Real Estate Management Software
From the first inquiry to the final handshake, Planfix helps real estate agencies and developers effectively manage properties, deals, and clients.
From the first inquiry to the final handshake, Planfix helps real estate agencies and developers effectively manage properties, deals, and clients.
In real estate, even missed client or delayed reply can cost you a deal. But when your data is scattered across multiple tools, staying on top of it all seems impossible. Sounds familiar?
Planfix is a flexible solution that allows you to manage your property database, track deals, and oversee your team’s work, all in one system:
Planfix automates document workflows with ready-to-use templates and built-in e-approval tools. This saves you tons of time on drafting and approvals.
Planfix streamlines your document management with templates and e-approval workflows, dramatically reducing the time spent on preparation and approvals. This not only minimizes human error but also allows for automatic reminders about key deadlines, payments, and property viewings.
Get started without unnecessary setup! You can use pre-built templates for deals, properties, and tasks. This speeds up onboarding, reduces errors, and helps you immediately structure a system tailored to your workflow.
A ready-to-use Planfix setup for creating invoices, tracking their status, and analyzing your financial performance.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
Compare Planfix with other solutions and find the best fit for your business needs. We break down the differences in features, pricing, and scalability, so you don’t have to guess what really matters. With a clear side-by-side view, you’ll see exactly where Planfix stands out—and whether it’s the right choice for your team’s growth.
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Consolidate all of your teams and departments into one connected workspace. Planfix keeps everyone on the same page, which means fewer silos and smoother teamwork.
From small startups to large enterprises, Planfix offers the flexibility and power you need to automate what matters most, no matter the size of your business.