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Project Management

Planfix

Planfix combines tasks, projects, client contacts, scheduling and reporting in a configurable business workspace. Teams can turn incoming communication into work, build approval processes and connect calendars or file services. A free plan is available, alongside a 14-day trial of paid capabilities. Storage, automation and integration availability should be checked against the selected plan.

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Planfix Overview

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Starting Price
Contact Vendor
Free Trial
Yes
Best For
Service teams that want client communication and configurable project workflows in one system.
Pricing Model
Freemium
Company Size
1–5, 6–20, 21–50, 51–200
Category
Project Management

Planfix Features

Task Management Gantt Crm Automation Reporting Dashboards

Industries

Consulting Marketing Agencies Professional Services

Planfix Pricing

Starting price: Contact Vendor

Pricing model: Freemium

Free trial: Yes

Planfix Integrations

Gmail Microsoft 365 Microsoft Word Microsoft Excel Google Forms Google Calendar Dropbox Google Drive Onedrive Zapier Make Api Instagram Facebook Mailchimp Sendgrid Twilio Vonage OpenAI

Planfix Pros & Cons

Pros

  • Connects client communication to actionable tasks
  • Extensive configurable workflow and data connections

Cons

  • Setup requires process design
  • Limits and advanced functionality vary by plan

Alternatives to Planfix

ViroTech Solutions Project Management
Savio Project Management
ONES.com Project Management

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