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. 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. 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
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:
PACKAGE
150$
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
POSITIVE START
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
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
PACKAGE
250$
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
SOCIAL NETWORKS AND MESSENGERS
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 3 virtual mailboxes
Facebook, Instagram, Vk
Telegram, WhatsApp, Viber, Skype (assistance with chat bots creation)
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 3 virtual mailboxes
Facebook, Instagram, Vk
Telegram, WhatsApp, Viber, Skype (assistance with chat bots creation)
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
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
PACKAGE
350$
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
TEAM
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
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:
PACKAGE
500$
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
COMPANY
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**
CLIENT FEEDBACK
OUR CLIENTS
ORDER A CONSULTATION ON
BUSINESS AUTOMATION
BUSINESS AUTOMATION
And we will help to bring work in your company to a new level
By clicking the "ORDER" button, you automatically agree to the storage and processing of your personal data
ORDER A CONSULTATION ON
BUSINESS AUTOMATION
BUSINESS AUTOMATION
And we will help to bring work in your company to a new level
By clicking the "ORDER" button, you automatically agree to the storage and processing of your personal data
Click to order
YOUR ORDER FOR CONSULTATION
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By clicking the "ORDER" button, you automatically agree to the storage and processing of your personal data
