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Planfix

Teamwork management, shaped around your business. Across every team. Every process. Every way you work.·planfix.com

Planfix is a customizable business management platform that helps teams coordinate tasks, run projects, manage a CRM/sales pipeline, handle help desk tickets, and automate business processes in a single system. It unifies communications from email, messengers, and telephony into one workspace and provides configurable objects, workflows, and reporting so companies can build their own management system without code.

What it's for

Build custom sales pipelines and manage CRMPlan and execute projects with Gantt charts and resource allocationTrack daily tasks with custom statuses and remindersCollect and manage support tickets from email, website, and messengersAutomate recurring business processes with scripts and scenariosTrack employee working time and calculate hourly payCoordinate volunteers and social projects (non-profit)Manage sales, invoicing, and deliveries

Features 19

AI knowledge base for AI-generated customer support responses
Audit logs and detailed audit trail
Built-in telephony with AI transcription and analytics
Bulk operations on tasks, projects, and contacts
CRM and contact management
Custom data tags for tracking time, money, or events
Customizable workspaces per employee or team
Flexible data access rights and company hierarchy controls
Help desk / ticket queue from email, website, and messengers
No-code automation scripts and scenarios
Project management with Gantt charts
Recurring/periodic tasks
Report designer and dynamic report templates
REST, XML, Telephony, Chat, and SMS APIs
Single sign-on (SAML 2.0) and IP allowlisting
Task management with dependencies and relations
Time tracking and payroll-linked hour tracking
White-labeling with custom logo and brand colors
Whiteboard for visualizing business processes

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

LanguagesEnglish, German, Spanish, French, Italian, Portuguese (Brazil), Czech, Polish, Romanian, Russian, Ukrainian, Kazakh, Uzbek

ForEnterprise, Small & Medium Business, Startups, Non-Profit

CompanyPlanfix, Inc.

Integrations

TelegramGmailGoogle DriveOffice 365ZapierVirtualPBXMicrosoft 365Google SheetsGoogle CalendarWhatsAppFacebookMailChimpInstagramDropboxGoogle MapsTwilioChatra.ioOneDriveUnisenderMailerliteTikTokViberGoogle Forms

Complianceself-reported

GDPR

Resources

Docs

Pricing

Displayed prices are per user/month when billed yearly; monthly, 3-month, and 6-month billing options are also offered but their rates aren't shown. Any applicable taxes are not included. Free 14-day trial with no credit card required; free plan has unlimited duration for small teams.

FreeFree

Free forever for small teams and light usage. All plans include Quick Support, free mobile apps, and AI robots.

Up to 5 users

Plan A$8/user/mo · billed annually

Price shown is per user/month billed yearly; other billing periods (1, 3, 6 months) are offered but rates not shown. All plans include Quick Support, free mobile apps, and AI robots.

1–99 Users

Plan B$18/user/mo · billed annually

Price shown is per user/month billed yearly; other billing periods offered but rates not shown. All plans include Quick Support, free mobile apps, and AI robots.

1–250 Users

Plan X$28/user/mo · billed annually

Price shown is per user/month billed yearly; other billing periods offered but rates not shown. All plans include Quick Support, free mobile apps, and AI robots.

6+ Users