How to Manage Retail Stores Effectively with Retail Management Software
Running a retail business is no small feat – balancing inventory, staff, customers, and sales channels requires precision and adaptability. Effective retail management…
How to Use CRM for Real Estate: A Comprehensive Guide
Real estate professionals juggle countless tasks, from nurturing leads to closing deals, all while maintaining strong client relationships. A CRM system in real estate…
Task Card in Planfix: Status, Dates, Checklist, Comments
A short tour of the task card in Planfix: change the status and due date, edit fields, tick off the checklist and search comments by word or phrase.
How to Store Team Passwords in Planfix with Access Control
Store team passwords in Planfix directories and choose who can view, edit or delete each entry. A two-minute video on access settings and new directories.
Best Mind Mapping Software
Ideas rarely show up in neat rows. Notes scatter across docs, whiteboards, and chat threads until the big picture blurs. Mind-mapping tools fix that by putting one topic…
Automate 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…
Best CRM Software for Real Estate
Real estate professionals need tools that simplify client management, streamline transactions, and boost efficiency. Whether you're an agent, broker, or part of a…
What’s New in Planfix: October 2025
October may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…
How to Add a Task to Planner in Planfix: 3 Steps
Learn how to add a task to Planner in Planfix in three steps and use it for sudden requests, today’s top task and prep work for a customer call.
Planfix 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 about the…
Planfix App 0.68: Voice-to-Text and Subtasks on Mobile
53-second video + steps: turn on voice-to-text in the Planfix mobile app 0.68, open the Subtasks section in a task card and accept tasks on the go.
Best Calendar Apps
Staying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal appointments, and sudden changes…