Enterprise Task Management Solution Planfix CRM and Project Management System

Enterprise Task Management Solution

Planfix is an enterprise task management system that supports prioritization, resource management, and workflow automation. The platform provides data tag reports as a way of evaluating task performance and analyzing productivity.

How Planfix Task Manager Helps Enterprises

How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Assignment Management
How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Task Prioritization and Distribution
How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Employee Workload Planning
How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Time and Resource Tracking
How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Analytics and Planning
How Planfix Task Manager Helps Enterprises — Enterprise Task Management Solution
Document Flow and Reporting
Strategic Task Planning — Enterprise Task Management Solution

Strategic Task Planning

Planfix helps you manage long-term tasks more effectively by helping you prioritize and set strategies. Using the platform’s flexible tools, you can predict risks, track key milestones, and allocate resources in ways that meet deadlines and minimize costs.

Task Calendars

Efficiently plan and track tasks with synchronized calendars.

Various Planners

Organize and prioritize tasks for more effective time management.

Various Planners — Enterprise Task Management Solution

Whiteboard

Easily collaborate with your team with the help of a comprehensive visual board.

Gantt Сhart

Visualize project timelines and track team workloads with a built-in Gantt chart.

Daily Schedule

Organize daily tasks to boost team productivity with easy-to-use scheduling.

Taskflow and Process Automation — Enterprise Task Management Solution

Taskflow and Process Automation

Automate workflows and standardize processes to maximize team efficiency. Set up buttons and launch scripts to automate the creation of new tasks and projects.

Task Templates

Create reusable task templates for quick, consistent task creation.

Task Processes

Define structured processes to maintain workflow consistency.

Robots

Automate repetitive tasks to reduce manual work and errors.

Efficient Task Monitoring and Control — Enterprise Task Management Solution

Efficient Task Monitoring and Control

Track task progress, allocate resources, and ensure on-time completion with task monitoring and customizable reports.

Time Tracking

Revenue and Expense Tracking

Data Tags

Reporting

Time Tracking — Enterprise Task Management Solution

Time Tracking

Use a timer to quickly log time spent on tasks.
Get accurate data on time spent to analyze team performance.
Identify bottlenecks and improve your team's productivity.
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Revenue and Expense Tracking — Enterprise Task Management Solution

Revenue and Expense Tracking

Instantly visualize income and expense data through graphs and reports.
Evaluate the flow of your financials flows to better identify growth opportunities.
Monitor project budgets in real time so you can respond quickly to deviations.
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Data Tags — Enterprise Task Management Solution

Data Tags

Assign helpful tags to tasks to improve sorting and filtering.
Ensure quick access to relevant data every time.
Simplify search and analysis by basing your queries on specific tags.
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Reporting — Enterprise Task Management Solution

Reporting

Generate detailed reports to better analyze data and track progress.
Leverage the power of fully-customizable reports to monitor key metrics.
Share reports with your team and management to facilitate fast, accurate decisions.
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Maximize Enterprise Productivity with Task Management Tools

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Enhanced Cross-Department Collaboration

Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

Multichannel Marketing

Centralize marketing efforts across all channels to easily track and optimize campaigns.
Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

IT and Product Development

Manage IT projects and product development processes by tracking tasks and allocating resources.
Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

Help Desk and Client Support

Track client inquiries and support tickets to ensure timely responses and quality service.
Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

Sales and Logistic Projects

Manage sales targets, logistical processes, and project workflows from one place.
Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

Finances and Operations

Track financial operations and optimize business processes to enhance management efficiency.
Enhanced Cross-Department Collaboration — Enterprise Task Management Solution

Human Resources and Employee Management

Manage a variety of HR tasks with ease, from recruitment and training to performance evaluations.

Collaborative Workspaces

Facilitate team collaboration through shared workspaces, calendars, and task assignment tools.

Collaborative Workspaces — Enterprise Task Management Solution

Flexible Access

Provide team members instant access to project data and tasks based on their roles.

Confidentiality and Security — Enterprise Task Management Solution

SAFEGUARDING ENTERPRISE SOLUTION

Confidentiality and Security

Flexible settings allow you to customize the Planfix platform to your company system while ensuring sensitive data remains completely protected. This gives you full control over employee actions, minimizing the risk of data leaks or deletions.

Technical Administrators

Technical administrators have access to most account settings but can be prevented from reaching sensitive data.

Account Change Log

View the user activity log to instantly monitor changes made to your account.

Access by IP

Restrict access to specific network addresses so your account always remains secure.

Task Log

Task logs provide a clear, chronological history of task progress, helping team members track accountability and monitor productivity.

Incoming Mail Log

Planfix logs the 100 most recent incoming emails. Any email in the log can be reprocessed, which is incredibly helpful when setting up rules.

Planfix on Your Domain

It’s easy to set up a Planfix login page for colleagues and clients on your company’s domain.

Planfix: Your All-in-One Solution Beyond Task Management

Planfix: Your All-in-One Solution Beyond Task Management — Enterprise Task Management Solution

Project Management

Organize projects while tracking deadlines, budgets, and outcomes to boost efficiency.
Planfix: Your All-in-One Solution Beyond Task Management — Enterprise Task Management Solution

CRM Transformer

Planfix allows you to personalize your own CRM to automate processes and harness accurate client and sales data.
Planfix: Your All-in-One Solution Beyond Task Management — Enterprise Task Management Solution

Teamwork Collaboration

Planfix is specifically designed to enhance team collaboration, allowing for seamless work and real-time information sharing.

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Ready-Made Solutions for Task Management

Ready-Made Solutions for Task Management — Enterprise Task Management Solution
Task Management
Task Management is a ready-to-use Planfix solution that allows you to easily assign tasks to employees while also tracking their completion.
Ready-Made Solutions for Task Management — Enterprise Task Management Solution
Task Management 2.0
Get full control to oversee tasks and ensure they are completed accurately and on time.
Ready-Made Solutions for Task Management — Enterprise Task Management Solution
Internal Projects and Tasks Solution
This solution is ideal for getting started with Planfix. You’ll see the benefits from day one.

Prices

Prices — Enterprise Task Management Solution
PLAN A
1 - 40 Users
Prices — Enterprise Task Management Solution
PLAN B
1 - 250 Users
Prices — Enterprise Task Management Solution
PLAN X
10+ Users

CRM Solution for Enterprise

Manage client relationships and automate communications – all within one unified system.

CRM Solution for Enterprise — Enterprise Task Management Solution

Project Management for Enterprise

Track milestones, allocate resources, and manage project deadlines using Planfix tools.

FAQ

Use all of Planfix's features for 14 days, completely free of charge

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