Why Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial…
Planfix Blog
What’s New in Planfix: February
Design Updates We jazzed up the reports with a fresh, trendy design: A New Planfix Mobile App…
How Planfix Scripts Work: Setting Up and Cases
One of the primary goals of the Planfix corporate management system is to improve time and teamwork…
What’s New in Planfix: December 2023 and January 2024
The Design of the File Upload Window Has Been Updated A handy tag shows the number of…
How to Import Related Tasks from Microsoft Project into Planfix
We’ve integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between…
What Is Enterprise Project Management Software?
Enterprise Project Management (EPM) is a central component of modern project management, especially for large organizations that…
How To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a…
Maps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and…
Dynamic Blocks in Task Description
Today we’re going to talk about a powerful feature in Planfix for automating your business processes – dynamic…
Enterprise Resource Management: Pre-booking Meeting Rooms
What is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating…
How to Choose Task Management Software for Small Business?
In today’s dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that…