Retail Management Software
Manage all your retail business processes in one place with Planfix! Track inventory, process orders, manage customer data and loyalty programs, assign team tasks, and monitor sales from purchasing to results.
Manage all your retail business processes in one place with Planfix! Track inventory, process orders, manage customer data and loyalty programs, assign team tasks, and monitor sales from purchasing to results.
When inventory, sales, client data, and finances are managed in separate tools, efficiency drops and errors multiply in the form of:
Flexible workflow customization, built-in CRM, task automation, and easy integration with external services mean retail businesses can operate faster, more transparently, and more efficiently.
Planfix goes beyond simple contact storage by helping you build meaningful customer relationships. Track every interaction, segment your database with tags and statuses, assign account managers, and create tasks directly from the customer card.
Get started without extra setup! Use pre-built templates for deals, properties, and tasks. This speeds up deployment, reduces errors, and helps you quickly build a system that fits your workflow.
A ready-to-use Planfix solution for creating invoices, tracking their status, and analyzing financial performance.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
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.
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing.
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered!
Planfix’s AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies.
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.
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.
