Planfix integrates into all business processes easily, facilitating the efficiency of your teams. Use a single Planfix management system for teamwork automation of any type and complexity.
The tools in Planfix facilitate marketing project management and make your work processes more convenient.
HR
Maintain staff records, communicate with colleagues, and inform employees about important company news all through a single human resource management system.
Sales&Logistics
Planfix sales management tools make the sales and logistics departments more convenient and minimizes time spent on routine tasks.
Help Desk
Set up a helpdesk ticketing system based on your company's business process with Planfix.
Product Management
Product management tools to manage product development. Transfer all agile processes and product development projects to Planfix.
Operations
Automate operations process in a single operation management system. Transfer your company’s typical operational tasks to Planfix.
Teamwork Management
Planfix can adapt flexibly to all business processes and tasks in your company. It offers numerous features to make work management more convenient.
FAQ
Team collaboration software is a shared workspace where people plan, discuss, and deliver work without losing context. In Planfix, tasks store comments, files, checklists, and due dates together, while dedicated workspaces organize projects by team, client, or process. Built-in automations route work, assign assignees, set deadlines, and move statuses forward, so steps run the same way every time. Roles and permissions protect data, reducing meetings and turning handoffs into a predictable flow from idea to done.
Collaboration software replaces scattered chats with conversations attached to the work itself. Planfix turns emails and messenger pings into tasks, then keeps replies, files, and decisions in the same thread, so context never disappears. Automations assign assignees, set due dates, and nudge follow-ups, while checklists make next steps obvious. People spend less time chasing updates and more time moving the ball forward.
Shared workspaces let marketing, sales, operations, and finance see the same picture and update it in place. In Planfix, roles and permissions protect sensitive data, while dependencies and calendars clarify who goes next across teams. Custom fields and tags label clients, channels, or cost centers, making handoffs traceable. Robots, buttons, and scripts move tasks between departments on status changes, so coordination happens by rule – not by reminder.
One platform means one source of truth: the same tasks, files, and decisions for everyone. Planfix replaces siloed tools with workspaces, dashboards with various views and saved filters, so each team sees what matters without breaking the shared structure. Consistent fields and statuses keep data clean for exports or analysis later. Onboarding gets faster, errors drop, and the company can scale processes without rewriting workflows.
Use all of Planfix's features for 14 days, completely free of charge