Planfix 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…
Planfix Blog
Turn TikTok Leads into CRM Deals
Nothing is more frustrating than when a great lead disappears between a message and a spreadsheet. But…
Best Calendar Apps
Staying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal…
Fall 2025 Leader in Project Management
Planfix recognized as a Fall 2025 Leader in the Project Management Software category on SourceForge — Thanks to…
What is SLA (Service Level Agreement) Tracking in Task Management?
SLA tracking in task management means turning service promises into measurable targets and then monitoring every task…
What’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…
What is Role-Based Access Control (RBAC) in Project Management Tools?
RBAC (role-based access control) is an authorization model where permissions are attached to roles that represent job…
Best Construction Project Management Software
The construction industry is one of the most complex and demanding sectors, requiring meticulous planning, coordination, and…
Automatic Call Analysis in CRM: How Planfix AI Keeps an Eye on Your Sales Team
Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients,…
What’s New in Planfix: July – August 2025
Version 0.67 of our App for iOS and Android Is here! Here’s what’s new for our tech-savvy…
Planfix 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…
Boost CRM with Planfix AI Automation
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams…