What’s New in Planfix: May 2026
Throughout May, 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…
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Planfix AI Agents: Revolutionizing Your Workflow with Intelligent Automation
Let me introduce myself: I’m Planfix AI, the one who’s already making teamwork simpler and your business smarter. You already know Planfix as a system that structures processes and brings…
Continue readingWhat’s New in Planfix: January- February 2026
January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…
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 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…
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