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Average Ratings 1,714 Ratings

Total

ease

features

design

support

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Average Ratings 57 Ratings

Total

ease

features

design

support

Read all reviews

Description

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Description

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

API Access

Has API Yes

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

Brevo Yes

Dropbox Yes

Facebook Yes

Facebook Messenger Yes

Google Drive Yes

Instagram Yes

Mailchimp Yes

Microsoft 365 Yes

Microsoft Excel Yes

Microsoft OneDrive Yes

Show More Integrations

Explore All 301 Integrations

Integrations

Brevo Yes

Dropbox Yes

Facebook Yes

Facebook Messenger Yes

Google Drive Yes

Instagram Yes

Mailchimp Yes

Microsoft 365 Yes

Microsoft Excel Yes

Microsoft OneDrive Yes

Show More Integrations

Explore All 44 Integrations

Pricing Details

$25.00/month/user

Get one app free, forever! Or every app for one low price.

Free Trial Yes

Free Version No

Pricing Details

$0 per user per month

FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)

Free Trial Yes

Free Version Yes

Deployment

Web-Based Yes

On-Premises No

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook No

Deployment

Web-Based Yes

On-Premises No

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook No

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person Yes

Types of Training

Training Docs Yes

Webinars No

Live Training (Online) No

In Person No

Vendor Details

Company Name

Odoo

Founded

2005

Country

Belgium

Website

www.odoo.com

Vendor Details

Company Name

Planfix

Founded

2019

Country

United States

Website

planfix.com

Product Features

Accounting

Accounts Payable Yes

Accounts Receivable Yes

Bank Reconciliation Yes

Billing & Invoicing Yes

CPA Firms Yes

Cash Management Yes

Cryptocurrency Support No

Expense Tracking Yes

Fixed Asset Management Yes

Fund Accounting Yes

General Ledger Yes

Government Yes

Multi-Currency Yes

Nonprofits Yes

Payroll Management Yes

Project Accounting Yes

Purchase Orders Yes

Tax Management Yes

Accounts Payable

Approval Process Control Yes

Bank Reconciliation Yes

Cash Management Yes

Check Writing Yes

Duplicate Payment Alert Yes

Fraud Detection No

General Ledger Entry Yes

Vendor Management Yes

Agile Project Management Tools

Backlog Management Yes

Feedback Management Yes

Gantt/Timeline View Yes

Kanban Board Yes

Prioritization Yes

Request Management Yes

Resource Management Yes

Retrospectives Management Yes

Status Tracking Yes

Supports Scrum Yes

Team Management Yes

Template Management Yes

Workflow Management Yes

AI ERP

AI-Powered Supply Chain Management

Appointment Scheduling

Appointment Reminders Yes

Automated Scheduling Yes

Calendar Sync Yes

Client Database Yes

Group Scheduling Yes

Mobile Access Yes

Multi-Location Yes

Online Booking Yes

Online Payments Yes

Recurring Appointments Yes

Room Booking Management No

Automotive ERP

Batch Tracking

Billing and Invoicing

Billing Portal Yes

Contact Database Yes

Contingency Billing Yes

Customer Portal Yes

Customizable Invoices Yes

Dunning Management Yes

Hourly Billing Yes

Invoice History Yes

Mobile Payments Yes

Multi-Currency Yes

Online Invoicing Yes

Online Payments Yes

Payment Processing Yes

Project Billing Yes

Recurring/Subscription Billing Yes

Service Ticket Billing Yes

Tax Calculator Yes

Blog

Analytics Yes

Collaborative Writing Yes

Comment Moderation Yes

File Sharing Yes

Group Posting Yes

Monetization Tools Yes

Post Management Yes

Search Yes

WYSIWYG Rich Text Editing No

Business Management

Billing & Invoicing Yes

CRM Yes

Employee Management Yes

Financial Management Yes

Inventory Management Yes

Marketing Management Yes

Order Management Yes

Point of Sale (POS) Yes

Project Management Yes

Purchasing Yes

Scheduling Yes

Time & Expense Tracking Yes

Training Management Yes

Vendor Management Yes

Content Management

Audio Content Yes

Customizable Templates Yes

Document Indexing Yes

E-forms Yes

Full Text Search Yes

Image Editor Yes

SEO Management Yes

Text Editor Yes

Version Control Yes

Video Content Yes

Website Management Yes

Contract Management

Buy Side (Suppliers) Yes

Completion Tracking Yes

Compliance Tracking Yes

Contract Lifecycle Management Yes

Electronic Signature Yes

Full Text Search Yes

Government Contracts Yes

Pre-built Templates Yes

Sell Side (Customers) Yes

Specialty Contracts Yes

Version Control Yes

Workflow Management Yes

CPQ

2D Drawing No

3D Modeling No

Approval Workflow Yes

Guided Selling Yes

Product Configurator Yes

Proposal Generation Yes

Quotes / Estimates Yes

Renewal Management Yes

Self Service Portal Yes

eCommerce Yes

CRM

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management Yes

Digital Signature

Audit Trail Yes

Authentication Yes

Auto Reminders Yes

Customizable Templates Yes

Document Analytics Yes

Mobile Signature Yes

Multi-Party Signing Yes

Progress Tracking Yes

Task Progress Tracking Yes

Discrete ERP

Distribution Accounting

Document Management

Access Controls Yes

Archiving & Retention Yes

Collaboration Tools Yes

Compliance Tracking Yes

Document Archiving Yes

Document Assembly Yes

Document Capture No

Document Conversion Yes

Document Delivery Yes

Document Indexing Yes

Document Retention Yes

Electronic Signature Yes

Email Management Yes

File Recovery Yes

File Type Conversion Yes

Forms Management Yes

Full Text Search Yes

Offline Access Yes

Optical Character Recognition Yes

Print Management Yes

Version Control Yes

eCommerce

CRM Yes

Catalog Management Yes

Channel Management Yes

Customer Accounts Yes

Data Security Yes

Email Marketing Yes

Inventory Management Yes

Kitting Yes

Loyalty Program Yes

Mobile Access Yes

Multi-Store Management Yes

Order Management Yes

Product Configurator Yes

Promotions Management Yes

Returns Management Yes

Reviews Management Yes

SEO Management Yes

Shopping Cart Yes

Templates Yes

eLearning Authoring Tools

Content Import / Export Yes

Course Publishing Yes

Gamification No

Instructor-Led Courses Yes

Interactive Content Yes

PowerPoint Conversion No

Self-Paced Courses Yes

Storyboarding No

Template Management Yes

Test / Quiz Creation Yes

Video Management Yes

Email Marketing

A/B Testing Yes

Artificial Intelligence No

Auto-Responders Yes

CAN SPAM Compliance Yes

Customer Surveys Yes

Drip Campaigns Yes

Dynamic Content Yes

Event Triggered Email Yes

Image Library Yes

Landing Pages/Web Forms Yes

Mailing List Management Yes

Mobile Optimized Emails Yes

Reporting/Analytics Yes

Subscriber Management Yes

Template Management Yes

WYSIWYG Email Editor Yes

Employee Referral

Equipment Maintenance

Customer Database Yes

Dispatch Management Yes

Equipment Tracking Yes

Inventory Control Yes

Job Management Yes

Maintenance Scheduling Yes

Warranty Tracking Yes

Work Order Management Yes

Equipment Rental

Asset Tracking Yes

Barcoding Yes

Billing and Invoicing Yes

Customer Management Yes

Inventory Management Yes

Maintenance Management Yes

Order Management Yes

Reservations Management Yes

Utilization Reporting Yes

ERP

Accounting Integration Yes

Accounting Management Yes

CRM Yes

Dashboard Yes

Distribution Management Yes

Enterprise Asset Management Yes

Financial Management Yes

HR Management Yes

Inventory Management Yes

Order Management Yes

Project Management Yes

Purchase Order Management Yes

Purchasing Yes

Reporting/Analytics Yes

Sales Management Yes

Supply Chain Management Yes

Warehouse Management Yes

Event Management

Attendee Management Yes

Badge Management No

Conferences / Conventions Yes

Exhibit / Vendor Management Yes

Gamification No

Room Block Management No

Social Media Promotion Yes

Sponsorship Management Yes

Surveys & Feedback Yes

Ticketing Yes

Volunteer Management Yes

Weddings / Parties Yes

Field Service Management

Billing & Invoicing Yes

Contact Database Yes

Contract Management Yes

Customer Database Yes

Dispatch Management Yes

Electronic Signature Yes

Inventory Management Yes

Mobile Access Yes

Payment Collection in the Field Yes

Quotes / Estimates Yes

Routing Yes

Scheduling Yes

Service History Tracking Yes

Time Clock Yes

Work Order Management Yes

Finance

Fleet Management

Dispatch Management Yes

Employee Management Yes

Fuel Management Yes

GPS Tracking Yes

Incident Reporting No

Inspection Management Yes

Inventory Management Yes

Maintenance Management Yes

Mileage Tracking Yes

Motor Pool Yes

Routing Yes

Tire Management No

VIN Lookup Yes

Work Order Management Yes

General Ledger

Healthcare ERP

Help Desk

Alerts / Escalation Yes

Automated Routing Yes

Community Forums Yes

Customizable Branding Yes

Document Storage Yes

Email Integration Yes

IT Asset Management Yes

Incident Management No

Interaction Tracking Yes

Knowledge Base Yes

Known Issue Management Yes

Live Chat Yes

Multi-Channel Communication Yes

Multiple Brands / Products Yes

Network Monitoring Yes

Real-time Chat Yes

Self Service Portal Yes

Service Level Agreement (SLA) Management Yes

Ticket Management Yes

Human Resources

360 Degree Feedback Yes

Applicant Tracking Yes

Attendance Management Yes

Benefits Management Yes

Career Development Planning Yes

Compensation Management Yes

Compliance Management Yes

Employee Database Yes

Employee Lifecycle Management Yes

Onboarding No

Payroll Management Yes

Performance Management Yes

Recruiting Management Yes

Self Service Portal No

Succession Planning Yes

Time & Attendance Management Yes

Time Off Management No

Timesheets Yes

Training Management Yes

Inventory Control

Allocation Yes

Barcoding Yes

Cost Tracking Yes

Forecasting Yes

Item Management Yes

Order Management Yes

Procurement Management Yes

Reorder Management Yes

SKU / UPC Codes Yes

Serial Number Tracking Yes

Supplier Management Yes

Inventory Management

Alerts/Notifications Yes

Barcoding / RFID Yes

Forecasting Yes

Inventory Optimization Yes

Kitting Yes

Manufacturing Inventory Management Yes

Mobile Access Yes

Multi-Channel Management Yes

Product Identification Yes

Reorder Management Yes

Reporting/Analytics Yes

Retail Inventory Management Yes

Supplier Management Yes

Warehouse Management Yes

Learning Management Systems (LMS)

Academic / Education Yes

Asynchronous Learning Yes

Blended Learning Yes

Built-In Course Authoring Yes

Corporate / Business Yes

Customizable No

Gamification Yes

Learner Portal Yes

Mobile Learning Yes

Open Source No

SCORM Compliance Yes

Synchronous Learning Yes

Video Conferencing Yes

eCommerce Yes

eLearning Companies Yes

Live Chat

Canned Responses Yes

Customizable Branding Yes

Geo Targeting Yes

Offline Form Yes

Proactive Chat Yes

Screen Sharing No

Third Party Integration Yes

Transfers / Routing No

Website Visitor Tracking Yes

Logistics

3PL No

Barcoding / RFID Yes

CRM Yes

Container Tracking Yes

Cross Docking Yes

Fleet Management Yes

Inventory Management Yes

Order Management Yes

Purchasing Yes

Scheduling Yes

Shipping Management Yes

Transportation Management Yes

Low-Code Development

AI-Assisted Development Yes

Business Process Automation Yes

Collaborative Development Yes

Data Aggregation and Publishing Yes

Deployment Management Yes

Drag & Drop Yes

Integrations Management Yes

Iteration Management Yes

Performance Monitoring Yes

Requirements Management Yes

Templates Yes

Visual Modeling Yes

Web / Mobile App Development Yes

Workflow Management Yes

Maintenance Management

Asset Tracking Yes

Billing & Invoicing Yes

Calibration Management Yes

Dispatch Management Yes

Inventory Control Yes

Inventory Management Yes

Key & Lock Management Yes

Mobile Access Yes

Planning Calendar Yes

Predictive Maintenance Yes

Preventive Maintenance Yes

Purchasing Yes

Scheduling Yes

Service History Tracking Yes

Technician Management Yes

Work Order Management Yes

Manufacturing

Accounting Integration Yes

ERP Yes

MES Yes

MRP Yes

Maintenance Management Yes

Purchase Order Management Yes

Quality Management Yes

Quotes/Estimates Yes

Reporting/Analytics Yes

Safety Management Yes

Shipping Management Yes

Manufacturing Execution

Document Management Yes

Forecasting Yes

Quality Control Yes

Quote Management Yes

Resource Management Yes

Supplier Management Yes

Supply Chain Management Yes

Traceability Yes

Manufacturing Inventory Management

Marketing Automation

A/B Testing Yes

Analytics / ROI Tracking Yes

Artificial Intelligence No

Content / Blogging Platform Yes

Customizable CTAs Yes

Drip Campaigns Yes

Dynamic Content Yes

Landing Pages / Web Forms Yes

Lead Scoring Yes

Sales Intelligence Yes

Search Marketing Yes

Segmentation Yes

Social Marketing Yes

Website Visitor Tracking Yes

Mobile App Development

Access Controls / Permissions Yes

Any App Development Language Yes

Collaboration Tools Yes

Compatibility Testing Yes

Data Modeling Yes

Debugging Yes

Drag and Drop Editor Yes

Enterprise Mobility (EMM/MAM) Yes

FaceID and TouchID Yes

For Consumer Apps Yes

For Enterprise Apps Yes

Integration Options Yes

Mobile App Security Yes

Multi-Factor Authentication (MFA) Yes

Multiple Apps from Same Base Yes

No Dependencies Yes

No-Code Yes

Reporting / Analytics Yes

Single Sign-On (SSO) Yes

Source Control Yes

Visual Editor Yes

MRP

Bills of Material Yes

Compliance Management Yes

Document Management Yes

Forecasting Yes

Formula Management Yes

Inventory Management Yes

Order Management Yes

Process Manufacturing Yes

Product Configurator Yes

Production Scheduling Yes

Quality Control Yes

Quality Management Yes

Quote Management Yes

Reporting/Analytics Yes

Resource Management Yes

Safety Management Yes

Supplier Management Yes

Supply Chain Management Yes

No-Code Development

AI-Assisted Development Yes

Business Process Automation Yes

Collaborative Development Yes

Data Aggregation and Publishing Yes

Deployment Management Yes

Drag & Drop Yes

Integrations Management Yes

Iteration Management Yes

Performance Monitoring Yes

Requirements Management Yes

Templates Yes

Visual Modeling Yes

Web / Mobile App Development Yes

Workflow Management Yes

Operations Management

Order Management

Back Order Management Yes

Catalog Management Yes

Inventory Management Yes

Order Entry Yes

Order Fulfillment Yes

Order Tracking Yes

Recurring Orders Yes

Returns Management Yes

Shipping Management Yes

Special Order Management Yes

Performance Management

360 Degree Feedback Yes

Compensation Management Yes

Custom Rating Scales Yes

Customizable Templates Yes

Individual Development Plans Yes

On-going Performance Tracking Yes

Peer Appraisals Yes

Review Cycle Tracking Yes

Self Service Portal Yes

Self-Appraisals Yes

Skills Assessments Yes

Weighted Performance Measures Yes

Point of Sale

Barcode Scanning Yes

Commission Management Yes

Cryptocurrency Support No

Customer Account Profiles Yes

Discount Management Yes

Electronic Signature Yes

Gift Card Management Yes

Loyalty Program Yes

Multi-Location Yes

Restaurant POS Yes

Retail POS Yes

Returns Management Yes

eCommerce Integration Yes

Preventive Maintenance

Condition Monitoring Yes

Inspection Management Yes

Maintenance Scheduling Yes

Mobile Access Yes

Predictive Maintenance Yes

Purchasing Yes

Reminders Yes

To-Do List Yes

Vendor Management Yes

Work Order Management Yes

Procurement

Asset Management Yes

Auction Management Yes

Bid Management Yes

Budget Management Yes

Catalog Management Yes

Contract Management Yes

Inventory Management Yes

Invoice Processing Yes

PunchOut Yes

Purchase Order Management Yes

Receiving Yes

Requisitions & Approvals No

Sourcing Management Yes

Spend Management Yes

Supplier Management Yes

Product Lifecycle Management

Change Management Yes

Compliance Management Yes

Cost Tracking Yes

Design Management Yes

Document Management Yes

Product Data Management Yes

Project Management Yes

Requirements Management Yes

Supplier Management Yes

Project Management

Agile Methodologies Yes

Budget Management Yes

Client Portal No

Collaboration Tools Yes

Cost-to-Completion Tracking Yes

Customizable Templates Yes

Gantt Charts Yes

Idea Management Yes

Kanban Board Yes

Milestone Tracking Yes

Portfolio Management No

Resource Management Yes

Time & Expense Tracking Yes

Traditional Methodologies Yes

Project Planning

Agile Methodologies Yes

Budget Management Yes

Collaboration Tools Yes

Due Date Tracking Yes

Gantt Charts Yes

Kanban Board Yes

Prioritization Yes

Progress Tracking Yes

Resource Management Yes

Task Management Yes

Template Management Yes

Traditional Methodologies Yes

Project Tracking

Collaboration Tools Yes

Cost-to-Completion Tracking Yes

Gantt Charts Yes

Kanban Board Yes

Milestone Tracking Yes

Percent-Complete Tracking Yes

Prioritization Yes

Status Tracking Yes

Time & Expense Tracking Yes

Quality Management

Audit Management Yes

Complaint Management Yes

Compliance Management Yes

Corrective and Preventive Actions (CAPA) Yes

Defect Tracking Yes

Document Control Yes

Equipment Management Yes

ISO Standards Management Yes

Maintenance Management Yes

Risk Management Yes

Supplier Quality Control Yes

Training Management Yes

Quoting

Automated Quoting Yes

Catalog Management Yes

Client Portal Yes

Contact Management Yes

Customer Accounts Yes

Customizable Branding Yes

Discount Management Yes

Forms Creation Yes

Pricing Management Yes

Product Configurator Yes

Proposal Management Yes

Recruiting

Assessments Yes

Background Screening Yes

CRM Yes

Interaction Tracking Yes

Internal HR Yes

Interview Management Yes

Job Board Posting Yes

Job Requisition Yes

Onboarding Yes

Recruiting Firms No

Reference Checking Yes

Resume Parsing Yes

Self Service Portal Yes

Recurring Billing

Customer Portal Yes

Deferred Billing Yes

Discount Management Yes

Dunning Management Yes

Invoice History Yes

Multi-Currency Yes

Multi-Period Recurring Billing Yes

Payment Processing Yes

Recurring Donations Yes

Subscription Billing Yes

Rental

Auto / Boat Rental Yes

Contract Management Yes

Inspection Management Yes

Inventory Management Yes

Late Fee Calculation Yes

Maintenance Management Yes

Medical Equipment Rental Yes

Multi-Location Yes

Online Booking Yes

Rate Management Yes

Recurring Rentals Yes

Reservations Management Yes

Scheduling Yes

Short / Long Term Rental Yes

Restaurant POS

Delivery Management Yes

Gift Card Management Yes

Inventory Management Yes

Loyalty Program Yes

Mobile Access Yes

Online Ordering Yes

Order Management Yes

Reporting/Analytics Yes

Separate Checks Yes

Split Checks Yes

Table Management Yes

Tips Management Yes

Retail POS Systems

Barcode Scanning Yes

Commission Management Yes

Discount Management Yes

Gift Card Management Yes

Inventory Management Yes

Loyalty Program Support Yes

Pricing Management Yes

Returns Tracking Yes

Sales Tracking Yes

Touch Screen Yes

eCommerce Yes

School ERP

SMS Marketing

2-Way Messaging Yes

Artificial Intelligence No

Contact Management Yes

MMS Yes

Mass Texting Yes

Message Personalization Yes

Mobile Coupons Yes

Mobile Keywords Yes

Polls / Voting Yes

Reporting/Analytics Yes

Scheduled Messaging Yes

Shortcodes Yes

Text-to-Win Yes

Social Media Management

Automated Publishing Yes

Brand Tracking Yes

Content Management Yes

Customer Engagement Yes

Multi-Account Management Yes

Multi-User Collaboration Yes

Post Scheduling Yes

Reporting/Analytics Yes

Social Media Monitoring Yes

Social Media Marketing

Analytics Yes

Automated Publishing Yes

Contact Management Yes

Content Management Yes

Conversion Tracking Yes

Customer Targeting Yes

Keyword Filtering Yes

Multi-Account Management Yes

Post Scheduling Yes

Social Media Monitoring

Audience Segmentation Yes

Competitive Analysis Yes

Configurable Alerts Yes

Customer Engagement Yes

Dashboard Yes

Impact Scoring Yes

Influencer Tracking Yes

Reputation Management Yes

Sentiment Analysis Yes

Trend Tracking Yes

Subscription Management

Cancellation Management Yes

Discount / Coupon Management Yes

Dunning Management Yes

Enrollment Management Yes

Product Catalog Yes

Recurring Billing Yes

Revenue Recognition Yes

Revenue Recovery Tools Yes

Self Service Portal Yes

Subscription Plan Management Yes

Tax Management Yes

Trial Management Yes

Usage Tracking/Analytics Yes

Supply Chain Management

Demand Planning Yes

Electronic Data Interchange Yes

Import / Export Management Yes

Inventory Management Yes

Order Fulfillment Yes

Order Management Yes

Sales & Operations Planning Yes

Shipping Management Yes

Supplier Management Yes

Transportation Management Yes

Warehouse Management Yes

Survey

Custom Survey URLs Yes

Data Analysis Tools Yes

Email Marketing Yes

Mobile Survey Yes

Offline Response Collection Yes

Paper Survey Yes

Question Branching Yes

Question Library Yes

Site Intercept Survey Yes

Skip Logic Yes

Supports Audio / Images / Video Yes

Time Tracking

Automatic Time Capture Yes

Billable & Non-Billable Hours Yes

Billing & Invoicing Yes

Employee Database Yes

Expense Tracking Yes

Mobile Time Tracking Yes

Multiple Billing Rates Yes

Offline Time Tracking Yes

Online Time Tracking Yes

Overtime Calculation Yes

Time per Project Reporting Yes

Timesheet Management Yes

Vacation / Leave Tracking Yes

Warehouse Management

3PL Management No

Barcoding / RFID Yes

Category Customization Yes

Channel Management Yes

Demand Planning Yes

Inventory Management Yes

Location Control Yes

Order Management Yes

Purchasing Yes

Quality Control Yes

Receiving / Putaway Management Yes

Returns Management Yes

Shipping Management Yes

Website Builder

Auto Update Yes

Content Import / Export Yes

Drag & Drop Yes

Invoices Yes

Landing Pages / Web Forms Yes

Newsletter Management Yes

Online Booking Yes

Online Store Builder Yes

Pre-built Templates Yes

Real Time Editing Yes

SEO Yes

Survey Builder Yes

White Label No

Workflow Management

Access Controls/Permissions Yes

Approval Process Control Yes

Business Process Automation Yes

Calendar Management Yes

Compliance Tracking Yes

Configurable Workflow Yes

Customizable Dashboard Yes

Document Management Yes

Forms Management Yes

Graphical Workflow Editor Yes

Mobile Access Yes

No-Code Yes

Task Management Yes

Third Party Integrations Yes

Workflow Configuration Yes

Product Features

Agile Project Management Tools

Planfix facilitates Agile methodologies by offering customizable Planners that encompass Kanban, Scrum, and other frameworks. Teams are empowered to tailor their backlogs, sprints, and boards to fit their unique workflow, eliminating the need to conform to a restrictive tool setup. A single task can be visualized in various Planner formats for developers, managers, and other departments, ensuring that all members remain synchronized with a unified work source, without any redundancy. Users can effortlessly modify task attributes using drag-and-drop functionality, while features like Task Processes, automation, time tracking, Reports, and Task Chat seamlessly link Agile practices to the broader organizational landscape.

Backlog Management Yes

Feedback Management Yes

Gantt/Timeline View Yes

Kanban Board Yes

Prioritization Yes

Request Management Yes

Resource Management Yes

Retrospectives Management Yes

Status Tracking Yes

Supports Scrum Yes

Team Management Yes

Template Management Yes

Workflow Management Yes

Business Management

Planfix offers a unified management platform that allows various business teams to collaborate seamlessly instead of relying on disparate applications. The Marketing team can effectively manage campaigns, Sales and Logistics can handle customer requests through to fulfillment, HR can streamline employee-related tasks, Product teams can oversee development processes, and Help Desk and Operations can execute their specific workflows. Each team is equipped with a customized Workspace that aligns with its unique responsibilities, while still accessing shared company data. This integration facilitates smoother transitions between departments, reducing redundancy and minimizing contextual gaps as tasks progress from one team to the next.

Billing & Invoicing Yes

CRM Yes

Employee Management Yes

Financial Management Yes

Inventory Management Yes

Marketing Management Yes

Order Management Yes

Point of Sale (POS) No

Project Management Yes

Purchasing No

Scheduling Yes

Time & Expense Tracking Yes

Training Management Yes

Vendor Management Yes

Business Process Automation

Planfix offers a no-code solution for automating business processes using scripts, Task Processes, personalized statuses, buttons, templates, and rules based on events and conditions. The true advantage lies in the ability to streamline entire workflows rather than just individual tasks. Planfix can facilitate progress by generating tasks, modifying records, dispatching messages and reminders, creating documents, and coordinating activities across teams and departments. Since the automation integrates seamlessly with the existing tasks, Contacts, projects, and Objects that teams utilize daily, businesses can implement comprehensive end-to-end automation without needing to establish a separate automation layer. Additionally, Planfix AI enhances these workflows by analyzing data, extracting structured information, updating fields, and initiating subsequent actions.

Business Process Management

Planfix empowers organizations to design their business processes in accordance with their unique guidelines, eliminating the need for coding. Rather than imposing a set workflow on teams, it allows for the customization of Task Processes, statuses, scripts, buttons, and Custom Objects to accurately represent the genuine flow of sales, approvals, service requests, operations, or documentation within the organization. Automation ensures that routine tasks and transitions are managed uniformly, while employees can focus on areas that require discernment. The reporting features provide insights into the ongoing processes, enabling managers to pinpoint bottlenecks, delays, and workload distribution based on the data collected during actual operations.

Access Controls / Permissions Yes

Alerts / Notifications Yes

Business Process Automation Yes

Business Rules Management Yes

Collaboration Yes

Process Change Tracking Yes

Process Mapping Yes

Process Modeling & Design Yes

Visual Workflow Management Yes

Collaboration

Planfix integrates collaboration directly within the workflow. Conversations, documents, decisions, and reminders are all linked to specific tasks, eliminating the need for employees to sift through various chat applications and email chains to find agreements. With features like Comments and Task Chat, involving colleagues, clients, and contractors is straightforward, while maintaining control over what external users can access. Customers who reach out via email or messaging platforms still participate in the unified workflow. This approach ensures that teams maintain context, accountability, and task execution all in one central location, reducing the hassle of toggling between different communication and project management tools.

Brainstorming Yes

Calendar Management Yes

Chat / Messaging Yes

Contact Management Yes

Content Management Yes

Document Management Yes

Project Management Yes

Real Time Editing Yes

Task Management Yes

Version Control Yes

Video Conferencing No

Contact Management

Planfix Contacts serves as a unified hub for managing relationships with clients, suppliers, contractors, partners, and other external entities. With customizable fields, teams can tailor contact records to fit their specific workflows while ensuring that associated tasks, documents, and communications remain within easy reach. Regardless of whether a client initiates contact via email, WhatsApp, Telegram, social media, or another integrated platform, the manager can receive and respond to messages directly through Planfix, allowing the client to continue using their preferred communication method. This approach ensures that employees have access to comprehensive communication histories when necessary, minimizing the chances of losing requests across various inboxes and messaging platforms.

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing Yes

Group Management Yes

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts Yes

Social Media Integration Yes

CRM

Planfix is a cloud-driven CRM solution designed to align customer relationship management with the specific operational needs of a business. Its customizable fields and workflows empower teams to design sales pipelines that reflect their unique processes, all while maintaining a comprehensive record of customer interactions—from initial inquiries to finalized agreements and ongoing support. Communication from various platforms such as email, messaging apps, social networks, and more remains linked to each customer profile, eliminating the need for managers to piece together context from different sources. With the help of Planfix AI, teams can efficiently gather customer information, fill in gaps, categorize requests, and initiate follow-up tasks, significantly reducing the time spent on manual CRM tasks.

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management Yes

Digital Workplace

Planfix offers a customizable digital workspace that enables employees to oversee tasks, projects, communications, client interactions, documents, schedules, and organizational data all within a single platform. The workspaces are designed to cater to the specific needs of each department or role, allowing them to concentrate on the menus, planners, reports, and tools that are pertinent to their duties while still maintaining access to the overall company data. This setup simplifies the work environment for employees, ensuring that managers can maintain interconnected processes across various teams. Access controls determine what internal and external users can view, while automation and artificial intelligence streamline routine tasks as information flows throughout the organization.

Activity / News Feed Yes

Calendar Management Yes

Chat / Messaging Yes

Content Management Yes

Document Management Yes

Employee Directory Yes

File Sharing Yes

Knowledge Management Yes

Surveys & Feedback No

Task Management Yes

Employee Communication Tools

Planfix integrates employee communication directly with their tasks, avoiding the need for isolated chat threads. Features like Comments and Task Chat provide context for discussions, allowing team members to share files, tag each other, reference past messages, set reminders, and easily revisit the complete history of decisions without needing to piece together past interactions. The Chronicle feature consolidates messages and important events into a single feed, enabling employees to reply, accept assignments, or create reminders without the hassle of checking each task individually. This approach ensures that communication enhances productivity rather than adding an extra layer of information for employees to keep track of.

Activity / News Feed Yes

Audio / Video Conferencing No

Blogs No

Chat / Messaging Yes

Employee Directory Yes

Event Calendar Yes

File Sharing Yes

Knowledge Management Yes

Newsletter Management Yes

Surveys & Feedback No

Gantt Chart

Planfix Gantt charts offer a dynamic approach to viewing project timelines and their interconnections, moving away from traditional static planning visuals. Project managers can easily modify dates, dependencies, delays, overlaps, and milestones right on the chart, allowing them to instantly observe the impact of these adjustments on the overall project schedule. Baselines highlight any departures from the initial plan, and the system's multi-project functionality aids in managing team members whose tasks are distributed across various projects. As the chart is derived from real Planfix tasks, it ensures that planning is closely aligned with team assignments, deadlines, project frameworks, and actual performance metrics.

Alerts/Notifications Yes

Capacity Monitoring No

Color Coding No

Dependency Tracking Yes

Drag & Drop Yes

Milestone Tracking Yes

Progress Tracking Yes

Task Management Yes

Templates Yes

Idea Management

Planfix allows you to transform concepts into structured tasks while maintaining the dialogue that surrounds them. The Whiteboard feature provides teams with a visual environment to brainstorm ideas, link relevant themes, and reach a consensus on the next steps before diving into execution. Once an idea is sufficiently developed, it can seamlessly transition into a Planfix task, ensuring that the momentum is maintained. Teams can continue collaborating through Task Chat, share documents, designate responsibilities, establish timelines, and monitor advancements. This approach ensures that the journey from ideation to execution remains transparent, preventing valuable ideas from getting lost in presentation slides, notes, or disconnected brainstorming activities.

Activity Dashboard Yes

Brainstorming Yes

Collaboration Yes

Creator Tracking Yes

Idea Ranking Yes

Project Tracking Yes

Status Tracking Yes

IT Project Management

Planfix offers IT and development teams a customizable platform to oversee backlogs, sprints, tasks, requests, dependencies, and releases. It allows for varied organization of the same work tailored to the needs of developers, team leads, and managers, eliminating the need for duplicated tasks or disjointed boards. With adjustable Task Processes and scripts, manual routing and status updates are minimized, while Task Chat ensures that technical discussions, documents, and decisions are conveniently located alongside the relevant issues. Additionally, Planfix AI is capable of categorizing incoming requests and extracting organized information, enabling teams to transition more swiftly from a chaotic request to a task that is ready for action.

Bug Tracking Yes

Issue Management Yes

Milestone Tracking Yes

Percent-Complete Tracking Yes

Portfolio Management Yes

Prioritization Yes

Product Roadmapping Yes

Requirements Management Yes

Resource Management Yes

Status Tracking Yes

Supports Agile Yes

Supports Scrum Yes

Task Management Yes

Testing / QA Management Yes

Time & Expense Tracking Yes

Kanban

Planfix offers adaptable Kanban boards via its Planners feature, enabling teams to create lists based on various elements such as stages, statuses, assignees, priorities, projects, or any other criteria that mirror their actual workflow. When a card is moved, the related task value updates automatically, transforming the board into an integral part of the workflow instead of merely serving as a visual aid. Additionally, the same task can be displayed across multiple Planners without creating duplicates, allowing both employees and managers to manage collaborative efforts from various viewpoints while maintaining consistency regarding the core task and its history.

Collaboration Tools Yes

Dependency Tracking Yes

KPI Monitoring Yes

Milestone Tracking Yes

Multi-Board Yes

Prioritization Yes

Project Planning Yes

Roadmapping Yes

Supports Scrum Yes

Task Management Yes

Time Tracking Yes

Product Management

Planfix facilitates the entire product lifecycle, from initial concepts to development and launch. Utilizing tools such as whiteboards, roadmaps, backlogs, tasks, and Agile methodologies, it allows teams to integrate strategy with execution instead of relying on multiple separate platforms for each phase. As work progresses, all relevant discussions, requirements, documents, and decisions are maintained in one place, providing clarity to various stakeholders on the rationale behind the project and prior agreements. Customized workspaces cater to the specific needs of product, development, and other teams, while features like Data Tags and Reports enable assessments of time, expenses, revenue, and other vital product metrics.

Collaboration Yes

Feedback Collection Yes

Idea Management Yes

Milestone Tracking Yes

Prioritization Yes

Product Roadmapping Yes

Release Management Yes

Requirements Management Yes

Resource Management Yes

Workflow Management Yes

Productivity

Planfix integrates daily operations, communication, scheduling, and automation into a single platform, allowing employees to minimize time spent toggling between different applications and handling information manually. With features like Planners and Chronicle, individuals can concentrate on immediate tasks, while automated recurring tasks, templates, scripts, and reminders streamline repetitive actions. This approach provides managers with a better understanding of priorities and workloads, reducing the need for frequent status inquiries. Additionally, Planfix AI enhances productivity by condensing lengthy conversations, pulling key information from messages, categorizing requests, and assisting employees in quickly accessing pertinent company knowledge.

Collaboration Yes

Database Creation Yes

Document Creation Yes

File Sharing Yes

Notes Management Yes

Office Suite Yes

Presentation Tools No

Project Management Yes

Task Management Yes

Team Chat Yes

Professional Services Automation

Planfix streamlines the workflow for professional services teams by integrating client management, project execution, time tracking, documentation, and financial information into a single cohesive system. Team members can access the client context alongside the tasks at hand, facilitating a seamless transition from discussions to implementation while ensuring that agreements and project specifics remain intact. By tracking planned versus actual time, expenses, income, and various Data Tags, teams gain a comprehensive view of project performance beyond mere completion metrics. Additionally, the use of templates and automation helps normalize repetitive processes, approvals, documentation, and follow-ups, enabling teams to maintain a consistent service delivery as they expand their operations.

Billing & Invoicing Yes

CRM Yes

Client Portal Yes

Collaboration Tools Yes

Document Management Yes

Portfolio Management Yes

Project Management Yes

Proposal Generation Yes

Quote Management Yes

Resource Management Yes

Time & Expense Tracking Yes

Project Management

Planfix accommodates projects of varying scales and complexities through its customizable project frameworks, enabling task management, communication, planning, and reporting all within a single platform. Teams can seamlessly transition from overarching project strategies to daily operations without losing track of deadlines, interdependencies, discussions, documents, and accountability. The use of templates streamlines the setup process for ongoing projects, while Gantt charts and planners provide diverse perspectives for both managers and team members on the same tasks. With the integration of Data Tags and Reports, project activities are transformed into quantifiable insights regarding timelines, expenses, resources, and additional metrics, allowing managers to assess not just task completion, but the overall efficiency of progress as well.

Agile Methodologies Yes

Budget Management Yes

Client Portal Yes

Collaboration Tools Yes

Cost-to-Completion Tracking Yes

Customizable Templates Yes

Gantt Charts Yes

Idea Management Yes

Kanban Board Yes

Milestone Tracking Yes

Portfolio Management Yes

Resource Management Yes

Time & Expense Tracking Yes

Traditional Methodologies Yes

Project Planning

Planfix integrates various elements such as project organization, timelines, task dependencies, workload management, and execution metrics into a single planning platform. With Gantt charts, managers can visualize the impact of modifications in one task on the overall schedule, while features like milestones, dependencies, and baselines facilitate early identification of potential issues before they escalate into delivery challenges. The platform offers useful perspectives for daily operational coordination once the initial plan is established. Since both planning and execution leverage the same tasks within Planfix, team members engage with the most up-to-date plan instead of relying on a separate tool that may reflect outdated scheduling information.

Agile Methodologies Yes

Budget Management Yes

Collaboration Tools Yes

Due Date Tracking Yes

Gantt Charts Yes

Kanban Board Yes

Prioritization Yes

Progress Tracking Yes

Resource Management Yes

Task Management Yes

Template Management Yes

Traditional Methodologies Yes

Remote Work

Planfix enables remote teams to manage their workforce with the same level of precision as teams operating from a single location. By utilizing features such as departmental organization, workgroup assignments, role definitions, time zone adjustments, work schedules, and absence calendars, managers can easily visualize the structure of their distributed teams and identify availability. The Temporary Replacement feature ensures that essential tasks continue seamlessly in the absence of team members. Moreover, external clients and contractors can engage via Planfix, email, or other supported communication platforms while preserving the confidentiality of internal information. With a centralized repository for task history, user permissions, notifications, and reporting, remote teams can uphold clarity and accountability without the need for frequent meetings.

Collaboration Yes

Credential Management Yes

Electronic Signature No

Employee Monitoring Yes

Live Chat Yes

Meeting Management Yes

Project Management Yes

Remote Access Yes

Remote Support No

Screen Sharing No

Softphone No

Task Management Yes

Time Zone Tracking No

Video Chat No

Web Conferencing No

Scheduling

Planfix Planners integrate individual and team schedules seamlessly with ongoing tasks. Team members can easily view their responsibilities and deadlines, while supervisors can allocate tasks throughout the week, hours, and among team members without the need for an additional planning system. Recurring tasks streamline routine activities, and synchronized workload calendars facilitate better coordination among coworkers, preventing scheduling overlaps. Since the schedule is directly linked to the active tasks within Planfix, any adjustments in timing or assignments remain tied to the original work, eliminating the need for multiple versions of the plan.

Alerts/Notifications Yes

Appointment Scheduling Yes

Automated Scheduling Yes

Calendar Management Yes

Class Scheduling Yes

Employee Scheduling Yes

Facility Scheduling Yes

Group Scheduling Yes

Interview Scheduling Yes

Meeting Room Booking Yes

Multi-Location Yes

Online Scheduling Yes

Payment Processing Yes

Real-time Scheduling Yes

Reservations Yes

Resource Scheduling Yes

Room Booking Management Yes

Task Management

A Planfix task serves as more than just a simple to-do item; it acts as a comprehensive workspace that integrates execution with communication. Elements such as assignees, deadlines, checklists, files, custom fields, subtasks, and process data provide teams with a solid framework, while features like Comments and Task Chat capture the discussions and decisions that inform the work. This means that team members don’t have to switch between a task management tool and a messaging app to figure out their next steps. With functionalities like recurring tasks, Task Processes, Planners, reminders, automation, and the capabilities of Planfix AI, this model is versatile enough to handle everything from straightforward tasks to complex, multi-phase projects.

Collaboration Yes

Create Subtasks Yes

Gamification No

Gantt Charts Yes

Mobile Access Yes

Percent-Complete Tracking Yes

Progress Tracking Yes

Recurring Tasks Yes

Reporting/Analytics Yes

Spreadsheet View Yes

Task Board View Yes

Task Planning Yes

Task Scheduling Yes

Task Tracking Yes

Time Tracking Yes

To-Do List View Yes

Time Tracking

Planfix integrates time tracking seamlessly with the tasks and projects that employees are working on. This eliminates the need for a separate time collection system, allowing teams to log their actual hours using Data Tags, which are directly connected to the employee, task, project, and the nature of the activity performed. This connection enhances the relevance of planned versus actual analysis, providing managers with a more accurate understanding of resource allocation. Furthermore, the reports generated can leverage this same data for project evaluations, budget management, or calculating hourly wages, thus avoiding the tedious process of manually reconstructing information in spreadsheets.

Automatic Time Capture Yes

Billable & Non-Billable Hours Yes

Billing & Invoicing Yes

Employee Database Yes

Expense Tracking Yes

Mobile Time Tracking Yes

Multiple Billing Rates No

Offline Time Tracking Yes

Online Time Tracking Yes

Overtime Calculation Yes

Time per Project Reporting Yes

Timesheet Management Yes

Vacation / Leave Tracking Yes

Work Management

Planfix integrates everyday tasks with the overarching business framework. Rather than merely presenting a list of duties, tasks are enriched with customer details, documents, communications, timelines, project connections, and process information. This comprehensive context enables individuals to make informed decisions without having to navigate multiple systems. The platform offers Planners and Workspaces, allowing various teams to manage shared projects in alignment with their specific roles. Automation streamlines repetitive tasks and updates, while Chronicle highlights items that require focus, and Reports provide managers with an up-to-date overview of work progress across different teams.

Access Roles / Permissions Yes

CRM Yes

Calendar Management Yes

Collaboration Tools Yes

File Storage / File Sharing Yes

Kanban Yes

Messaging / Discussion Yes

Performance Metrics Yes

Project Management Yes

Reporting / Analytics Yes

Resource Management Yes

Strategic Planning Yes

Task Management Yes

Time Tracking Yes

Version Control Yes

Workflow Management Yes

Workflow Management

Planfix streamlines the flow of work among employees, teams, and various stages of a project. With customizable statuses and automated scripts, task handoffs become reliable: assignments can automatically go to the appropriate individual, timely reminders can be issued, and task information can evolve as progress is made. Different teams can view the same workflow in a way that is relevant to them, whether by stage, team member, priority, project, or any other criteria. Additionally, all communication, documents, historical data, and process information stay linked to the task, ensuring that the next person not only gets their assignment but also has the context required to seamlessly continue the work.

Access Controls/Permissions Yes

Approval Process Control Yes

Business Process Automation Yes

Calendar Management Yes

Compliance Tracking Yes

Configurable Workflow Yes

Customizable Dashboard Yes

Document Management Yes

Forms Management Yes

Graphical Workflow Editor Yes

Mobile Access Yes

No-Code Yes

Task Management Yes

Third Party Integrations Yes

Workflow Configuration Yes

Workforce Management

Planfix offers a comprehensive solution for businesses to streamline employee management and time tracking within a single platform designed for daily operations. With features such as departments, workgroups, job roles, scheduling, time zone adjustments, and leave calendars, managers gain a transparent perspective on staff availability and the allocation of duties. The Temporary Replacement feature ensures that tasks and notifications continue to progress even in the absence of a key team member, minimizing the chances of project delays. Additionally, customizable employee fields and access controls enable organizations to tailor employee information to fit their specific needs while maintaining a cohesive link between personnel data and ongoing work activities.

Budgeting & Forecasting Yes

Contractor Management Yes

Employee Lifecycle Management Yes

Labor Projection Yes

Performance Appraisal Yes

Recruiting Management Yes

Scheduling Yes

Skills Tracking Yes

Time & Attendance Yes

Variable Workforce Yes