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Planfix

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What is 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 system suitable for?

1-500

Support

How can you contact the supplier?

Free trial

Can I get a free trial?

Yes

No

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Planfix product features

CRM Software

API integration

Built-in reminders

Calendar and activity integration

Call directly from CRM (click-to-call)

Call lists

Contact/prospect management

Create documents & contracts

E-signature and contract management

Education

Email marketing module

Integrated and digitised sales processes

Lead generation via the web

Lead tracking

Pipeline management

Quote configurator/CPQ

Reporting and real-time sales forecasts

Sales dashboards and KPI tracking

Send newsletter from CRM

Social CRM (social media integration)

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Planfix appears in the following categories