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Planfix

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Planfix occurs in the following categories

Description of Planfix

Planfix is a flexible, cloud-based business tool that adapts to individual business processes. It combines CRM functions (leads, orders, communication) with project, task, reporting and API integration and enables sales, service and internal processes to be managed and automated centrally.

Who is Planfix suitable for?

Planfix is suitable for small to large companies that want to bundle their business processes such as sales, project work, support and internal workflows in a single, customisable system.

Company size

What size of company is this software suitable for?

1-500

Support

How can you contact the supplier?

Test period

Can I get a free trial?

Yes

No

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Planfix occurs in the following categories

Planfix product features

CRM System

API integration

Calendar integration & reminder

Call directly from CRM

Call lists

Contact/ prospect handling

Create documents & agreements

Dashboard - Sales overview

E-mail campaigns

e-signature

Education

Integrated sales processes

Lead generation via the web

Pipe management

Quote configurator/CPQ

Reminder

Sales forecasts & data

Send newsletter from CRM

Social media integration

Track leads

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