Your business is unique, with its peculiarities and quirks. With a sizeable number of integrations available on PlanFix, we will be able to select the necessary ones for you and adapt them to the specific needs of the company.
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For online store owners and sales managers.
Combine all customer requests (including comments, likes, and reactions) in one window and respond to them instantly without the risk of being blocked due to “unusual activity”.
For business owners, sole proprietors, sales managers, and large companies.
Create an automatic email survey that the client receives immediately after the manager has completed a task in PlanFix. In this way, you will be able to collect valuable feedback about your work and constantly improve the service, hence increasing your profit.
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Bison 365 is a platform for conducting webinars, courses, online tests, and distance lessons with advanced analytics of each listener of your event.
Thanks to the flexible settings of the customer registration form, you can choose the type of data you want to collect – name, phone number, email address, Instagram login, and others. In addition, the platform also provides you with advanced technical information about each customer who visited your event, such as the number of webinar minutes they listened to, the country and city they watched it from, and clicks on banners/buttons/orders forms.All the received information will be added to a PlanFix task once it’s created for each particular lead. After that, you can immediately work with the client according to your company's business processes.
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For online stores, sole proprietors, and companies working with foreign clients.
Get daily exchange rates right in your PlanFix task automatically or at the click of a button to make and receive payments based on the latest financial data.
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Stripe is a service for the processing of electronic payments that allows you to accept payments in 135+ currencies. With PlanFix tools, you can implement automatic or manual invoicing in your business processes.
You can issue an invoice manually at any time you want, or create the appropriate task for automatic invoicing. The invoice will be sent after the date you set or after the task status changes, depending on what you choose. All information about the invoice will be displayed in the same task from which it was sent.
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Adobe Acrobat Sign is a cloud-based solution for working with electronic signatures that allows you to sign documents online in digital format without the burden of paperwork.
With Adobe Acrobat Sign, you can send an invoice, certificate of completed works, a contract, and any other document for signature directly from PlanFix. A document for signature can be sent in response to the occurrence of a specified event (date or task status) or after the employee presses the necessary button at the right time. Signature confirmation will be added to the same task in PlanFix from which it was sent.
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WayForPay is a convenient and simple solution for accepting payments, which allows you to make invoicing part of the business process at PlanFix.
You can set up automatic invoicing to the client after a certain event (date or task status) or send an invoice at the right time with a click. Once the payment is completed, the information will be added to the same task from which the invoice was sent. If necessary, the task status can be changed automatically.
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Why choose us?

Exclusivity
Our solution has no equivalents on the market
Quick response time
We provide high-class support for our clients with an average response time of 15 minutes
11 years on the market
We specialize in the process optimization area
5 years of experience in IT
We’re experts in the IT solutions for various businesses
Easy implementation
You can make any changes to existing software settings without appealing to programmers