How to Create a Pie Chart in Excel: 7 Easy Steps
Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you’re preparing a report, you often need a way…
Continue readingTips
Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.
How to Calculate Time in Excel: A Comprehensive Tutorial
Excel calculates time by subtracting one time value from another and formatting the result as time – and date differences work the same way, using the serial day numbers Excel…
Continue readingHow to Create a Telegram Bot?
With over 1 billion Telegram users, the app is one of the most powerful channels for business communication. But here’s what we’ve experienced firsthand: knowing how to create a Telegram…
Continue readingHow to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work begins. This includes assigning an…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is…
Continue readingHow to Integrate CRM in eCommerce Business
The competitive e-commerce landscape, delivering personalized customer experiences, has become essential rather than optional. This shift has accelerated the adoption of Customer Relationship Management (CRM) systems in online retail. CRM…
Continue readingPlanfix AI Translation for Business Communication
In today’s interconnected global economy, businesses face unprecedented opportunities to expand internationally and serve diverse customer bases. However, language barriers remain one of the most significant obstacles to seamless business…
Continue readingEasy Ways to Improve Team Communication
What makes a business truly successful? It’s not just a strong strategy, solid funding, or a talented team, but how well all these elements work together. After all, you can…
Continue readingHow Planfix AI Handles First-Line Inquiries
Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually sorting through them becomes…
Continue readingHow to Improve Team Workflows and Processes
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
Continue reading10 Ways to Be More Productive at Work
Staying ahead of the competition has never been more important, or more difficult. And if you really want your company to be more productive, you should start by identifying genuine…
Continue readingHow to Track Team Efficiency
Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way that helps?…
Continue reading