Microsoft 365 Integration Planfix CRM and Project Management System

Microsoft 365 Integration

Leverage Planfix’s Microsoft 365 integration to extend your workflow capability. Make working with files as easy and productive as possible!

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Quick and Easy Integration — Microsoft 365 Integration

Quick and Easy Integration

No need for a programmer's assistance or specific expertise to streamline your file management.

Familiar Interface — Microsoft 365 Integration

Familiar Interface

Avoid wasting time learning and implementing a new tool into your business process. Optimize your team's productivity with a familiar interface.

Work in One Window — Microsoft 365 Integration

Work in One Window

You can edit, view, and save new versions of files directly in Planfix without switching between services.

Need more tools for file management?

Use the Word integration for seamless handling of text documents. For spreadsheet tasks, Planfix’s Excel integration is also available.

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Collaborate with your team across your Microsoft 365 accounts. Edit, comment, and improve your documents together in CRM with Microsoft 365.
Learn how to set up Document flow in Planfix

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

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