AUTOMATE BUSINESS PROCESSES
OF A COMPANY
OF A COMPANY
MAKING YOUR LIFE
EASIER
WITH
Management and operational activities
PlanFix offers a flexible and convenient toolkit for the manager's tasks, including
- Projects management online: timing control, staff workload, resource management, project discussions
- System which helps to avoid high workload and constant lack of time
- A personal chronicle of the events with up-to-date information on your tasks
- Personnel management, time management, and staff performance evaluation
- Plenty of analytics, filters, and reports for enterprise performance analysis
Customers. Employees. Document management
Tasks discussions within the team, correspondence with clients and partners, project documents, requests, and reports are stored in a single information system. PlanFix collects notifications on various channels, including instant messengers and social networks, e-mail, applications from the site.
The capabilities of the CRM-system allow you to store all information about customers, starting with the first contact, collect analytics, plan marketing activities and manage a sales process.
The organization of electronic document management with online access increases the productivity of the team and ensures order in cases and documents.
The capabilities of the CRM-system allow you to store all information about customers, starting with the first contact, collect analytics, plan marketing activities and manage a sales process.
The organization of electronic document management with online access increases the productivity of the team and ensures order in cases and documents.
Finance. Resources. Profit
The description, automation and further optimization of business processes enable employees of each department to focus on their main task, leaving a minimum of discussions and approvals. The tasks stuck because the lack of time, unanswered requests from clients and requests from colleagues from the neighboring department remain in the past. The results are: timely payments, increasing of the conversion at all stages of the sales funnel and increasing of the closed deals percentage.
WHO WE ARE
We do not sell programs — we display and optimize the processes of your business with PlanFix, the cloud-based platform for Creating Enterprise Management Systems. The result of our teamwork can be measured in terms of money: paying your satisfied customers and saving resources — time, finances, people on projects. The comfort of the teamwork, the drive to achieve goals, the loyalty of your employees are priceless.
We love what we do. We do what we love.
We love what we do. We do what we love.
WHO WE ARE
We do not sell programs — we display and optimize the processes of your business with PlanFix, the cloud-based platform for Creating Enterprise Management Systems. The result of our teamwork can be measured in terms of money: paying your satisfied customers and saving resources — time, finances, people on projects. The comfort of the teamwork, the drive to achieve goals, the loyalty of your employees are priceless.
We love what we do. We do what we love.
We love what we do. We do what we love.
We perform an audit and describe the existing processes of the company
We automate and optimize the company’s processes to achieve business goals
We advise on modeling of business processes and operational management
We train the company’s employees to work with the PlanFix platform
We implement and configure PlanFix for the customer’s tasks
We provide technical support and customer support services
WHY THE PLANFIX
WHY
THE PLANFIX
THE PLANFIX
In PlanFix, you can plan your day, launch projects and assign tasks to employees, maintain a database of contacts and communicate with customers, organize document flow of the company and record finance, collect analytics for projects and much more. In addition to the well-thought-out functionality, PlanFix has a number of advantages over other platforms on the market.
PlanFix is a platform to create a system of enterprise management.
HOW WE WORK
Application
You send a request, describe the goals of the system implementation.
Solution search
Together we approve the concept, work plan, timing, stages and the cost of the project
Implementation
We describe and optimize the processes, prepare the launch and the platform configuration
Accompanying
We provide technical support, consulting and employees training
WE OFFER
WE OFFER
PACKAGE
299$
POSITIVE START
Ideal for individual or team work for up to five people. All the basic features: task management and planning, creating a customer base and convenient communication with the client, understandable reports and monitoring of key indicators.
MORE
Registration of new PlanFix account:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Import contact database in PlanFix:
Deploying 1 basic configuration:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Import contact database in PlanFix:
Deploying 1 basic configuration:
registration for a free domain name
inviting up to 5 employees to your account
entry into the structure of the company and the selection of a manager
import contacts from a table view (xlsx, csv)
deploying 1 basic configuration and configure for needs
inviting up to 5 employees to your account
entry into the structure of the company and the selection of a manager
import contacts from a table view (xlsx, csv)
deploying 1 basic configuration and configure for needs
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
GENERAL SETTINGS
Requests by e-mail
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with instant messengers
Creating and configuring up to 2 planners (dashboards)
Reporting
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with instant messengers
Creating and configuring up to 2 planners (dashboards)
Reporting
integration with the site or mail via email channel
connect and configuration up to 2 virtual mailboxes
integration with one social network to choose from (Facebook, Instagram, Vk)
integration with one messenger to choose from (Telegram, WhatsApp, Viber, Skype)
setting up and monitoring key strategic indicators within the planners
create and configure up to 2 additional reports on the required criteria
* Integration through third-party paid service
connect and configuration up to 2 virtual mailboxes
integration with one social network to choose from (Facebook, Instagram, Vk)
integration with one messenger to choose from (Telegram, WhatsApp, Viber, Skype)
setting up and monitoring key strategic indicators within the planners
create and configure up to 2 additional reports on the required criteria
* Integration through third-party paid service
Registration of new PlanFix account
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Import contact database in PlanFix
Deploying 1 basic configuration
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Import contact database in PlanFix
Deploying 1 basic configuration
Requests by e-mail:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with instant messengers:
Creating and configuring up to 2 planners (dashboards):
Reporting:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with instant messengers:
Creating and configuring up to 2 planners (dashboards):
Reporting:
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
PACKAGE
499$
ONLINE STORE
Automate receiving orders from the Instagram / online shop or other social networks. Thanks to this, you will process orders as quickly as you would like, at the same time increasing sales efficiency at each stage. All orders from all social networks and instant messengers are collected in one working field. Customizable online dashboards with displaying orders by status. Convenient for individual or teamwork.
MORE
Registration of new PlanFix account:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Import contact database in PlanFix:
Deploying 1 basic configuration of attendance records:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Import contact database in PlanFix:
Deploying 1 basic configuration of attendance records:
registration for a free domain name
inviting up to 5 employees to your account
entry into the structure of the company and the selection of a manager
import contacts from a table view (xlsx, csv), automatic segmentation of customer database by source or other criteria
deploying 1 basic configuration of attendance records
inviting up to 5 employees to your account
entry into the structure of the company and the selection of a manager
import contacts from a table view (xlsx, csv), automatic segmentation of customer database by source or other criteria
deploying 1 basic configuration of attendance records
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
GENERAL SETTINGS
integration with webpage or mail via email channel
connect and configuration up to 3 virtual mailboxes
Facebook, Instagram, Vkontakte
Telegram, WhatsApp, Viber, Skype (assistance with creating chat bots)
integration with live chat on your webpage. Get messages from the live chat as tasks for managers
incoming and outgoing phone calls, call recording and more*
current orders/customer comments visualization in a single space with sales funnel view, communication history, an order of orders, urgency orders or orders with the need for a manager's reaction and much more
the easy-to-use environment for work with general comments, comments from potential customers or real orders
shift work of managers and the organization of a seamless customer service process
connect and configuration up to 3 virtual mailboxes
Facebook, Instagram, Vkontakte
Telegram, WhatsApp, Viber, Skype (assistance with creating chat bots)
integration with live chat on your webpage. Get messages from the live chat as tasks for managers
incoming and outgoing phone calls, call recording and more*
current orders/customer comments visualization in a single space with sales funnel view, communication history, an order of orders, urgency orders or orders with the need for a manager's reaction and much more
the easy-to-use environment for work with general comments, comments from potential customers or real orders
shift work of managers and the organization of a seamless customer service process
ANALYTICS AND REPORTING
Analytics and accounting for ordering and payment processes:
Statuses (stages) of each order (deal) and interactive sales funnel in real time:
Reporting:
Statuses (stages) of each order (deal) and interactive sales funnel in real time:
Reporting:
creating the entity of a customer order (product/service with attributes) and accounting of payments process (full or partial) with subsequent analytics
order (deal) statuses, a unique way that orders go exactly in your store, from the first contact with the customer to a customer satisfaction request
monitoring the productivity of each manager separately, reporting on any criteria of work in any context
* Integration through third-party paid service
order (deal) statuses, a unique way that orders go exactly in your store, from the first contact with the customer to a customer satisfaction request
monitoring the productivity of each manager separately, reporting on any criteria of work in any context
* Integration through third-party paid service
Integration with company webpage via email:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with instant messengers:
Integration with live chat on your webpage:
Integration of external IP telephony into a PlanFix account:
Creating and configuring up to 3 planners (dashboards):
The ability to work separately with comments on social networks and customer orders:
Shift work managers:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with instant messengers:
Integration with live chat on your webpage:
Integration of external IP telephony into a PlanFix account:
Creating and configuring up to 3 planners (dashboards):
The ability to work separately with comments on social networks and customer orders:
Shift work managers:
* Integration through third-party paid service
Registration of new PlanFix account
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Import contact database in PlanFix
Deploying 1 basic configuration of attendance
records
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Import contact database in PlanFix
Deploying 1 basic configuration of attendance
records
Integration with company webpage via email
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with instant messengers
Integration with live chat on your webpage
Integration of external IP telephony into a PlanFix account*
Creating and configuring up to 3 planners (dashboards)
The ability to work separately with comments on social networks and customer orders
Shift work managers
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with instant messengers
Integration with live chat on your webpage
Integration of external IP telephony into a PlanFix account*
Creating and configuring up to 3 planners (dashboards)
The ability to work separately with comments on social networks and customer orders
Shift work managers
OMNICANNALITY OF INCOMING REQUESTS
CONTROL OF COMMUNICATION WITH CLIENTS
CONTROL OF COMMUNICATION WITH CLIENTS
Analytics and accounting for ordering and payment processes
Statuses (stages) of each order (deal) and interactive sales funnel in real time
Reporting
Statuses (stages) of each order (deal) and interactive sales funnel in real time
Reporting
PACKAGE
699$
TEAM
Comfortable work for a team of up to ten people. All basic features are available, as well as the ability to integrate external IP telephony and connect all social networks and instant messengers. More online dashboards and reports for business management.
MORE
Registration of new PlanFix account
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Optimization of employee/contact/company card
Import contact database in PlanFix
Configuring typical task/contact filters
Deploying up to 3 basic configurations
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Optimization of employee/contact/company card
Import contact database in PlanFix
Configuring typical task/contact filters
Deploying up to 3 basic configurations
registration for a free domain name
inviting up to 10 employees to your account
entry into the structure of the company and the selection of a manager
customization fields according to needs
import contacts from a table view (xlsx, csv)
typical data mapping
deploying up to 3 basic configurations and configure for needs
inviting up to 10 employees to your account
entry into the structure of the company and the selection of a manager
customization fields according to needs
import contacts from a table view (xlsx, csv)
typical data mapping
deploying up to 3 basic configurations and configure for needs
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
GENERAL SETTINGS
Integration of external IP telephony into a PlanFix account
Requests by e-mail
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with mass mailing services
Integration with instant messengers
Creating and configuring up to 3 planners (dashboards)
Reporting
Requests by e-mail
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with mass mailing services
Integration with instant messengers
Creating and configuring up to 3 planners (dashboards)
Reporting
incoming and outgoing phone calls, call recording and more*
integration with the site or mail via email channel
connect and configuration up to 5 virtual mailboxes
Facebook, Instagram, Vk
MailChimp, UniSender, MailerLite and more*
Telegram, WhatsApp, Viber, Skype (without creating chat bots)
setting up and monitoring key strategic indicators within the planners
create and configure up to 3 additional reports on the required criteria
* Integration through third-party paid service
integration with the site or mail via email channel
connect and configuration up to 5 virtual mailboxes
Facebook, Instagram, Vk
MailChimp, UniSender, MailerLite and more*
Telegram, WhatsApp, Viber, Skype (without creating chat bots)
setting up and monitoring key strategic indicators within the planners
create and configure up to 3 additional reports on the required criteria
* Integration through third-party paid service
Registration of new PlanFix account:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Optimization of employee/contact/company card:
Import contact database in PlanFix:
Configuring typical task/contact filters:
Deploying up to 3 basic configurations:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Optimization of employee/contact/company card:
Import contact database in PlanFix:
Configuring typical task/contact filters:
Deploying up to 3 basic configurations:
Integration of external IP telephony into a PlanFix account:
Requests by e-mail:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with mass mailing services:
Integration with instant messengers:
Creating and configuring up to 3 planners (dashboards):
Reporting
Requests by e-mail:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with mass mailing services:
Integration with instant messengers:
Creating and configuring up to 3 planners (dashboards):
Reporting
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
PACKAGE
999$
COMPANY
* Integration through third-party paid service
** Deploying up to 3 custom configurations
** Deploying up to 3 custom configurations
A powerful process and project management system for a large company. All the capabilities of the "Team" package and customization of the automation of the company's key processes, which will save you tons of time.
MORE
Registration of new PlanFix account:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Optimization of employee/contact/company card:
Import contact database in PlanFix:
Configuring typical task/contact filters:
Inviting employees to PlanFix:
Configuring employees accounts in PlanFix:
Optimization of employee/contact/company card:
Import contact database in PlanFix:
Configuring typical task/contact filters:
registration for a free domain name
inviting up to 30 employees to your account
entry into the structure of the company and the selection of a manager
customization fields according to needs
import contacts from a table view (xlsx, csv)
typical data mapping
inviting up to 30 employees to your account
entry into the structure of the company and the selection of a manager
customization fields according to needs
import contacts from a table view (xlsx, csv)
typical data mapping
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
GENERAL SETTINGS
Integration of external IP telephony into a PlanFix account
Requests by e-mail
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with mass mailing services
Integration with instant messengers
Creating and configuring up to 10 planners (dashboards)
Reporting
Requests by e-mail
Optimizing the flow of e-mail communication
Integration with company pages in social networks
Integration with mass mailing services
Integration with instant messengers
Creating and configuring up to 10 planners (dashboards)
Reporting
incoming and outgoing phone calls, call recording and more*
integration with the site or mail via email channel
connect and configuration up to 5 virtual mailboxes
Facebook, Instagram, Vk
MailChimp, UniSender, MailerLite and more*
Telegram, WhatsApp, Viber, Skype (assistance with creating chat bots)
setting up and monitoring key strategic indicators within the planners
create and configure up to 10 additional reports on the required criteria
integration with the site or mail via email channel
connect and configuration up to 5 virtual mailboxes
Facebook, Instagram, Vk
MailChimp, UniSender, MailerLite and more*
Telegram, WhatsApp, Viber, Skype (assistance with creating chat bots)
setting up and monitoring key strategic indicators within the planners
create and configure up to 10 additional reports on the required criteria
AUTOMATION
Integration of up to 5 Google Forms:
Creating documents by templates (docx, xlsx):
Sending e-mail from corporate addresses:
Deploying up to 5 basic configurations:
The process of approving of procurement of goods of the company**:
The recruitment process**:
The onboarding process**:
The feedback process**:
The employee's Birthday process**:
The Absence Process for employees**:
The INBOX**:
The process of accounting for financial transactions**:
Creating documents by templates (docx, xlsx):
Sending e-mail from corporate addresses:
Deploying up to 5 basic configurations:
The process of approving of procurement of goods of the company**:
The recruitment process**:
The onboarding process**:
The feedback process**:
The employee's Birthday process**:
The Absence Process for employees**:
The INBOX**:
The process of accounting for financial transactions**:
integration and automatic recognition of data from Google Forms
integration and configuration of up to 10 document templates
sending e-mail from corporate addresses and signatures in letters
deploying up to 5 basic configurations and configure for needs
internal approval of procurement for operating activities
maintenance of the recruitment process from the scratch
accompanying "newcomers" from the first day to the end of the probation period
the process of regular feedback sessions with employees in the company
the process of maintaining the holidays inside the company
the process of accounting the absence inside the company
the process of working with Inbox (Incoming) mail, preventing the "dump"
the process of working with the company's finances
* Integration through third-party paid service
** Deploying up to 3 custom configurations
integration and configuration of up to 10 document templates
sending e-mail from corporate addresses and signatures in letters
deploying up to 5 basic configurations and configure for needs
internal approval of procurement for operating activities
maintenance of the recruitment process from the scratch
accompanying "newcomers" from the first day to the end of the probation period
the process of regular feedback sessions with employees in the company
the process of maintaining the holidays inside the company
the process of accounting the absence inside the company
the process of working with Inbox (Incoming) mail, preventing the "dump"
the process of working with the company's finances
* Integration through third-party paid service
** Deploying up to 3 custom configurations
Registration of new PlanFix account
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Optimization of employee/contact/company card
Import contact database in PlanFix
Configuring typical task/contact filters
Inviting employees to PlanFix
Configuring employees accounts in PlanFix
Optimization of employee/contact/company card
Import contact database in PlanFix
Configuring typical task/contact filters
Integration of up to 5 Google Forms
Creating documents by templates (docx, xlsx)
Sending e-mail from corporate addresses
Deploying up to 5 basic configurations
The process of approving of procurement of goods of the company**
The recruitment process**
The onboarding process**
The feedback process**
The employee's Birthday process**
The Absence Process for employees**
The INBOX**
The process of accounting for financial transactions**
Creating documents by templates (docx, xlsx)
Sending e-mail from corporate addresses
Deploying up to 5 basic configurations
The process of approving of procurement of goods of the company**
The recruitment process**
The onboarding process**
The feedback process**
The employee's Birthday process**
The Absence Process for employees**
The INBOX**
The process of accounting for financial transactions**
Integration of external IP telephony into a PlanFix account:
Requests by e-mail:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with mass mailing services:
Integration with instant messengers:
Creating and configuring up to 10 planners (dashboards):
Reporting:
Requests by e-mail:
Optimizing the flow of e-mail communication:
Integration with company pages in social networks:
Integration with mass mailing services:
Integration with instant messengers:
Creating and configuring up to 10 planners (dashboards):
Reporting:
* Integration through third-party paid service
** Deploying up to 3 custom configurations
** Deploying up to 3 custom configurations
OMNICANNALITY OF INCOMING REQUESTS AND CONTROL OF COMMUNICATION WITH CLIENTS
* Integration through third-party paid service
** Deploying up to 3 custom configurations
** Deploying up to 3 custom configurations
Integration of up to 5 Google Forms
Creating documents by templates (docx, xlsx)
Sending e-mail from corporate addresses
Deploying up to 5 basic configurations
The process of approving of procurement of goods of the company**
The recruitment process**
The onboarding process**
The feedback process**
The employee's Birthday process**
The Absence Process for employees**
The INBOX**
The process of accounting for financial transactions**
Creating documents by templates (docx, xlsx)
Sending e-mail from corporate addresses
Deploying up to 5 basic configurations
The process of approving of procurement of goods of the company**
The recruitment process**
The onboarding process**
The feedback process**
The employee's Birthday process**
The Absence Process for employees**
The INBOX**
The process of accounting for financial transactions**
PACKAGE
INDIVIDUAL CONFIGURATION
The system configuration is created strictly for the needs of the customer, without unnecessary elements and blocks that will not be used. The structure of the "construction kit" and simple ideology. PlanFix allows you to build a complex or non-standard system for your specific needs. The price of an individual configuration depends solely on the required functionality so that you will get a result that fully corresponds to the goal and does not overpay for modules that will never be claimed.
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