What is a CRM for small businesses?

A CRM system for small businesses is a tool that helps automate customer interaction processes and boosts sales efficiency. Planfix is a cost-effective solution that allows small companies to automate their business operations, organize teamwork, and cover a wide range of tasks without requiring programmers.

Do I need programmers to set up Planfix?

Planfix is a no-code system with extensive customization capabilities. Craft your unique corporate system, CRM, task, and project management system on a single platform without requiring programmers. Meet a broad spectrum of your company's needs with just one product.

How can I get support in my Planfix system implementation?

Reach out to Planfix Support for any support and implementation issues. Write directly from the system or through communication channels that are convenient for you — more about Support Service (https://planfix.com/support/).

CRM, Project, and Task Management for SMB

IMPROVED TASK MANAGEMENT FOR SMB

Task Management: From Chaos to Order

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.

Map out your grind and figure out what's first.

Give out jobs and stay on top of it all.

Keep track and control your progress.

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Task Templates

Cook up templates for recurring same-type tasks and speed up your project grind.

Recurring Tasks

Tune up your task-setting game and automate the kick-off of repeating tasks.

Checklists

Even the trickiest tasks are no big deal when you break them down into checklist items.

Map-Linked Tasks

Pop those essential locations and routes onto maps, making tasks more interactive.

CRM TRANSFORMER

One-Stop Business Management Platform

Pull all your business processes together from start to close in one system. Tweak the platform to your liking, move your tasks and processes into Planfix, and glide through the deal lifecycle, shifting everything along the pipeline.

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Client Communication from the App

Chat with clients through their go-to channels: messengers, social media, chats, and more.

Scheduling and Planning

Planners and calendars help you sort out and distribute tasks and to-dos for the day, week, or month.

Document Flow

Documents pour into Planfix from various sources, automatically cataloging by task and project – that's how a collective database of documents for each project and the company as a whole shapes up.

Flexible Accounting

Keep tabs while working on tasks, projects, deals, and inquiries. Running a project budget, revenue accounting, ROI, income, and expenses by clients has always been challenging, but no more!

SMB PROJECT MANAGEMENT SYSTEM

A Fresh Look at Project Management!

From idea to execution in one system, thanks to great project management tools for small businesses. Tailor the system, interface, and processes to your tasks and your company's needs.

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Visualize Your Ideas

Move your project work or development strategy into a visually clear, well-structured diagram that includes all relevant connections.

Plan Your Team's Work

Plug in employees, distribute tasks, and rank task priorities.

Automate Your Work

Custom scenarios and scripts help you fast-track launching typical tasks.

Control and Manage

Handle the hierarchy of tasks, deadlines, and statuses on the Gantt chart.

Unified Platform for Teamwork

Marketing

Dump the routine on robots and automated scenarios, giving your marketing squad more time for creativity.

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Sales&Logistics

Run the entire deal cycle from inquiry to delivery in a single CRM system. Set up your pipeline just as you see fit. Thanks to flexible settings, even the most complex business processes can be structured in Planfix.

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Human Resources

Move the HR team's work into Planfix. Track employees' work/non-work hours, evaluate performance, and conduct onboarding and training.

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Operations

Automate any operational activity for your company. Manage financial accounting and create directories, price lists, and catalogs.

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Product

From idea to execution: extensive functional capabilities allow you to configure even the most complex and large-scale projects with your product teams.

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Help Desk

Do your Help Desk work in Planfix. Receive requests through various communication channels, delegate and distribute tasks, and close tickets in a single system.

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Prices

FREE

Up to 5 users

Plan Options

PLAN A

1 - 99 Users

Plan Options

PLAN B

1 - 250 Users

Plan Options

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.