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.
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, and updating terms to checking dates, document…
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…
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…
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…
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system…
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…
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…
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…
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 about the…
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…
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…
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 of…