Customer Base Segmentation: Boosting Sales and Strengthening Loyalty
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel…
Document Management in Planfix: How to Store, Control, and Organize Your Files
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to…
Using 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Have you ever found yourself desperately needing information, only to find it buried in a million Slack messages, outdated Google Docs, or — worst of all— in the brain…
How to Collect Confirmations from Every Employee in Planfix
1.5-minute video + steps: collect confirmations from employees in Planfix with a checklist item for each assignee, without chasing anyone by email.
What’s New in Planfix: March 2025
Throughout March, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…
How to Do Process Mapping: Guide and Examples
Process mapping is a powerful way to get a clear picture of how work flows through your company. Think of it as creating a roadmap that shows exactly how things get done…
How to Automate Business Processes in Your Company
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
How to Import and Export Contacts in Planfix
Short video + steps: import and export contacts in Planfix, map CSV columns to contact fields, handle duplicates and export your client base to Excel.
Time Tracking in Project Management
Keeping track of time is a key part of making project management work smoothly. It helps teams handle resources better, streamline tasks, and make sure everything stays…
Planfix 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…
Recycle Bin in Planfix: How to Restore Deleted Tasks
1-minute video and steps: open the recycle bin in Planfix, restore a deleted task with all its comments, and see what only an admin can delete.
What’s New in Planfix: February 2025
The February 2025 Planfix update is here, and we're excited to introduce new features that will make your life easier and boost productivity. Keep reading to learn more…