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Planfix Pricing, Features, Reviews and Comparisons

What is Planfix?

Planfix is a customizable business management system that suits any team's needs. Planfix includes project management, task management, CRM, Gantt charts, calendars, event chronicles in real time, analytics and reporting, a wide range of integrations, and much more.

Planfix Starting Price

$ 0/Up to 5 users

Planfix Awards

Planfix Award

Our Awards and Recognition

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Planfix Screenshots

Planfix Screenshot1

Key Features of Planfix

  • Asset Management
  • CRM
  • Customer Management
  • Customer Support
  • Document Management
  • Email Integration
  • Event Management
  • Expense Tracking
  • Financial Management
  • Inventory Management
  • Knowledge Management
  • Performance Management
  • Recruitment Management
  • Registration Management
  • Task Management
  • Time Tracking
  • Training Management
  • Appointment Management
  • Territory Management
  • Opportunity Management
  • Catalog Management
  • Lead Management
  • Contact Management
  • Data Security
  • Accounts Receivable
  • Estimating
  • Product configurator
  • Work order management
  • Customer DataBase
  • Data Imports/Exports
  • Employee Management
  • Equipment Management
  • Social Marketing
  • Call Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Application Integration
  • Social Media Integration
  • Collaboration Tools
  • Onboarding
  • Self Service Portal
  • Assignment Management
  • Customizable Branding
  • File Sharing
  • Timesheet Management
  • Employee Scheduling
  • Document Storage
  • Workflow Management
  • Compliance Management
  • Collaboration
  • Email Management
  • Accounting Integration
  • Forecasting
  • Multi-Currency
  • Multi-Location
  • Supplier Management
  • Budget Management
  • Gantt Charts
  • Idea Management
  • Percent-Complete Tracking
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Document Comparison
  • Email Tracking
  • Project Budgeting
  • Project Templates
  • Billing & Invoicing
  • Compensation Management
  • Goal Management
  • Goal Setting / Tracking
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Qualitative Analysis
  • Strategic Planning
  • Activity Tracking
  • Lead Capture
  • Lead Scoring
  • Pipeline Management
  • Campaign Management
  • Lead Segmentation
  • Prospecting Tools
  • Source Tracking
  • Order Management
  • Purchase Orders
  • Software Inventory
  • Procurement Management
  • Scheduling
  • Subscriber Management
  • Approval Process Control
  • Version Control
  • Automated Routing
  • Contract Management
  • Ticket Management
  • Issue Tracking
  • Problem Management
  • Requirements Review
  • Testing Management
  • Activity Dashboard
  • Calendar Management
  • Claims Management
  • Client Portal
  • Purchasing
  • Project Tracking
  • Time & Expense Tracking
  • Alerts/Notifications
  • Customizable Dashboard
  • Graphical Workflow Editor
  • Email Monitoring
  • Spend Control
  • Contact Database
  • Event Triggered Actions
  • Multi-Campaign
  • Backlog Management
  • Employee Alignment
  • Employee Guides
  • Invoice Processing
  • Requisitions & Approvals
  • Reporting
  • Supply Chain Management
  • Cost Tracking
  • Client Management
  • Image Library
  • Marketing Management
  • Shipment Tracking
  • Business Rules Management
  • Process Change Tracking
  • Mailing list management
  • Team Management
  • List Management
  • Configuration Management
  • Roadmapping
  • Product data management
  • Change Management
  • Item Management
  • Business Process Automation
  • Distribution Management
  • Commercial
  • Permit Management
  • Subcontractor Management
  • Push Notifications
  • Pricing Management
  • Maintenance Management
  • Employee Lifecycle Management
  • Feedback Collection
  • Multi-Channel Communication
  • Reorder Management
  • Data Analysis
  • Data Visualization
  • Profitability Analysis
  • Trend / Problem Indicators
  • Predictive Analytics
  • Progress Tracking
  • Event Triggered Email
  • Template Management
  • Mobile Access
  • Service History Tracking
  • For Sales
  • Project Accounting
  • Filtered Search
  • Group Management
  • Brainstorming
  • Chat / Messaging
  • Discussion Boards
  • Templates
  • Auto-Responders
  • Storage Management
  • Appointment Scheduling
  • Document Creation
  • Notes Management
  • Overtime Calculation
  • Approval Workflow
  • Completion Tracking
  • Access control
  • Third party integrations
  • Reporting & statistics
  • Due date tracking
  • Customizable invoices
  • Online payments
  • Project billing
  • Email Marketing
  • Customizable Templates
  • Sales pipeline management
  • Search
  • Data Source Connectors
  • Drag & Drop
  • Financial Reports
  • Shared Contacts
  • Self-Learning
  • Automated Scheduling
  • Group Scheduling
  • Recurring Appointments
  • Nonprofits
  • Equipment Tracking
  • Report Templates
  • Daily Reports
  • Customer Lifecycle Management
  • Usage Tracking / Analytics
  • Customer Portal
  • Prioritization
  • Employee Database
  • Reporting/Analytics
  • Employee Directory
  • Proactive Chat
  • Agile Methodologies
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Product Roadmapping
  • Supports Agile
  • Supports Scrum
  • Content Import / Export
  • Diagramming
  • Feature Management
  • Content Management
  • Tax Calculator
  • Segmentation
  • Process/Workflow Automation
  • Access Controls/Permissions
  • Deployment Management
  • Software Development
  • Scenario Planning
  • Rate Management
  • Real Time Synchronization
  • Complaint Management
  • Text Editor
  • Knowledge Base Management
  • IT Asset Management
  • Labor Projection
  • Purchase Order Management
  • HR Management
  • Import / Export Management
  • What-if Analysis
  • Calendar/Reminder System
  • Time Clock
  • Time & Attendance
  • Report Export
  • Scheduled / Automated Reports
  • Traditional Methodologies
  • Production Cost Tracking
  • Workflow Configuration
  • Compliance Tracking
  • Internal Chat Integration
  • Process Modeling & Designing
  • Multi-Company
  • Payment Collection in the Field
  • Account Management
  • To-Do List View
  • Document Control
  • Multi-Department / Project
  • Contract Lifecycle Management
  • Pre-built Templates
  • Vacation/Leave Tracking
  • Kanban Board
  • Multi-Language
  • Skills Assessments
  • Hourly Employee Tracking
  • Messaging
  • Document Archiving
  • Real Time Editing
  • Document Retention
  • Commenting / Notes
  • Document Check-in / Check-out
  • Version Comparison
  • Cataloging/Categorization
  • Email Archiving
  • Retention Management
  • Search/Filter
  • Brand Management
  • Marketing Calendar
  • Recurring Task Management
  • Activity / News Feed
  • Discussions / Forums
  • Categorization / Grouping
  • Contractor Database
  • Work Hour Tracking
  • Real-time Chat
  • Contact Import/Export
  • Issue Auditing
  • Recurring Issues
  • Automated Quoting
  • Ticket/Issue Tracking
  • Functions / Calculations
  • Interactive
  • KPIs
  • Private Dashboards
  • Themes
  • Visual Analytics
  • Issue Scheduling
  • Administrator Level Control
  • Iteration Planning
  • User Level Management
  • Telephony
  • Visual Workflow Management
  • Data Exchange
  • Data Storage
  • Application Portfolio Management
  • Gantt/Timeline View
  • Publish Scheduling
  • Collaboration Board
  • Release Planning
  • Sprint Planning
  • Creator Tracking
  • Idea Ranking
  • IT Budgeting
  • Task Board View
  • Multiple System Support
  • Secure Data Storage
  • Web Access / Restoration
  • Media Planning
  • Iteration Management
  • Google Analytics Integration
  • Spreadsheet View
  • Service Reporting
  • Request Management
  • Shared Inboxes
  • Build Log
  • KPI Monitoring
  • Multi-board
  • Project Scheduling
  • Rescheduling
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Most Preferred on SoftwareSuggest

Planfix Users

Business

  • Freelancers
  • StartUps
  • SMEs
  • Agencies
  • Enterprises

Available Support

  • Email
  • Phone
  • Live Support
  • Training
  • Tickets

Specifications

  • Deployment:

    Cloud Based

  • Payment:

    Yearly

  • Api
  • Customization
  • Mobile Support

Desktop Platforms

  • Web App
  • Windows
  • Mac

Mobile Platforms

Language Support

  • English

Top Software in Project Management Category

Planfix Pricing

FREE
$ 0
Up to 5 users
  • 1 GB Cloud storage, included
  • Tasks - unlimited
  • Task filters - 3
  • Projects - 10
  • Project filters - 3
  • Planners - 10
  • Contacts - 1000
  • Contact filters - 10
  • Customizable task statuses - 2
  • Processes - 1
  • Project templates - 2
  • Task templates - 2
  • Document templates - 2
  • Reports - 12
  • Workgroups - 1
Get Pricing
Plan A
$ 8
User/Month. Billed annually
  • 1 GB Cloud storage, per user
  • Tasks - unlimited
  • Task filters - 100
  • Projects - unlimited
  • Project filters - 100
  • Planners - 100
  • Contacts - 5000
  • Contact filters - 100
  • Customizable task statuses - 20
  • Processes - 5
  • Project templates - 25
  • Task templates - 250
  • Document templates - 20
  • Workspaces - 3
  • Reports - 25
  • Workgroups - 5
  • API - 20 000 req. / m.
Get Pricing
PLAN B
$ 18
User/Month. Billed annually
  • 2 GB Cloud storage, per user
  • Tasks - unlimited
  • Task filters - 250
  • Projects - unlimited
  • Project filters - 250
  • Planners - 200
  • Contacts - 30 000
  • Contact filters - 250
  • Customizable task statuses - 100
  • Processes - 50
  • Project templates - 100
  • Task templates - 1000
  • Document templates - 50
  • Workspaces - 20
  • Reports - 200
  • Workgroups - 20
  • API - 50 000 req. / m.
Get Pricing
PLAN X
$ 28
User/Month. Billed annually
  • 5 GB Cloud storage, per user
  • Tasks - unlimited
  • Task filters - 1000
  • Projects - unlimited
  • Project filters - 1000
  • Planners - unlimited
  • Contacts - 100 000
  • Contact filters - unlimited
  • Customizable task statuses - 500
  • Processes - 100
  • Project templates - 200
  • Task templates - 3500
  • Document templates - 500
  • Workspaces - 100
  • Reports - 500
  • Workgroups - 100
  • API - 100 000 req. / m.
Get Pricing
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Company Details

  • Company Name :

    Planfix Inc.

  • Headquarter :

    San Diego

  • Full Address :

    4445 Eastgate Mall, Suite 200, San Diego, California, 92121, USA

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Planfix Description

The Planfix platform offers a wide range of features for private businesses, nonprofits and public organizations. Manage tasks and projects, organize CRM, automate Marketing, Product, Sales & Logistics, Finance and HR teamwork all at once in a single project management tool. 

Planfix Features:

  • Project management
  • Task Management
  • Client Accounting
  • Online Gantt Chart
  • Planners
  • Email Integration
  • Events Chronicle in Real Time
  • User Reports
  • and much more.

Alternatives of Planfix

Planfix Videos

Integrations

GMail, Zapier

Overall Reviews

5.0/5

Based on 3 Reviews

Write a Review Or
Ask a question
Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4.3

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 0%

Likelihood to recommend

Out of 100%

Overall Feedback from Customers

Pros

"Flexibility! Everywhere and at all what Planfix give you the flexibility is increadible."

"Fantastic interface, usability for admin and and users. Very effective and responsible support team"

"everything can be done flexibly with just a few blocks. good opportunity for customization"

Cons

"I expect more features around integrations and marketplace, it looks like a best step to improove my processes. "

"It is always improving. I would be happy to see better report visualisation settings"

"The main view of task, I think, need to be revised. And there are some issues about tasks table view."

Planfix Reviews (3)

Stepan C.

CEO

Used the software for : 2+ years (Daily)

Company Size :11-50 employees

Verified By : Google

5.0

Feb 13, 2023

Greatest CRM and task-management I've ever used

I started work with Planfix in 2015. Year to year, I found many ways to improve the outcome of my team. At first, we began by adding real-time on projects and generating many documents by the projects-data (Contracts, Appendixes, Invoices, Acts, etc.). Then we improved work with workspaces for every team: developers, managers, CEO, accountant, assistants, etc. Every team got its interface and features for work. By the way, we can change everything without developers and do it in seconds when we find a place to improve something. And if I can't find a way to our goals - the best support I've ever seen helps us to solve the request. They broke my mind with support level! It's awesome! So I recommend Planfix for a team who is looking flexible and stable system to build their processes without developers and extra payments.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10
Latest

Pros

Flexibility! Everywhere and at all what Planfix give you the flexibility is increadible.

Cons

I expect more features around integrations and marketplace, it looks like a best step to improove my processes.

Any missing feature?

I can't imagine the missed features in Planfix, it's really strange and awesome!

What other products like Planfix have you used or evaluated?

Basecamp for 3 years, Asana for a year, Trello for some monthes.

???? ?.

Operational Director

Used the software for : 2+ years (Daily)

Company Size :11-50 employees

Verified By : Google

5.0

Feb 13, 2023

Great app for small lbusiness

Planfix is an adoptive tool for New and small businesses. Setup is very simple and intuitive; you can start setting it yourself or use some pre-set for your business process.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10
Latest

Pros

Fantastic interface, usability for admin and and users. Very effective and responsible support team

Cons

It is always improving. I would be happy to see better report visualisation settings

Any missing feature?

No

What other products like Planfix have you used or evaluated?

Workvia, monday

Alexander B.

Commercial Director

Used the software for : 1-2 years (Daily)

Company Size :51-200 employees

Verified By : Google

5.0

Feb 13, 2023

Perfect instrument for b2b IT-startups

I have been using Planfix since 2021 winter for Commercial Department and Marketing needs. It is a great opportunity to set up and run CRM processes without programming quickly. At the same time, everything can be done flexibly.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 2

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Planfix After Sales Service Rating

1 2 3 4 5 6 7 8 9 10
Latest

Pros

everything can be done flexibly with just a few blocks. good opportunity for customization

Cons

The main view of task, I think, need to be revised. And there are some issues about tasks table view.

Any missing feature?

It is enough for my tasks. There are some issues about tasks table view. I sent this info to support.

What other products like Planfix have you used or evaluated?

salesforce, bitrix24, sugarcrm, amocrm

Planfix FAQs

How much does Planfix cost?

The starting price of Planfix is $ 0/Up to 5 users. It has different pricing plans:

  1. FREE : $ 0/Up to 5 users
  2. Plan A : $ 8/User/Month. Billed annually
  3. PLAN B : $ 18/User/Month. Billed annually
  4. PLAN X : $ 28/User/Month. Billed annually

Planfix also provides a free trial to users.

What apps do Planfix integrate with?

Planfix integrates with various apps:

  • GMail
  • Zapier

What are the top 5 features for Planfix?

The top 5 features for Planfix are:

  • Asset Management
  • CRM
  • Customer Management
  • Customer Support
  • Document Management
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