Task Management Software for Small Business Planfix CRM and Project Management System

Task Management Software for Small Business

Running a small business without solid task management is like juggling flaming torches. With Planfix, you can automate tasks, track progress, and keep your team working smoothly — without the stress.

Stay in Control of Your Tasks — Task Management Software for Small Business

Stay in Control of Your Tasks

Planfix helps you assign tasks, set priorities, and track deadlines without micromanaging or flooding your team with emails. With a balanced workload and clear expectations, your business will run like a well-oiled machine.

Task Templates

Recurring Tasks

Summary Tasks

Sequential Tasks

Checklists

Task Templates  — Task Management Software for Small Business

Task Templates

Pre-filled templates speed up routine tasks and eliminate repetitive work.
Automate task creation using templates embedded in workflows.
Share templates with your team to ensure more consistency and fewer errors.
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Recurring Tasks — Task Management Software for Small Business

Recurring Tasks

Set automatic recurrences for regular tasks so that nothing is missed.
Schedule recurring meetings with team members or customers.
Customize timing and frequency to perfectly suit your workflow.
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Summary Tasks — Task Management Software for Small Business

Summary Tasks

Enjoy dynamic updating, where parent tasks are updated as subtasks progress.
Primary deadlines are adjusted in real time so everything (and everyone) stays on the same level.
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Sequential Tasks — Task Management Software for Small Business

Sequential Tasks

Tasks are activated step by step to ensure a smooth process.
Stay organized without overloading your to-do list.
New tasks are automatically activated as soon as the previous ones complete.
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Checklists — Task Management Software for Small Business

Checklists

Break down even the largest tasks into easy, manageable steps.
Assign tasks to team members on the checklist to speed up completion.
Convert checklist items into subtasks to help simplify complex workflows.
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Keep Communication Seamless — Task Management Software for Small Business

Keep Communication Seamless

Collaborate directly within tasks! Leave comments, share files, and track discussions without switching between apps. Planfix integrates your communication channels and ensures that every conversation—be it with clients or colleagues—is organized.

Task Chat

Keep all task-related discussions in one place ensuring a secure, structured, and easily accessible history. No endless inbox scrolling.

Adding Files

Attach files from your computer, Planfix storage, or cloud services. Find everything related to a task in one window (no digging through folders).

Hidden Comments

Control visibility by hiding specific comments from customers or team members. Flexible settings help you protect sensitive discussions and data.

Track Task Progress — Task Management Software for Small Business

Track Task Progress

Adapt quickly, responding to changes, and optimizing processes with real-time insights and data-driven decisions. Monitor progress by tracking status, logging work hours, balancing workloads, and analyzing performance — all in one place.

Time Tracking

Track planned and actual working hours to measure productivity. Instantly see where time is being spent and adjust priorities accordingly.

Data Tags

Organize your resources with both built-in and custom data tags. Collect key metrics to facilitate better reporting and smarter decisions.

Reporting

Generate custom reports to analyze performance from different angles. Easily identify bottlenecks and solve problems before they escalate.

Automate Routine Processes — Task Management Software for Small Business

Automate Routine Processes

Work smarter, not harder! Leave repetitive tasks to Planfix by automating routine and recurring actions. Save time and effort, increase efficiency by speeding up processes, reduce errors, and keep your team focused what matters.

Task Scripts

Create automated workflows to streamline or fully automate tasks. Drastically reduce manual workloads and improve team efficiency.

Custom Buttons

Set up one-click actions for repetitive tasks to speed up execution and significantly minimize errors.

Webhooks

Integrate Planfix with other tools via webhooks for instant data transfers. That way, you can automate workflows without all the complex settings.

Planfix User Reviews

M
Mary M.
Senior Marketing Executive
5.0
Transformer system
Thanks to Planfix, managing task fulfillment has become much faster and easier. Everything is simple and straightforward, with many integrations that reduce the number of programs used.
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on Capterra
T
Tony A.
General Manager
5.0
I plan my day to day work
I actually really like this software that helps me in my daily life to have precise planning of my tasks, I have a precise order that helps me not forget tasks and to stay up to date.
A
Alex
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.
See all reviews
on Сrozdesk
K
Keit A.
Data Analyst
5.0
Effortless Task Management
So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
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on Sourceforge
I
Irene C.
CMO
5.0
Voice-Based Task Management
We have been able to address most of our management challenges and automate numerous processes. Thank you for providing us with a sophisticated yet highly flexible system!
See all reviews
on Slashdot
A
Alex P.
Product Manager
5.0
Efficient Project Management Solution
Simplify the setup and management of extensive projects, regardless of their complexity, the number of tasks, or the team members involved.
See all reviews
on SoftwareSuggest

Optimize Your Small Business Workflow with Planfix Task Management Software

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Ready-Made Solutions for Task Management

Ready-Made Solutions for Task Management — Task Management Software for Small Business

Task Management

Task management is a ready-made Planfix solution that allows you to assign tasks to your employees as well as monitor their completion.
Ready-Made Solutions for Task Management — Task Management Software for Small Business

Task Management 2.0

Make management easier! Monitor your team’s work and ensure tasks are completed accurately and on time.
Ready-Made Solutions for Task Management — Task Management Software for Small Business

Internal Projects and Tasks Solution

This solution is a great way to start using Planfix. You'll see the benefits from day one and get all your colleagues working together.

Prices

Prices — Task Management Software for Small Business
FREE
Up to 5 Users
Prices — Task Management Software for Small Business
PLAN A
1 - 99 Users
Prices — Task Management Software for Small Business
PLAN B
1 - 250 Users

CRM Solution for Small Business

Customizable CRM at your fingertips! Easily manage customers, deals, and business processes with a flexible system tailored to your needs.

CRM Solution for Small Business — Task Management Software for Small Business

Project Management for Small Business

Stay in control! Planfix Projects is a customizable, standalone tool to help you structure tasks, track deadlines, and effortlessly monitor progress.

Other Solutions for Small and Medium Business
FAQ

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