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Kategorie
Management
23
Sales and CRM
20
Productivity
16
Communications
10
HR Management
8
Finance and Accounting
5
Customer Service
4
Reports
2
Document Management
1
Twórca
Planfix Research Lab
59
Partnerzy Planfix
30
Summary data
The configuration includes the "Summary Data" planner, with lists of current tasks, a chronicle, and a daily calendar.
Standard Reports
Evaluate the company's day-to-day operations
Task Management
Task Management is a ready-made Planfix solution that allows you to assign tasks to employees and monitor their completion.
Project management
Effective work on client projects: plan workflow, consider timeframes, track project progress, and monitor results
Internal Projects and Tasks Solution
This solution is excellent when getting started with Planfix. You'll see the benefits from day one and get all your colleagues working together.
Time-Tracking: Working & Leisure Time
Keep track of employees' working hours and calculate wages for the time worked
Task Management 2.0
Supervise work on tasks and ensure they are completed in precise, timely fashion.
CRM: Customer Request Management
Accept requests and fulfil orders in a single CRM order management system
Income and Expenses Accounting
The "Income and Expenses Accounting" configuration is a pre-made solution from Planfix that helps you keep track of the company income and expenses based on a variety of parameters.
Customer Service
Accept and process customer requests from various channels. Set up a customer service and support in Planfix CRM platform.