Fast Contract Automation in Planfix CRM
When it’s time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying customer details,…
Continue readingUse Cases
Tips on how to use Planfix system in the most efficient way. Implementation examples and detailed explanations. Content from Planfix team on the Planfix Blog.
How Everything Connects in Planfix: Step-by-Step Setup of a Simple Process
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works….
Continue readingHow Everything Connects in Planfix: From Custom Fields to Reports
If you’re just getting started with Planfix, terms like “data tags,” “objects,” and “directories” might sound better suited to accountants, system administrators, or people who genuinely enjoy spreadsheets. The good…
Continue readingDashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingPlanfix Bulk Employee Registration via Self-Registration Link
Do you remember adding your first employees to Planfix? At the beginning, it probably felt quick and easy. You simply entered their first name, last name, email, and phone number,…
Continue readingAI Knowledge Base in Planfix: Smart Assistant for Customer Answers
Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company’s knowledge base to…
Continue readingRecurring Tasks in Project Templates for Workflow Automation
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system will automatically launch them at the…
Continue readingPlanfix Security System for Business Data and Access Control
Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more than basic cybersecurity tools —…
Continue readingPlanfix for SLAs: How to Automate Service Quality Management
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting annoyed. Meanwhile, the account…
Continue readingTurn TikTok Leads into CRM Deals
TikTok has become one of the fastest-growing lead generation channels for modern businesses. Ads perform well, forms convert instantly, and potential clients can leave their details in seconds. But for…
Continue readingHow Sales Managers Can Use AI Call Analysis for Quick Reviews
Your sales teams get a ton of calls every day. So, how do you spot who’s selling effectively and where money is being lost without sitting in on every call…
Continue readingPlanfix AI Interviewer: Automated Client Management Agent
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but…
Continue reading