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Planfix description
Planfix is an all-in-one business management software suitable for mid-sized companies in any industry. It provides tools for project management, CRM, task management, communication, and workflow automation. Planfix stands out with its extensive customization options, allowing you to tailor the platform to your specific needs. It aims to improve team collaboration and efficiency by providing a centralized platform for managing various business processes. Planfix offers a free trial period for new users.
Who is Planfix best for
Planfix is a customizable business management solution for small to medium-sized businesses (SMBs) seeking to streamline their operations. It centralizes project management, CRM, task management, and communication tools within a single platform. A free trial is available for new users.
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Best for small to medium-sized businesses.
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Suitable for businesses across various industries.
Planfix features
| Supported Planfix supports workflow automation with scripts, buttons, and customizable tasks. |
| Supported Planfix allows storing, organizing, and managing documents related to jobs and clients. |
| Supported Planfix supports contact management, sales automation, and likely lead management. Marketing automation may be possible via customization. |
| Supported Planfix supports organizing, tracking, and managing tasks within projects. |
| Supported Planfix supports project planning and execution across all project phases. |
Planfix pricing
The commentary is based on 2 reviews from Planfix G2 reviews.
Planfix offers scalable pricing suitable for businesses of all sizes. While some consider the cost relatively high compared to other project management software, many appreciate the value provided for its features and automation capabilities.
See the Planfix pricing page.
Planfix alternatives
ClickUpBetter for teams of all sizes, with a wider industry application. Has more momentum in terms of website traffic and employee growth. Offers a free plan. Praised for customizability and collaboration features, but can be overwhelming for new users with occasional glitches.Read more
FlowluHas broader industry applicability and is growing faster. Provides invoicing, financial management, and a client portal. Praised for ease of use.Read more
HubSpot Sales HubBetter for sales teams in various industries seeking user-friendly CRM integration and automation. A Planfix alternative known for robust analytics. However, pricing can be a concern.Read more
Bitrix24Better for businesses needing built-in CRM and a free plan. Has broader industry applications and is growing faster. Some users find the pricing model and interface confusing. A Planfix competitor and alternative.Read more
SAP Business ByDesignBetter for financial management. Suited for companies in manufacturing, retail, and software industries. Popular and well-reviewed SAP alternative and competitor.Read more
PodioBetter for Healthcare, Finance, Manufacturing, Education, Real Estate, Media & Entertainment, or Non-profit. Has more momentum based on website traffic. Users praise the customizability and automation, but dislike the setup difficulty and limited reporting. A Planfix competitor and alternative.Read more
Planfix FAQ
What is Planfix and what does Planfix do?
Planfix is a customizable business management software for small to medium-sized businesses. It offers project management, CRM, task management, communication, and workflow automation tools, all within a single platform. Planfix helps streamline workflows and improve team collaboration.
How does Planfix integrate with other tools?
Planfix integrates with other tools through its open API and Zapier integration. This allows for connections with various apps, facilitating data synchronization and workflow automation with other platforms. It also supports direct integrations with popular services.
What the main competitors of Planfix?
Planfix competitors include ClickUp, Flowlu, Podio, Bitrix24, Scoro, and Bixpand.com. These alternatives offer similar project management, CRM, and collaboration features, catering to various business sizes and needs.
Is Planfix legit?
Yes, Planfix is a legitimate business management software. It's safe for small to medium-sized businesses seeking tools for project management, CRM, and workflow automation. A free trial is available for new users to explore Planfix.
How much does Planfix cost?
Planfix pricing is not publicly available. Contact Planfix directly for a customized quote based on your specific needs and team size. Is Planfix worth it? Consider requesting a demo to evaluate its features and determine if it's a good fit for your business.
Is Planfix customer service good?
Planfix customer support receives positive feedback, with users highlighting the team's responsiveness and helpfulness in resolving issues and providing guidance. Users mention quick response times and competent support, contributing to a positive overall experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.