Key Planfix updates for October 2026. Discover what's new on the platform, which new features have been added, and how the system has improved.
Discover the best all-in-one platforms for media companies that unify CRM, projects, and billing to boost collaboration and streamline workflows.
A 3-minute video and steps: employee management in Planfix, with bulk edits, a company structure that shares access, a time off calendar and replacements.
A 1-minute video and steps: edit comments in Planfix, delete and restore them, and read the comment log that keeps every change with its author.
A 3-minute video and steps: set up document numbering with prefixes in Planfix, number deals automatically and attach contracts from a Word template.
Learn how inventory management software solutions improve business operations. Explore what does an inventory management system do to support business success.
Discover the best inventory management system for your businesses. Explore top rated inventory management software to boost efficiency in any industry.
A 3-minute video and steps: eight checklist tips for Planfix, from keyboard shortcuts and copying a list to items that become separate subtasks.
We tested the top reminder apps — free and paid, for Android, iPhone, and teams — to help you find the one that actually works
A 3-minute video and steps: document management in Planfix, with folders, bulk actions, favorites, file versions and templates that fill themselves in.
Compare organizational charting software for growing teams, from free diagramming tools to Planfix and data-connected platforms.
A 2-minute video and steps: build a company structure in Planfix with workgroups and managers, so access to tasks and reports follows your org chart.