Integration of Planfix CRM system

Good day!

My name is Denis, and I have practical experience setting up CRM functionality in Planfix for sales departments. I have successfully implemented similar solutions for several companies — focusing specifically on adapting the tool to sales processes.

I am ready to help you with implementation. Usually, I follow these steps:
1. Analyze current sales stages and your internal terminology.
2. Create a custom funnel with automation: tasks, reminders, filters.
3. Configure client cards, deals, integrations with email/messengers (if needed).
4. Implement basic analytics — to evaluate the effectiveness of managers and channels.
… 5. Train the team, transfer documentation.

I can also adapt the functionality to your existing workflow style in Planfix so that everything looks like a unified environment.

Write to me privately — we will agree on the details and the cooperation format.

Best regards,
Denis Kovalov

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Good evening!

I have practical experience in successfully implementing CRM functionality in the Planfix system for sales and customer service departments. The solutions I have developed have significantly increased business process efficiency, automated routine tasks, and improved control at all stages of customer interaction. Specifically, I have implemented:

A sales funnel with full automation of transitions between stages, reducing lead loss and speeding up the deal cycle;

Templates for deals, leads, contacts, and business processes, adapted to the company's specifics;

Integration with email, IP telephony, and messengers (Telegram, Viber, WhatsApp), providing omnichannel communication and a single entry point;
…
Automatic creation of tasks, contacts, and events via API and webhooks, minimizing manual work for managers;

Analytical dashboards and reports on key indicators: activity, lead sources, manager effectiveness;

Flexible access rights configuration, ensuring data security and transparent accountability within the team.

I not only master the tools of Planfix but also know how to strategically adapt them to business needs, enabling real results to be achieved within the first weeks of implementation.

I would be happy to join a team where I can apply my experience and further develop CRM systems — for the benefit of the business and with a focus on growth.

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Good day! Alex, I am a certified business partner of the Planfix platform for over 6 years and work exclusively with this CRM, so I have deep knowledge and extensive practical experience.

I also have extensive experience in automating sales departments specifically. I have integrated PlanFix for more than 40 sales departments, so I possess great expertise and can provide you with quality service.

Relevant cases from my portfolio:
1. Automation of the sales department of an online shoe store manufacturer topitop.com.ua, link https://freelancehunt.com/showcase/work/avtomatizatsiya-internet-magazina-virobnika-vzuttya-topitop-com-ua/1649870.html
2. Automation of the sales department and production processes for a handmade souvenir company https://freelancehunt.com/showcase/work/avtomatizatsiya-protsesiv-dlya-kompaniyi-suveniriv-ruchnoyi/1655814.html

I indicate an approximate project cost. I will gladly provide you with consultation on the implementation of PlanFix for your company.

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Good afternoon. I specialize specifically in the Planfix system and am their official partner. I know this CRM in detail.
Ready to meet and discuss the implementation details of your technical task or to create it together with you!

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