Customer Stories

Integrating Messengers into PlanFix!

  • The background

With integrations, you can communicate via major messengers - Viber, LinkedIN, Instagram - right from your workspace within PlanFix!

  • The goals

1. CRM system with Integration Capabilities
Integration with other tools and systems is crucial for many users. Planfix's ability to integrate with various third-party applications and services allows for a more seamless and efficient workflow.

2. Ease of Use and User Interface
A user-friendly interface and ease of use are key factors in any software. Users often find Planfix to have an intuitive interface that facilitates quick adoption and effective usage.

  • The solution

1. Regardless of the communication channels your clients use, all messages are stored in the conversation history within PlanFix.
This means that managing deals becomes exceptionally convenient - everything is at your fingertips and in one place.

2. Simplified collaboration within the team, especially in cases where multiple managers are dealing with one client.