Preconfigured solutions.
For those who need more

Take the opportunity to quickly implement Planfix in your organization using preconfigured solutions, or contact our certified partners for support.

Categories
Management
7
Sales and CRM
4
Finance and Accounting
2
HR Management
2
Reports
1
Productivity
1
Customer Service
1
Creator
Planfix Research Lab
18
Planfix Partners
0
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.