--- title: "Planfix Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planfix Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/249508/Planfix/" page_type: "product" language: "en" --- # Planfix Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Planfix ## What is Planfix? One integrated platform allows Planfix users to manage tasks and projects, CRM, sales, marketing, production, logistics, support service, finance, and human resources all at once. There is seamless data transfer between teams - for example, a transaction during the implementation stage becomes a project, and then it is transferred to support. ## What is Planfix used for? [Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $8 Per User, Per Year Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planfix?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://planfix.com&name=Planfix) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planfix 5.0 (8) VS. [4.6 (1,475)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $8 Per User, Per Year Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (8) Ease Of Use 4.6 (1,537) Value For Money 4.5 (8) Value For Money 4.4 (1,171) Customer Service 4.9 (7) Customer Service 4.6 (1,070) ## Planfix alternatives Highest Rated [4.6 (6,097)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,318)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (1,324)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [WPS Office](https://www.capterra.com/p/126794/WPS-Office/) [4.5 (1,537)](https://www.capterra.com/p/126794/WPS-Office/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/126794/WPS-Office/) [View all alternatives](https://www.capterra.com/p/249508/Planfix/alternatives/) ## FAQs about Planfix Overview ### What company size and specific industries is Planfix built for? Planfix is designed for businesses, non-profit organizations, public associations, and other groups that work toward a shared goal. It fits organizations of many sizes rather than a single company tier, making it suitable for teams in commercial, nonprofit, and community-focused sectors. Features and Usability ### What are the key features of Planfix? Planfix offers project management and task management, workflow management, and CRM for customer data and communication. It also includes time and expense tracking, reporting and statistics, calendar management, document management, access controls and permissions, plus billing and invoicing, accounting, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Planfix offers a free Basic plan for up to 5 users, plus a free trial. Paid plans start at $8 per user per year for PLAN A, then $18 for PLAN B and $28 for PLAN X. PLAN A covers 6 to 99 users, while higher tiers expand storage, APIs, and limits. Integrations ### Which third-party tools and platforms does Planfix integrate with? Planfix integrates with over 40 third-party tools and platforms, including communication and marketing apps like Gmail, Microsoft 365, Messenger, Brevo, Mailchimp, and MailerLite, plus productivity and storage tools such as Google Calendar, Google Drive, Google Forms, Google Contacts, Dropbox, and Microsoft Excel. Getting Started and Support ### What training and onboarding options does Planfix offer? Planfix provides webinars, documentation, and videos for training and onboarding. Webinars support live guided instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of features and setup steps. Getting Started and Support ### What customer support options does Planfix offer? Planfix provides email/help desk support, FAQ/forum access, a knowledge base, 24/7 live rep support, and chat. Support details are limited in the catalog, so no verified user feedback is available to describe response times, helpfulness, or common frustrations with these channels. ## Features AI summary Based on 6,768 Business Management reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) Planfix supports all three features that reviewers rate most important: Workflow Management, Client Management, and Task Management. Together, these capabilities help businesses coordinate processes, keep client information organized, and track day-to-day work more effectively, allowing teams to stay on top of operations and deliver work with better consistency. Workflow Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Client Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 4.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 4.8 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Calendar Management 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Customizable Fields 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Planfix 48 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Financial Management: Plan, manage, and track the financial activities of an individual or organization - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Inventory Management: Track and manage inventory levels to maintain proper supply - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Scheduling: Plan availability and assign specific time slots for tasks and resources - Supply Chain Management: Manage the planning and execution of supply chain activities - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Training Management: Track employee/learner's progression through training programs - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (8) 5.0 Based on 8 reviews ## Pricing Value for money 4.5 (8) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/249508/Planfix/pricing/) Basic $0.00 It includes: - 1 GB Cloud storage, included - Tasks - unlimited - Projects - 10 - Planners - 10 - Contacts - 1000 - Customizable task statuses - 2 - Processes - 1 - Project templates - 2 - Task templates - 2 - Document templates - 2 - Reports - 12 - Workgroups - 1 PLAN A $8.00 Per User,Per Year It includes: - 1 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - 100 - Contacts - 5000 - Customizable task statuses - 20 - Processes - 5 - Project templates - 25 - Task templates - 250 - Document templates - 20 - Reports - 25 - Workgroups - 5 - API - 20 000 req. / m. PLAN B $18.00 Per User,Per Year It includes: - 2 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - 200 - Contacts - 30 000 - Customizable task statuses - 100 - Processes - 50 - Project templates - 100 - Task templates - 1000 - Document templates - 50 - Workgroups - 20 - API - 50 000 req. / m. PLAN X $28.00 Per User,Per Year It includes: - 5 GB Cloud storage, per user - Tasks - unlimited - Projects - unlimited - Planners - unlimited - Contacts - 100 000 - Customizable task statuses - 500 - Processes - 100 - Project templates - 200 - Task templates - 3500 - Document templates - 500 - Reports - 500 - Workgroups - 100 - API - 100 000 req. / m. Value for money 4.5 (8) 4.5 Based on 8 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (7) 4.9 Based on 7 reviews ## User reviews Overall rating 5.0 Based on 8 reviews Filter by rating 5(8) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MM Mary M. Senior Marketing Executive Human Resources ### "Transformer system" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2024 Thanks to Planfix, managing task fulfillment has become much faster and easier. Everything is simple and straightforward, with many integrations that reduce the number of programs used. Pros Technical support. Possibility of extending the functionality of the system - ready made solutions, integrations. Cons There are a million button colors to choose from, but no dark theme Switched from [Jira](https://www.capterra.com/p/19319/JIRA/) Planfix offers more flexible customization. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Angie W. Finance and commerce Gambling & Casinos ### "projector of my tasks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 27, 2024 I improved my management control with each client, better managing every detail by being able to automate processes that simplify each task and be able to do everything faster Pros With the management system it helps me manage each task for each day, I really like it because of its ease of use from the beginning I did not have to ask for advice or training to learn how to use it correctly, it gives me the advantage of having a more organized work each task so as not to forget and have a more productive performance Cons I feel satisfied with all the functions, they have everything I need without failures or inconveniences since use Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Andrii K. chief Printing ### "Great tool Planfix" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 24, 2024 Pros Flexibility of the system. Planfix is a flexible designer. Planfix has and consistently adheres to its own philosophy. This approach does not allow turning the product into a chaotic system. On the contrary, Planfix constantly develops in accordance with a given vector. New improvements appear regularly, which make the system even more interesting and functional. Also, I can say that I encountered here the best support service that I have ever experienced. Cons It takes some time to get used to the service. Also, there is still no partner company in Ukraine that is an official representative. Therefore, it is necessary to pay for services through bank cards of an individual. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Better functionality was needed. Such as the possibility of combining communication channels with clients into a single working window. In addition, process automation is needed, which is well provided by Planfix, as well as interaction with third-party services. We are still working on this. But we already have a vision of how to make the necessary settings with Planfix. Alternatives considered [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reasons for choosing Planfix In my opinion, Planfix is the strongest and most understandable product. Starting from their own philosophy, ending with functionality. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EA Eli A. Marketing Manager Human Resources ### "A Versatile and Evolving Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 31, 2024 Utilizing calendars for planning is one of life's essential aspects, and its efficient organization within this system significantly simplifies many work-related tasks. I want to express my appreciation to the team for their hard work; they make our work more straightforward and faster. Pros The system's continuous development is truly impressive. Even when something is already functioning well, these individuals don't rest on their laurels. I genuinely admire this approach to life, as it's a rarity! The information updates are excellent – they explain new features in a simple and understandable manner, immediately igniting your enthusiasm to put them into action. Cons Webinars are necessary; there are certain questions that are best addressed through online discussions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Alexi L. Technical Director Construction ### "Extensive Customization Capabilities" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 22, 2023 Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more. Virtually all the ideas I've had have been effortlessly realized within Planfix. Pros When the volume of tasks became substantial, and I found it challenging to keep pace with them, it became evident that we required a system capable of not only simplifying task management but also facilitating the maximum automation of our work processes. A colleague recommended Planfix, and I promptly embarked on an exploration of the platform. Initially, the system appeared to be quite sophisticated and intricate, leading me to initially decline its adoption. However, two years later, I revisited Planfix, equipped with insights gained from other systems that proved inadequate for accommodating my expanding requirements. Cons The absence of a dark theme is a minor drawback. It would be advantageous to have the option to toggle between light and dark themes. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Other systems proved inadequate for accommodating my expanding requirements. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jacob S. PMO Marketing and Advertising ### "Flexible system with powerful features " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 16, 2023 The support team is helpful, responding promptly and in great detail Pros We've been using Planfix for half a year. So far, we're using the system for project and task management. We've only just started setting it up as a CRM. In the future, we plan to move all customer interactions to Planfix. Cons To configure our custom processes, you need to dive into it. But the functionality is quite flexible and allows you to set up processes as per your specific needs. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) were looking for a single solution Reasons for choosing Planfix price and features Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. OC Olga C. Head of Sales Department Logistics and Supply Chain ### "Simple interface, simple functions, еase of use." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 26, 2023 Ease of managing your client base.Rational use of working time when setting short-term and long-term tasks.Full control of work and data analysis. Pros Comfortable work with clients.Ability to customize many functions to suit your own needs. Cons Calls are not identified if a client is entered into the client program using the Company template. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Andrii S. CEO Computer Software ### "We implement Planfix, an excellent product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2023 Pros We are an integration company specializing in the selection, implementation, and support of business software. We are familiar with numerous software solutions available in the world. We began implementing Planfix in 2022. We chose this system because it follows a proven ideology and has been on the market for over 10 years. We were impressed by the price and quality of the product, as well as its scalability for businesses of all sizes. It is suitable for organizing the work of virtually all company departments. You can create unique business processes and integrate various services. We work closely with the Planfix development team to continuously improve this product. Cons Specialists are required to set up this software product. That's why we decided to study this system and become a guide for businesses. Due to the extensive capabilities hidden within the Planfix interface, it's challenging to explain the full value to owners and company directors for whom the program is being implemented. As our experience shows, more companies turn to Planfix when they couldn't implement their complex business processes in other systems. And that's pretty cool! Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/249508/Planfix/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.