Planfix is like a souped-up business process management system for folks who really know their stuff.
It's built to help you dive deeper and gives you more options than your run-of-the-mill project and task management systems. Even small businesses and non-profits can get in on the action.
Project management
Set up a hierarchy of objects with the desired structure, complexity, and nesting. Sorting and segmenting make it easy to work with the complex projects.
Checklists
Checklists are a Planfix tool that help teams reach their goals as efficiently as possible. You can simplify even the most complex tasks by breaking them out into checklist items.
Reports
Structure the data you've collected and analyze it using various parameters for grouping and displaying data in reports.
Planners
All tasks in Planfix can be displayed in one place, in the Planner. Task statuses and their corresponding colors make it easy to track how work is progressing.
Reminders
The flexible reminder settings help you attend every customer call or meeting and send agreements, letters, or birthday reminders at the right time. For example, add reminders to a task card to call or write a customer at a convenient time or remind colleagues of an upcoming event with a reminder attached to a comment.
Templates
Simplify company workflows and speed up work within teams by using templates for collective tasks and tasks for projects, contacts, documents, and even new employees. Templates are organized to save you and other project participants time.
Custom IT solutions for
streamlined operations
Our team is dedicated to understanding your unique needs and providing tailored solutions that enhance efficiency and promote growth. We aim to be your reliable partner in navigating the complexities of modern business.
Custom IT solutions for streamlined operations
Our team is dedicated to understanding your unique needs and providing tailored solutions that enhance efficiency and promote growth. We aim to be your reliable partner in navigating the complexities of modern business.