Objects are your universal building blocks in Planfix. Model any real-world entity with fields, statuses, and automation in one lifecycle. Cut tool sprawl, keep data consistent, and turn routine steps into repeatable, measurable outcomes.
Use Objects wherever you need a structured workflow with data, states, and rules: sales pipelines, contracts, meetings, marketing content, HR records, or knowledge base articles – all with fields, statuses, and scenario automation in one place.
AUTOMATE SALES & DEAL MANAGEMENT
Build deal lifecycles that sell. Standardize stages, values, and owners; auto-route follow-ups; link contracts and meetings; and forecast from one source of truth. Fewer stalls, cleaner handoffs, faster closes—and coaching fueled by real insights.
LAUNCH CAMPAIGNS EFFICIENTLY
Run campaigns and content like a product. Track briefs, assets, and approvals; publish on schedule; and keep a searchable knowledge base. Automations remove busywork, brand tone stays consistent, and dashboards show what drives engagement.
STREAMLINE HR PROCESSES
Scale people operations with confidence. Manage vacancies, candidates, offers, and policies as Objects. Automate stage changes, alerts, and checklists; protect access by role; and report on time-to-hire and quality – without juggling separate tools.
SIMPLIFY COMPANY'S WORKFLOWS
Work with full context. Every Object carries fields, status, comments, and one-click actions. Roles control who moves what; planners and reports surface priorities. Less noise, fewer re-opens, faster delivery – teams align around the same truth.
Automate routine processes and make your work in Planfix even more efficient and streamlined.
One model, endless use cases. Objects bundle data, workflow, and automation, shrinking setup time and elevating consistency. Onboard faster, scale processes without chaos, and keep every operation auditable, measurable, and ready to improve.
Objects in Planfix are designed to replace some template functions and optimize processes. With the new CRM tool, you will optimize your business processes.
In this guide, we show how to set up a Knowledge Base using Planfix Objects. After all, if there’s a better way to do something, why not use it?
Tips on how to use Planfix system in the most efficient way. Implementation examples and detailed explanations.