What is CRM for enterprise?

The primary purpose of enterprise CRM is to manage and control complex and large-scale projects and business processes and to serve as a unified ecosystem for managing enterprise relationships that bring together customers, sales, and employees. The flexibility of settings and the wide range of tools Planfix provides for project management allow for configuring efficient workflows regardless of team size, location, or specific work requirements.

Do I need programmers to set up Planfix?

Planfix is a no-code platform: in other words, it's a system that can be configured for business processes and large-scale tasks in companies without the need for any programming. For advanced users and companies that want to extend the system's existing functionality, integrate additional services, or develop their applications, we offer the use of the Planfix API (https://planfix.com/help/API). We make sure that Planfix isn't simply a CRM system for your company but also a unique business management solution that meets all of your needs.

How can I get support in Planfix system implementation?

To help you get started, we have developed courses in our Academy (https://planfix.com/academy/) and an extensive collection of informative articles in our Knowledge Base (https://planfix.com/help/Planfix). There, you'll find all the information you need to get started with Planfix. Our support team is ready to help you with words and deeds. You can choose a convenient communication channel and contact us. However, if you prefer to delegate the integration of the system into your business processes to an integration company, you can contact one of our partners for support.

CRM, Project, and Task Management for Enterprise

ALL-IN-ONE SYSTEM

Unified Environment for Large Businesses

Planfix allows you to address various company needs and create a unique corporate management system for a large company. It is customizable and scalable to fit your specific requirements.

Corporate Management System that Operates by Your Rules

Task Management

Enterprise task management system: from chaos to order.

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Project Management

Comprehensive project management for projects of any scale and complexity.

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CRM Transformer

Fully customizable CRM system for large businesses.

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SECURITY ADMINISTRATION & AUDITING

Flexible Security Settings

The flexibility of security settings in Planfix allows you to define access rights for internal system users and external contacts. The system automatically logs all user activities.

Two-Factor Authentication

Enable two-factor authentication to enhance the security of your corporate data.

IP-Based Access Configuration

You can determine who has access to which data by configuring access based on IP addresses.

Action Logging

Logging of task and contact fields shows where and when a specific user accessed the system, what changes were made, and what information was viewed.

Planfix User Reviews

Lavanderia T.

Application Developer

5.0

Best Solution For Managing Business Operations

First, I like that Planfix is scalable and is ideal for businesses of all sizes. It makes management of business operations easy thanks to project and task management features.

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on G2

Alexi L.

Technical Director

5.0

Extensive Customization Capabilities

Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more.

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on Capterra

Richard E.

Personnel Supervisor

5.0

Tasks on the Map

It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.

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on Sourceforge

Artsiom

Database manager

5.0

A Highly Customizable ERP System

Planfix.com is a versatile ERP system that allows businesses to streamline their processes and improve overall efficiency.

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on SoftwareSuggest

Daniel M.

Administrator

5.0

Responsive Dev Team

It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.

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on Slashdot

Alex P

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 Crozdesk

What Sets Planfix Apart from other Business Process Management Systems?

A New Level of Effective Communication

The chat feature in Planfix is genuinely innovative. It provides a unified workspace for tasks and projects, bringing together processes and teams.

Corporate Chat

Communication with Clients within the System

Seamless integration allows you to receive requests, orders, and tickets sent via email, Telegram, or WhatsApp directly in Planfix.

Omnichannel Communication

Flexible Tracking of any Data

Track time, expenses, resources, and more. Keep records during task management, project execution, deal handling, and customer interactions.

Data Tags in Planfix

More Possibilities with Planfix API

Receive and transmit any data using the API. Connect your corporate chats, customize telephony, and develop your configurations and applications.

Data Import into Planfix

Save your work and corporate data by transferring them to Planfix. Export contacts and documents, events, and data from Google Calendar and tasks and projects from Microsoft Project.

Personalization

Visualization

Branding

Personalization

Unique interfaces for each user.

Customize personalized interfaces for specific teams or even individual employees.

Simplify system familiarization and onboarding for your employees.

You can choose which sections are displayed to employees and avoid overwhelming them with a complex, multifunctional interface.

Workspaces

Visualization

Using the Whiteboard feature, you can visualize your ideas, large-scale projects, and global strategies.

Transfer project work or development strategies into visually understandable, structured diagrams.

Even the most complex concepts and intricate processes are easier to implement and launch after visualization.

Explore the Whiteboard feature, a tool that simplifies planning.

Whiteboard

Branding

Make Planfix look like your corporate system.

Customize corporate colors and add your company logo and links to your websites and services.

Connect external users.

Present your company and promote your brand to both internal and external users.

Interface

Planfix integrated with all popular services and systems

Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.