Optimize Enterprise Task Management Planfix CRM and Project Management System

Optimize Enterprise Task Management

Tired of juggling tasks, deadlines, and never-ending to-do lists? Planfix helps you assign tasks, track progress, automate the boring stuff, and manage it all from one easy-to-use platform. Planfix is ideal for any business, big or small.

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Why Small Companies Need Project Management Software

Why Small Companies Need Project Management Software — Optimize Enterprise Task Management
Keeping Projects on Track and on Time
Why Small Companies Need Project Management Software — Optimize Enterprise Task Management
Saving Time with Streamlined Processes
Why Small Companies Need Project Management Software — Optimize Enterprise Task Management
Enhancing Team Communication and Coordination
Project Management to Fit SMB Needs — Optimize Enterprise Task Management

Project Management to Fit SMB Needs

Turn chaos into clarity! Planfix makes project management a breeze. Easily assign tasks, track deadlines, and automate workflows to avoid wasted time. The result? A more efficient, stress-free team.

Whiteboard

Planfix offers a virtual whiteboard to capture your ideas, collaborate in real-time, and organize your thoughts before they disappear.

Gantt Сhart

Gantt charts visualize everything, showing dependencies, deadlines, and who is responsible for what. No more guessing where things stand.

Kanban

Drag, drop, and done. It’s that easy to manage tasks with Kanban boards. Whatever the job, this powerful tool keeps everything visible and manageable.

Projects

Plan, track, and manage your projects effortlessly. Keep budgets under control, meet deadlines, and create reports — all on a single platform.

Task Management

Keep track of deadlines, assign tasks with clear responsibilities. Use templates for recurring tasks.

Task Management — Optimize Enterprise Task Management

Communication

Workspaces

Document Flow

Data Tags

Reporting

Communication — Optimize Enterprise Task Management

Communication

Tired of jumping back and forth between email, WhatsApp, and sticky notes?
Planfix consolidates all your conversations, messages, and files in one place—no more searching for lost emails or trying to find a customer’s request.
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Workspaces — Optimize Enterprise Task Management

Workspaces

Your digital workspace should feel like your living room: set up just how you like it.
With Planfix, you can customize everything!
Choose colors, filter out unnecessary clutter, and design the perfect workspace.
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Document Flow — Optimize Enterprise Task Management

Document Flow

With Planfix, you can upload, save, and edit files without losing track of changes.
You can even manage employee permissions and automate document creation.
No more filling out forms!
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Data Tags — Optimize Enterprise Task Management

Data Tags

Sick of guessing how your business is doing?
With Planfix, you can harness data on employees' work hours, customer requests, and project budgets.
You can even create custom metrics specific to your company and generate reports with one click.
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Reporting — Optimize Enterprise Task Management

Reporting

With one click, you can access all the key data you need and analyze it from different angles with grouping and sorting tools.
You can also turn data into clear charts and graphs, share reports, and control access for your team and customers.
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Project Management for Any Team

Project Management for Any Team — Optimize Enterprise Task Management

Marketing

Plan campaigns, manage tasks, and measure impact to maximize ROI.
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Project Management for Any Team — Optimize Enterprise Task Management

Sales&Logistics

Track deals, automate workflows, and optimize order management for greater efficiency.
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Project Management for Any Team — Optimize Enterprise Task Management

Human Resources

Keep records, automate onboarding, and simplify HR workflows.
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Project Management for Any Team — Optimize Enterprise Task Management

Operations

Optimize processes and manage resources, and to ensure smooth operations.
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Project Management for Any Team — Optimize Enterprise Task Management

Product

Align your team, track development phases, and prioritize updates based on user feedback.
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Project Management for Any Team — Optimize Enterprise Task Management

Help Desk

Manage customer support tickets, automate responses, and improve service efficiency.
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Planfix User Reviews

M
Mary M.
Senior Marketing Executive
5.0
Transformer system
Thanks to Planfix, managing task fulfillment has become much faster and easier. Everything is simple and straightforward, with many integrations that reduce the number of programs used.
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on Capterra
T
Tony A.
General Manager
5.0
I plan my day to day work
I actually really like this software that helps me in my daily life to have precise planning of my tasks, I have a precise order that helps me not forget tasks and to stay up to date.
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on G2
A
Alex
5.0
Excellent project management system
Thanks to a huge set of functions, it is easy to customize Planfix for specific business processes, set up workspaces individually for each team and automate many routine tasks.
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on Сrozdesk
K
Keit A.
Data Analyst
5.0
Effortless Task Management
So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
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on Sourceforge
I
Irene C.
CMO
5.0
Voice-Based Task Management
We have been able to address most of our management challenges and automate numerous processes. Thank you for providing us with a sophisticated yet highly flexible system!
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on Slashdot
A
Alex P.
Product Manager
5.0
Efficient Project Management Solution
Simplify the setup and management of extensive projects, regardless of their complexity, the number of tasks, or the team members involved.
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on SoftwareSuggest

Get Started with Planfix Project Management Software for Small Companies

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No credit card needed • Unlimited time on Free plan

Ready-Made Solutions for Project Management

Ready-Made Solutions for Project Management — Optimize Enterprise Task Management

Summary Data

Planfix Planner is a versatile solution for any organization, allowing you to strategize every task using simple lists and calendars.
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Ready-Made Solutions for Project Management — Optimize Enterprise Task Management

Internal Projects and Tasks Solution

Coordinate your team’s work while tracking income, expenses, and project time to calculate resources accurately.
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Ready-Made Solutions for Project Management — Optimize Enterprise Task Management

Project Management

Manage customer projects efficiently with Planfix. Plan phases, set deadlines, monitor progress, and analyze budgets using detailed reports.
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Prices

Prices — Optimize Enterprise Task Management

FREE

Up to 5 Users
Plan Options
Prices — Optimize Enterprise Task Management

PLAN A

1 - 99 Users
Plan Options
Prices — Optimize Enterprise Task Management

PLAN B

1 - 250 Users
Plan Options

Connect ready-made integrations with just a few clicks

Connect Planfix with your favorite tools to centralize your business processes.

Telegram
Microsoft 365
Google drive
Google sheets
Google calendar
Facebook
Gmail
Google Maps
MailChimp
Microsoft Project
WhatsApp
Zapier
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CRM for Small Business

Utilize a flexible system for managing customer relationships, deals, and sales. Automate follow-ups, track interactions, and boost conversion rates.

CRM for Small Business — Optimize Enterprise Task Management

Task Management for SMB

A unified space to keep track of all your company's tasks — so nothing slips through the cracks.

Other Solutions for Small and Medium Business
FAQ

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

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No credit card needed • Unlimited time on Free plan