Sales Logistics Management Software

Projects

Client Base (CRM)

Deals Pipeline

Omnichannel

Logistics

Projects

Manage short- and long-term projects.

Filter projects by contractors and group them by fields or services.

Organize collaborative work between employees and external users: clients, partners, or suppliers.

Projects in Planfix

Client Base (CRM)

Organize, structure, and group the client base.

Combine contacts by different factors and roles: clients, suppliers, contractors, partners, etc.

Deals Pipeline

With an intuitive user interface, color-coded labels, and drag-and-drop functionality, you can customize the movement of deals through the pipeline.

Customize and automate business processes for different project teams.

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Omnichannel

Receive all requests, inquiries, and messages from clients by mail or instant messenger in Planfix and respond to them directly.

Keep saved correspondence and documents related to tasks, contacts, or companies.

Respond to client requests, inquiries, and messages directly from Planfix to mail or instant messengers.

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Logistics

Easily view tasks on the map and perform fast logistics with map integration.

Automate processes by accepting requests through a variety of communication channels.

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Company and Contacts

Manage a full-powered client base in Planfix. Segment and group clients and manage access. Merge duplicates to avoid cluttering your client base.

Contact templates

Synchronization with Google Contacts

Custom fields

Contacts Management in Planfix

Synchronization with Google Contacts

Synchronize your contacts with Google Contacts so you can use the calendar you're used to.

Finding Duplicates

Planfix automatically warns you when it identifies duplicate contacts, and you can choose whether or not to delete one.

Access to Contacts

Set up different access levels to contact data for employees, protecting sensitive information.

Communication

Communicate with your clients through Planfix sales management platform. Receive messages, requests, and orders through different communication channels, respond directly from the system, and store everything in one place.

Communication in Planfix

Communication via Different Channels

Use integrations to communicate with clients using the methods they find most convenient.

Creating Tasks by Email

Sets tasks by email. Assign employees Planfix tasks by sending them emails.

Tracking Sent and Read Mail

Track the sent and read statuses of emails. Each task or comment has a corresponding symbol for sent and read.

Integrations

You can easily integrate with other services through ready-made integrations. Planfix integrates with the apps that you and your colleagues use every day.