Manage orders, clients, logistics, team tasks, and communication in one place. Planfix automates routine work, speeds up order processing, and keeps your eCommerce operations running smoothly. No chaos. No losses.
CENTRALIZED ONLINE SALES CONTROL
Are your sales coming from multiple sources but your data is scattered? Planfix brings everything together, from request to delivery to customer support.
Planfix centralizes orders, clients, tasks, and communication in a single dashboard. It also automates routine processes and keeps every stage of your online sales under control, from checkout to delivery.
Planfix does more than store contacts. It also helps you build genuine customer relationships. Track interaction history, segment your database by tags and statuses, assign responsible team members, and create tasks directly from a client’s profile.
Capture leads from forms, chats, and emails directly in your CRM. Assign follow-up tasks, track conversions, and automate your sales funnels while you monitor channel performance and boost your marketing ROI.
Get pre-built templates designed for eCommerce, including funnels, tasks, notifications, and documents. This speeds up deployment, reduces errors, and helps you set up a system tailored to your workflow right from day one.
Use a ready-made Planfix configuration to create invoices, track their statuses, and analyze key financial metrics without having to switch between tools.
Connect your existing apps and workflows with pre-made integrations available for 400+ popular apps, plus custom integrations for more advanced users.
Compare Planfix with other solutions and find the best fit for your business needs. We break down the differences in features, pricing, and scalability, so you don’t have to guess what really matters. With a clear side-by-side view, you’ll see exactly where Planfix stands out—and whether it’s the right choice for your team’s growth.
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered!
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks so your team can skip the grunt work.
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your customers.
Consolidate all of your teams and departments into one connected workspace. Planfix keeps everyone on the same page, which means fewer silos and smoother teamwork.
From small startups to large enterprises, Planfix offers the flexibility and power you need to automate what matters most, no matter the size of your business.
