How Sales Managers Can Use AI Call Analysis for Quick Reviews
Your sales teams get a ton of calls every day. So, how do you spot who’s selling effectively and where money is being lost without sitting in on every call…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Planfix AI Bots Automate Routine Workflows
In today’s rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are discovering that routine, repetitive tasks are silently draining productivity and…
Continue readingPlanfix AI Translation for Business Communication
In today’s interconnected global economy, businesses face unprecedented opportunities to expand internationally and serve diverse customer bases. However, language barriers remain one of the most significant obstacles to seamless business…
Continue readingPlanfix AI Interviewer: Automated Client Management Agent
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but…
Continue readingAutomate Leads Qualification with Planfix AI
We’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads qualification, job…
Continue readingPlanfix AI Agents: Automate Tasks with AI in CRM
While some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking…
Continue readingWhat’s New in Planfix: September 2025
Throughout September, 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. Stay tuned for the latest…
Continue readingPlanfix AI: Because Sometimes You Don’t Have Time to Listen
Who has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button. You might not…
Continue readingBoost CRM with Planfix AI Automation
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry, sluggish response times, and generic customer interactions that…
Continue readingAI Email Assistant Planfix for Automated Replies
Planfix’s AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual, and professional. This powerful tool addresses the growing challenge of…
Continue readingSend a Request to Planfix AI
Think about how you usually assign tasks. It’s likely that at least some of them come out vague or unclear. It’s OK, it happens to all of us! However, this lack…
Continue readingHow Planfix AI Handles First-Line Inquiries
Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually sorting through them becomes…
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