Turn TikTok Leads into CRM Deals
It’s frustrating when a great lead disappears between a message and a spreadsheet. With the TikTok Lead Generation integration in Planfix, that won’t happen again. Every lead from your TikTok…
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.
Automatic Call Analysis in CRM: How Planfix AI Keeps an Eye on Your Sales Team
Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are being closed left and…
Continue readingPlanfix AI: Because Sometimes You Don’t Have Time to Listen
Who has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button. You might not…
Continue readingSend a Request to Planfix AI
Think about how you usually assign tasks. It’s likely that at least some of them come out vague or unclear. It’s OK, it happens to all of us! However, this lack…
Continue readingRFM Analysis in Planfix: How to Identify Your “Golden” Customers
If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you…
Continue readingUsing the Knowledge Base in Planfix: How to Set It Up with Objects
Have you ever found yourself desperately needing information, only to find it buried in a million Slack messages, outdated Google Docs, or — worst of all— in the brain of…
Continue readingPlanfix Opens New Horizons: Communicate With Clients in Any Language
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your customers. Using this state-of-the-art…
Continue readingHow to Prioritize Tasks with the Planfix Eisenhower Matrix
Let’s not kid ourselves: juggling tasks is no fun, especially when you have multiple projects, deadlines, and probably a few surprise meetings to attend. Whether you’re running a business or just trying…
Continue readingHow to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out…
Continue readingPrinting Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing product quality, and reducing costs. We will focus…
Continue readingCase Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. Challenges for New Users At first glance, this seems like…
Continue readingSetting Up Planfix Notifications in Telegram
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
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