Business automation with Planfix
We will customize Planfix for the tasks of your business. Consulting, customization, implementation, integration.
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Our team has tried many specialized systems (CRM and ERP) to automate the business processes of our clients, but they all had their own limitations due to the fact that they were developed for a specific specificity or activity. Planfix is not limited only to project and task management, it is a constructor with which you can assemble a CRM and a production management system, manage the workload of employees and much more. And all this will work as a unified management system for your company.
business sectors
active companies
active users
We provide a free 1 hour consultation on how to implement Planfix into your business.
The further cost of any of our services for 1 standard hour is 40 EUR/USD
I contacted Dmitry for advice on loading the database from an Excel file and setting up project management. Dmitry explained in detail how to load the database correctly, so that contacts were adequately displayed, there were no empty lines and other nuances. Having voiced my wishes in advance, I entrusted Dmitry with customization of project management. He set up everything quickly and also made a video instruction, which is very convenient. I recommend Dmitry as an experienced integrator and a person with whom it is pleasant to work. Competence. Always answers quickly and to the point. https://bnaconsult.by/
PlanFix improvements on internal processes: contract management, incoming and outgoing correspondence management, issuer support process. We received fast, high-quality and well thought-out improvements and optimization of processes on the basis of PlanFix. Speed and quality. https://tokeon.ru/
Setting up CRM for a transport company, passenger transportation. Everything worked out, we configured import of passengers from csv file, flight calendar, generation of documentation (charter contract, purchase order), company cards, directories of transport and departure points and much more, there is still a lot to do, we continue to work. Punctuality, compliance with agreements on time and cost.
Initially, we approached our partner with a request to customize the account to meet the company's needs. We needed to transfer document registers to PlanFix and organize the work of the sales module in conjunction with our document flow. We managed to accomplish all the tasks. We are very satisfied with the work of our partner! We are also very pleased with the prompt technical support of this partner, for which we are very grateful! Prompt response to requests and 100% closure of arising issues. http://apollonsk.ru/
We applied with the task to configure PlanFix for the tasks of the gas equipment service center + warehouse accounting. All tasks were completed by Dmitry's team with high quality and in a short time. Maximum immersion in the processes, round-the-clock support, “adequacy” and detailed explanation of solution possibilities, tasks, reasonable cost compared to other companies.
Implemented a project management process in PlanFix. We customized PlanFix for the work of the team. Everything is quite fast and responsive, no unnecessary information, always in touch. https://kb-12.com/
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