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…
Planfix Blog
What Are the Benefits of a CRM?
Customer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business…
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…
Why is CRM Important for Enterprise?
CRM is a powerful tool to improve a company’s customer loyalty and secure a sustainable competitive advantage….
Evolution Has no End: Introducing a New Task Creation form in Planfix
We’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results…
Why Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial…