PLAN RESOURCES
Cloud storage, included
1 GB
1 GB per user
2 GB per user
5 GB per user
ADDITIONAL RESOURCES
Cloud storage, 5 GB
$2 / m.
$2 / m.
$2 / m.
100 GB
$28 / m.
$28 / m.
$28 / m.
200 GB
$52 / m.
$52 / m.
$52 / m.
500 GB
$120 / m.
$120 / m.
$120 / m.
1 TB
$220. / m.
$220 / m.
$220 / m.
External users with access to Planfix
$10 / 5 Users / m.
$10 / 5 Users / m.
$10 / 5 Users / m.
AI Credits
$5 / 1000 / m.
$5 / 1000 / m.
$5 / 1000 / m.
Custom domain
$290 / m.
Custom domain (> 50 users)
Active tasks
500
unlimited
unlimited
unlimited
Task tree levels
unlimited
unlimited
unlimited
unlimited
Task filters
10
100
250
unlimited
Periodic (repeating) tasks
5
Bulk task changes
Task merging
Task tree for repeating tasks
Links between tasks
Successive tasks
Flexible setup of task access rights
Task notification management
Tabular display of task list
Tree display of task list
Chronological display of task events
Customizable planner display of tasks
Colored labels for task filters
Quick task filtering
Favorite tasks
Task import
Recycle bin of deleted tasks
Task list printing
Task card printing
Task copying
Customizable task reminders
Customizable task cards
Task document archive downloading
Viewing of completed actions
Daily summary of tasks
Task email addresses
Checklists
Checklist supervisors
Converting checklists into tasks
Competitive assignment of assignees
Summary tasks
Manual task sorting
Task drafts
Gantt charts
Resource loading chart
Projects
10
unlimited
unlimited
unlimited
Project filters
3
100
250
unlimited
Project tree levels
unlimited
unlimited
unlimited
Favorite projects
Recycle bin of deleted projects
Quick project filtering
Project notification management
Project groups
Bulk project changes
Colored labels for project filters
Project hiding
Project email addresses
Baseline
ACTIONS AND COMMENTS ON TASKS AND CONTACTS
Edit history of comments
Action pinning
Action drafts
Action and comment hiding
Selective user notifications
Transferring actions between tasks
Displaying actions in chronological and reverse chronological order
Linking to directory objects in comments
Attaching reminders to actions and comments
Converting checklists into tasks
Search by comments
Recurring reminders
Planners
5
100
500
unlimited
Card planner
List planner
Full calendar planner
Hourly calendar planner
Task calendar planner
Chronicle planner
Table planner
Clock schedule planner
Daily schedule planner
Calendar export to iCal
Quick filtering of planner lists
Extended task lists in planners
Colored labels for planners
Synchronization of planner lists
Flexible setup of Planner access rights
Planner list display management (location, rollup, etc.)
Automatic exchange of planner data with Google Calendar
Whiteboard
Contacts
1000
5000
30000
100000
Contact filters
10
100
250
unlimited
Client dashboard
Contact import
Automatic search for duplicates when adding contacts
Bulk contact changes
Quick contact filtering
Customizable contact cards
Contact list display configuration
Favorite contacts
Recycle bin of deleted contacts
Colored labels for contact filters
Flexible setup of contact access rights
Data tags
Contact merging
Converting contacts to employees
Printing contact cards
Customizable reminders by contact
Planfix access for contacts
Task access for all contacts of counterparty
Email and Telegram notifications
Google Forms integration
Universal integration via e-mail
Google Drive integration
Dropbox integration
OneDrive integration
Maps integration
Telegram bots in group chats
Virtual PBX integration
Email service integration: Mailchimp, Unisender, Mailerlite
SMS messaging service integration
Chatra.io integration
1
5
50
API chat integration
1
5
50
Facebook page integration
1
5
50
Facebook Lead Ads
Instagram integration
1
5
50
Public Viber account integration
1
5
50
Personal Telegram bot integration
1
5
50
WhatsApp integration
(*) may require payment for a third-party service
AUTOMATIONS
Executions per month
50
1000 per user
5000 per user
10000 per user
CUSTOMIZATION AND SETTINGS
Customizable task statuses
2
20
100
500
Objects
1
20
100
200
Processes
1
5
20
50
Task scripts in one object
1
15
50
350
Contact scripts in one process
1
15
50
350
Project scripts in one process
1
15
50
350
Buttons groups
5
15
Buttons per group / object
5
15
User data tags
3
25
50
200
Customizable task fields
3
20
200
2000
Customizable project fields
3
20
200
2000
Customizable contact fields
3
20
200
2000
Project templates
20
100
Task templates
2
250
1000
2500
Contact templates
2
5
unlimited
unlimited
Document templates
20
50
250
Send POST requests through scripts
Attach reminders to task templates
Attach reminders to contact templates
Data tag groups
Customizable fields in projects
Project Totals Fields
10
20
System fields
Company calendar
Stemmed searching on all objects
System directories
Templates for exporting data from reports to Excel
Variables in tasks
Calculated fields of the 'Data tag summaries' type
5
15
50
Calculated fields (per template)
5
10
20
AI Credits
Workspaces
3
20
100
Custom interface color schemes
Personal logo
Time tracking report
Income and expense reports
Summary data
Standard reports
Invoicing
Document reconciliation
Browser extension: Time tracking
Reports on phone calls
Deals management
Creating your own ready-made solutions
Rules for groups of employees
Rules for employees
Rules for projects
Rules for tasks
Spam detection
Notification settings for contacts without Planfix access
Rules for creating tasks from emails
5
30
100
1000
Customizable email notification templates
20
200
500
Virtual email addresses
10
30
100
Corporate email addresses used for sending emails on behalf of the company
1
10
50
Conversations
3
10
50
Personal company email addresses
Sending attachments up to 10 MB
Signatures in Planfix emails
Read receipts for external contacts
Reports
12
25
200
500
Groups of reports
Standard reports
Reports on tasks
Reports on actions
Reports on data tags
Reports on contacts/companies
Reports on directories
Formulas in reports
Access configuration for reports
Bulk operations in reports
Variables for report export
Charts and graphs in reports
Saved reports
5
10
50
Automatic scheduling of reports
Workgroups
1
10
100
500
Robots
5
10
20
Account ownership transfer
Full export of account data
Ability to delete account
Personal pages for company employees
SSL certificate
Employee email addresses
Task exchanges (links) between Planfix accounts
Two-factor authentication
Account name changes
Visual management of company structure
Managers can automatically access subordinates' tasks
Managers can access each other's tasks
Group managers
Personal managers
Restricted access by IP
Restore of account data from backup copy at the request of the client
Technical administrators (no access to data)
Single sign-on (SAML 2.0)
Password policies
LOGGING AND AUDIT
Script logging
Logging of employees' views of tasks, contacts, reports
for 14 days
for 90 days
Log of incoming emails
for 3 days
for 7 days
for 14 days
Task action logging
for 14 days
for 90 days
unlimited
Project action logging
for 14 days
for 90 days
unlimited
Contact action logging
for 14 days
for 90 days
unlimited
Directory action logging
for 14 days
for 90 days
unlimited
Tracking mail sent to external contacts
for 14 days
for 90 days
unlimited
Directories
3
10
50
100
Maximum number of entries in the directory
100
5000
20000
100000
Directory groups
Display relationships between directory entries
Setup of directory access
Setup of directory entry access
Setup of access to fields in directory entries
Directory entry filters
Directory import
Quick filter of directory entries
Maximum file upload size, MB
15
100
100
100
Recycle bin of deleted documents
Favorite documents
Document set archive downloading
Public links to documents
Flexible setup of document access rights
Viewing of MS Office files without download
Online editing of MS Office documents
Document history
Quick filter of documents in lists
Full-text search in documents
API
20 000 req. / d.
50 000 req. / d.
100 000 req. / d.
Telephony API
Chat API
Resource expansion plan
Price
$15 / m.
$25 / m.
$35 / m.
Automations (executions per month)
5000
10000
20000
Contacts
10000
20000
40000
Customizable task fields
15
25
50
Customizable project fields
15
25
50
Customizable contact fields
15
25
50
Customizable task statuses
5
10
50
Objects
5
10
20
Task templates
25
100
250
Reports
10
20
50
Directories
4
7
10
Maximum number of entries in the directory
1000
2000
5000
Document templates
5
10
25
Calculated fields of the 'Data tag summaries' type
1
3
5
Virtual email addresses
3
5
10
Rules for creating tasks from emails
10
20
50
Corporate email addresses used for sending emails on behalf of the company
1
2
5
Workgroups
5
10
50
Workspaces
1
5
10
API
2000
5000
7000