & Suppliers

Manage customer and supplier orders in structured workflows.
Track order statuses, payments, documents, and related tasks throughout the process.
Keep supplier and partner information connected to orders for smoother coordination.
Contacts
Tasks on a Map — Take Control of Your Inventory Workflows

Tasks on a Map

Plan deliveries and other location-based work with tasks displayed on a map.
Create tasks for employees, assign assignees, and build routes between locations.
Use task statuses to monitor progress and coordinate logistics.
Tasks on a Map
Stock Tracking — Take Control of Your Inventory Workflows

Stock Tracking

Record receipts, shipments, and stock transfers using configurable workflows and structured data.
Set up statuses and process stages to keep stock-related operations transparent.
Use reports on Directories to calculate and monitor stock balances.
Task Processes
Data & Reports — Take Control of Your Inventory Workflows

Data & Reports

Analyze orders, products, suppliers, warehouses, stores, and other data you track in Planfix.
Build reports by customer, location, manager, period, or other parameters.
Visualize key metrics with reports, charts, and dashboards to support better decisions.
Reports
Streamline Your Inventory Workflow — Take Control of Your Inventory Workflows

INVENTORY AND STOCK MANAGEMENT SOFTWARE

Streamline Your Inventory Workflow

Use buttons, scripts, and webhooks to automate repetitive steps, reduce manual input, and keep inventory-related processes consistent. Automation helps teams spend less time on routine work while maintaining visibility across orders, stock operations, and logistics.

Scripts

Use Planfix scripts to automate company workflows, simplify task and contact management.

Using Webhooks

Link Planfix to web services and software with webhooks and automate work within teams.

Buttons

Create buttons for tasks and contacts and the system will complete a specified action when clicked.

Built for Different Inventory Workflows

Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Wholesale Companies

Keep customer orders, supplier orders, and deliveries under control in one system.
Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Retail Chains

Centralize product data and stock-related processes across stores and locations.
Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Manufacturers

Coordinate materials, stock-related workflows, orders, and operational tasks.
Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Distributors

Manage orders, suppliers, deliveries, and logistics in one workspace.
Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Online Retailers

Connect order processing, customer data, and inventory-related workflows.
Built for Different Inventory Workflows — Take Control of Your Inventory Workflows

Logistics Companies

Plan routes and manage delivery and field tasks on a map.

Manage Inventory with Less Manual Work and Fewer Errors

Start now
No credit card needed • Unlimited time on Free plan
Get Started Fast with Ready-Made Solutions — Take Control of Your Inventory Workflows

Get Started Fast with Ready-Made Solutions

Use ready-made Planfix solutions to speed up the setup of related business processes, then adapt fields, directories, reports, and automations to your inventory workflows. Build a system around the way your company manages products, orders, suppliers, and operational tasks.

Automated Scripts in Planfix

Learn how to configure automated scripts in Planfix to reduce human error, eliminate unnecessary confusion, and automate routine operations.

Planfix User Reviews

L
Lavanderia T.
Application Developer
5.0
Best Solution For Managing Business Operations
First, I like that Planfix is scalable and is ideal for businesses of all sizes. It makes management of business operations easy thanks to project and task management features.
A
Alexi L.
Technical Director
5.0
Extensive Customization Capabilities
Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more.
See all reviews
on Capterra
R
Richard E.
Personnel Supervisor
5.0
Tasks on the Map
It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.
See all reviews
on Sourceforge
A
Artsiom
Database manager
5.0
A Highly Customizable ERP System
Planfix.com is a versatile ERP system that allows businesses to streamline their processes and improve overall efficiency.
See all reviews
on SoftwareSuggest
D
Daniel M.
Administrator
5.0
Responsive Dev Team
It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.
See all reviews
on Slashdot
A
Alex P
5.0
Excellent project management system
Thanks to a huge set of functions, it is easy to customize Planfix for specific business processes, set up workspaces individually for each team and automate many routine tasks.
See all reviews
on Crozdesk
Why Teams Choose Planfix — Take Control of Your Inventory Workflows

Why Teams Choose Planfix

Compare Planfix with other solutions and find the best fit for your business needs. We break down the differences in features, pricing, and scalability, so you don’t have to guess what really matters. With a clear side-by-side view, you’ll see exactly where Planfix stands out—and whether it’s the right choice for your team’s growth.

Fast Implementation, Flexible Setup, and Support Every Step of the Way

Start now
No credit card needed • Unlimited time on Free plan

Grow Your Business with Planfix!

Learn how to streamline inventory workflows, automate routine operations, and improve control over stock, orders, and suppliers.

Solutions for Teams

Consolidate all of your teams and departments into one connected workspace. Planfix keeps everyone on the same page, which means fewer silos and smoother teamwork.

Solutions for Teams — Take Control of Your Inventory Workflows

Solutions for Any Business

From small startups to large enterprises, Planfix offers the flexibility and power you need to automate what matters most, no matter the size of your business.

FAQ

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

Start now