Planix

OceanUY

About this app

Planix is ​​the simple CRM for your business: clients, quotes, and internal messaging all in one place.

Create your company in minutes and work from your mobile phone or the web (planix.lat).

Who is it for?

• Company administrators: manage clients, quotes, team, and the plan.

• The sales team: access the same calendar and coordinate via internal chat.

• The time tracking/QR module is optional: only if your company activates it.

Main features

Clients
• Sales calendar with contacts and follow-up
• The entire team sees the same information

Quotes
• Create proposals with clear items and totals
• Statuses: draft, sent, accepted
• Share via email, PDF, or public link

Internal Messaging
• Chat with the team without switching apps
• Notifications when a message arrives

Team and Plans
• Invite panel administrators
• Free to get started; Standard and Pro plans available as your team grows
• Optional time tracking/QR module if needed

Security and convenience
• Secure login with tokens
• Biometric unlock option (Face ID/fingerprint)
• Light and dark modes

Requirements
You can create your company from the app or at planix.lat. If you were invited, log in with the email and password assigned by your administrator.

Support
Having trouble logging in? Contact your company administrator or email us at [e-mail]

Planix — CRM for your business. Get started for free.

Developed by OceanUY.

What’s new

Nueva versión de Planix.