What’s New in Planfix: May 2025
May’s Planfix update is here, and we’re excited to show you new features that will make your…
Planfix Blog
Planfix Named the Top Rated Software by Top Business Software
We’re proud to share that Planfix has been recognized as a Top Rated Software for Spring 2025…
Workflow Automation Use Cases
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting…
RFM Analysis in Planfix: How to Identify Your “Golden” Customers
If you want to run a successful business, segmenting your customer base is one of the most…
Spring 2025 Leader in Project Management
We’re excited to announce that Planfix has been recognized as a Spring 2025 Leader in the Project…
What’s New in Planfix: April 2025
April may be over, but our efforts to improve Planfix are just getting into full swing. Check…
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…
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…
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…
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…
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…
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 –…