Planfix Reports Modernization: New Interface and Variables
Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes…
Planfix Blog
Can Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship…
What’s New in Planfix: May 2024
May’s Planfix update is here, and we’re excited to show you new features that will make your…
What Are the Benefits of a CRM?
Customer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business…
Top Task Management Software Tools in 2024
Task management offers numerous benefits whether you’re working collaboratively or on your own. A variety of task…
Spring 2024 Leader
Planfix wins the Spring 2024 Leader Award in Project Management Software from SourceForge. To be awarded the…
Deviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This…
What’s New in Planfix: April 2024
April may be over, but our efforts to improve Planfix are just getting into full swing. Check…
Does CRM Require a Big IT Investment?
Companies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But…
Objects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire…
What’s New in Planfix: March 2024
Throughout March, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes…
Business Proposal in Pictures: Add an Image to the Document Template
One of the main goals of Planfix is to streamline routine tasks and operations. If something can…