How 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 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.
Planfix 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 readingAutomate Leads Qualification with Planfix AI
We’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads qualification, job…
Continue readingPlanfix AI Agents: Automate Tasks with AI in CRM
While some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking…
Continue readingTurn TikTok Leads into CRM Deals
Nothing is more frustrating than when a great lead disappears between a message and a spreadsheet. But with the TikTok Lead Generation integration in Planfix, that can be a problem…
Continue readingAutomatic 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…
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