Project Management for Enterprise Planfix CRM and Project Management System

Project Management for Enterprise

For a lot of people, managing tasks, projects, and deadlines can feel like juggling torches while balancing on a unicycle. But with Planfix, you no longer have to worry about dropping the ball (or the torch).

Imagine having everything — tasks, resources, deadlines — all in one place. Instead of getting bogged down by routine processes, you could focus on what's really important: your strategic goals.us on what's really important: your strategic goals.

Why Enterprises Need Project Management Systems?

Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Centralized Project Planning and Management
Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Real-time Collaboration and Communication
Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Task Management and Workflow Automation
Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Streamline Security and Administration
Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Resources and Capacity Management
Why Enterprises Need Project Management Systems? — Project Management for Enterprise
Unlimited Customization Options
A New Way to Manage Projects — Project Management for Enterprise

A New Way to Manage Projects

Multitasking has become a buzzword in the business world, but switching back and forth between different services like a game of Whack-A-Mole is bad for productivity. With Planfix, you have everything you need right where you need it. Finally, you can  stop clicking between tabs and focus on what matters.

Task Calendar

Of course, Planfix allows you to easily schedule appointments, but why stop there? Why not create entire task calendars to keep your team on track. Planfix is like having your own personal assistant (but without all the time off requests).

Table View

Some people love having their data organized in a table. No problem! With Planfix, you can manage your tasks in all sorts of different ways — by status, employee, customer, and more. It’s like having Marie Kondo design your workflow.

Chronicle Planner

Tired of jumping back and forth between email, Slack, countless other tools? Planfix combines notifications from messengers, social networks, and tasks into one easy-to-use list. You’ll never miss a notification again!

Kanban, Scrum, and Variations

Whether you choose Kanban, Scrum, or something else, Planfix can help you group and organize tasks in a way that makes sense to YOU. Boost your productivity and keep things moving. No more forcing a round peg into a square hole.

Whiteboard

Who doesn’t love an diligently-designed diagram? Planfix’s whiteboard feature helps you visualize projects and workflows in a way everyone can understand. A picture is worth a thousand words, why not use them?

Whiteboard — Project Management for Enterprise

Gantt Chart

Want to know how long tasks will take? Planfix’s Gantt chart allows you to monitor deadlines and task sequencing effortlessly. It’s like a crystal ball for project management!

Gantt Chart — Project Management for Enterprise

One Task in Multiple Lists

Why limit a task to just one list? With Planfix, you can sort tasks in multiple ways and add them to several lists simultaneously. Now you can finally be in two places at once, just like your employees expect.

Workspaces

Built-in Chat

Document Flow

Employee Management

Robots

Workspaces — Project Management for Enterprise

Workspaces

Choose a color scheme that suits you.
Adjust the layout of your buttons.
Add or hide menu items to suit your needs. After all, it’s your workspace!
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Built-in Chat — Project Management for Enterprise

Built-in Chat

Discuss project details directly in the task.
Effortlessly share files and links.
Keep all your customer communication in one handy place.
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Document Flow — Project Management for Enterprise

Document Flow

Upload documents and store them directly in Planfix.
Manage access to files.
Easily edit them online, in Planfix, or on your computer.
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Employee Management — Project Management for Enterprise

Employee Management

Track employee work hours.
Manage access to tasks and projects.
Keep an eye on team performance.
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Robots — Project Management for Enterprise

Robots

Use recurring tasks to simplify frequent actions.
Automatically collect data with Reports and Data tags.
Create scripts that do the work for you, including status changes, notifications, or even creating new tasks.
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Harness Automation Tools to Speed Up Teamwork

Harness Automation Tools to Speed Up Teamwork — Project Management for Enterprise

Sequential Tasks

Create tasks that automatically activate when the previous ones are completed. That way, you don’t have to keep track of every step.
Harness Automation Tools to Speed Up Teamwork — Project Management for Enterprise

Recurring Tasks

Set them up for regular meetings, reports, or that weekly check-in you always forget.
Harness Automation Tools to Speed Up Teamwork — Project Management for Enterprise

Summary Tasks

Combine multiple related tasks so you can manage everything in one place.

Task Scripts

Automate the repetitive stuff — send emails, change statuses, and create new tasks without lifting a finger.

Buttons

Customize buttons that trigger specific task actions in a single click.

Webhooks

Want to integrate external systems? With Planfix’s webhooks, you can send and receive data automatically.

Empower Your Enterprise with Planfix Project Management Software

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Resource Planning and Management — Project Management for Enterprise

Resource Planning and Management

Time, budget, staff, equipment — it’s a LOT to handle. With Planfix, you can plan and manage your resources more efficiently and avoid feeling overwhelmed.

Finances and Operations
Budgeting and Planning
HR Management

Budgeting

Set and control budgets at every phase of a project. Planfix helps you monitor costs, forecast revenue, and reach your goal without the financial headaches.

Booking

Reserve resources like equipment and workspaces for specific tasks or projects so you can avoid double bookings and ensure everything runs smoothly. no more fighting over the conference room!

Workload Management

Burnout is real! Fortunately, Planfix helps you balance the workload so that no one drowns in their tasks while others twiddle their thumbs.

Time Tracking

Imagine knowing precisely how much time your employees are spending on their tasks? Planfix allows you to monitor project timelines and evaluate efficiency at the touch of a button.

Time Tracking — Project Management for Enterprise

Timer

Wish you had more insight into how long tasks are taking? Track time automatically with Planfix’s built-in timer.

Revenue and Expense Tracking

Ever with budgeting was more straightforward? Now you can keep a close eye on each project 's income and expenses, helping you control your financial results and optimize your spending.

Calculated Fields

Need to run some quick numbers? Planfix allows you to set up custom fields to automatically calculate costs, profits, or resource usage.

Tracking Whatever You Need

You deserve to be in complete control! No matter what metrics are essential to your business— whether timeframes or financial KPIs — you can track them all in Planfix.

Administration and Security — Project Management for Enterprise

Administration and Security

Data security is no joke, and with Planfix, you get a high level of security on top of flexible employee access management.

Two-factor Authentication

Ensure maximum security by requiring additional identity verification at login.

Role Assignment

Assign roles to your employees to easily manage their access rights. Everyone gets what they need - no more and no less.

Access Management

Control who sees what and when. With flexible access levels, you can ensure that only the right people have the “keys to the kingdom.”

Advanced Cross-Team Collaboration

Advanced Cross-Team Collaboration — Project Management for Enterprise

Multichannel Marketing

Run campaigns across multiple channels from a single platform. Track performance, merge data, and analyze results — all from one place.
Advanced Cross-Team Collaboration — Project Management for Enterprise

IT and Product Development

Oversee IT projects and product development with ease. Automate processes to ensure your team always meets their deadlines.
Advanced Cross-Team Collaboration — Project Management for Enterprise

Help Desk and Client Support

Manage customer support like a pro — track tickets, monitor status, and automate tasks for faster response times.
Advanced Cross-Team Collaboration — Project Management for Enterprise

Sales and Logistic Projects

Keep track of sales and logistics with minimal effort. Planfix helps you track orders, manage customers, and handle deliveries smoothly.
Advanced Cross-Team Collaboration — Project Management for Enterprise

Finances and Operations

Manage financial flows and operations without all the added headaches. Planfix helps you plan expenses, monitor budgets, and more!
Advanced Cross-Team Collaboration — Project Management for Enterprise

Human Resources and Employee Management

Get a bird’s eye view of each employee and their tasks.. Track performance, schedule work hours, and manage HR processes like a boss.

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Ready-Made Project Management Solutions

Ready-Made Project Management Solutions — Project Management for Enterprise

Summary Data

Plan for every step of the process with Planfix’s lists and calendars. It's a one-stop shop for organizing all your business needs.
Ready-Made Project Management Solutions — Project Management for Enterprise

Internal Projects and Tasks Solution

Coordinate your team’s work, track income and expenses, and plan your resources down to the smallest detail.
Ready-Made Project Management Solutions — Project Management for Enterprise

Project Management

Manage client projects from start to finish. Planfix’s reporting tools make it easy to plan phases, track deadlines, monitor progress, and analyze budgets.

Prices

Prices — Project Management for Enterprise

PLAN A

1 - 99 Users
Prices — Project Management for Enterprise

PLAN B

1 - 250 Users
Prices — Project Management for Enterprise

PLAN X

6+ Users

CRM for Enterprise

Planfix CRM system developed for large organizations. With it, you can centralize customer and business information, automate processes, and efficiently manage complex business operations and projects more easily than ever.

CRM for Enterprise — Project Management for Enterprise

Enterprise Task Management Solution

Planfix supports advanced task tracking and workflow visibility, making it ideal for enterprises needing a flexible, scalable solution to coordinate large projects and improve operational efficiency.

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