A CRM system built specifically for small businesses. Planfix combines tools for managing your customer base, analyzing interactions with leads and customers, and helping you implement strategies to boost customer satisfaction and loyalty.
Planfix is not just a CRM system. It’s an all-in-one platform that helps you unite your business processes, team collaboration, sales process, and customer communication together in a single environment. Achieve your business goals and stay ahead of the competition. We’re proud to introduce CRM system that can help your business:
COMPANY&CONTACT MANAGEMENT
Planfix CRM allows you to better understand the needs and preferences of your target group. Create personalized offers, increase loyalty, and build long-term relationships while effectively managing your customer base.
Qualify leads, segment your lead and customer base, and launch precision targeted campaigns. All customer data, including contact information, correspondence, agreements, documents, and version history, is stored in the contact card for maximum efficiency.
DOCUMENT FLOW
Set up automated sales processes in Planfix CRM. Issue invoices directly from the system, sign contracts, and save correspondence in customer cards. Make sure every document and report go out to your customers on time, every time.
Expand the capabilities of your SMB’s CRM system with over 400 ready-made integrations, including some of the most popular services and applications.
Streamline your business processes in a single project management and team collaboration system for small and medium-sized businesses.
No matter the project or the scale, Planfix simplifies task management for individuals, teams, and companies. Automate routine tasks by separating them from strategic tasks.
