Set up CRM workflow automation in Planfix: scripts email customers, update deal stages and alert managers; buttons replace manual chains. Watch the video.
Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be a great advantage for anyone working…
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: set up document numbering with prefixes in Planfix, number deals automatically and attach contracts from a Word template.
A 3-minute video and clear steps: automate contract numbering in Planfix, generate the contract from a template and keep every number in one registry.
Throughout August and 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…
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
Custom objects in CRM let you model leads, deals or requests. See how Planfix objects use custom fields, statuses, transition rules and permissions.
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting…
November’s Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity.Keep reading for more - there's…
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…
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 of…
Throughout June, 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…
If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you could…
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
Throughout September and October, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
3.5-minute video and steps to catch deadline slippage in Planfix: a forecast date field, scripts that flag delays, and a weekly email report for managers.
A 3-minute video + steps: set up object scripts in Planfix to send an automatic customer email when a task is completed and an SMS from a task field.
1.5-minute video + steps: limit customer requests per day in Planfix, auto-reject extra requests, notify the customer and return them to the queue later.
3-minute video + steps: link tasks across projects in Planfix with a Task set field and one button that creates a task for another department.
Under-2-minute video + steps: send automatic deal status emails to customers in Planfix with one button and an ELSEIF block in the email template.
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks…
April 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…
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning…
A short video and steps: configure an object in Planfix end to end, from fields and statuses to a kanban board, an object script and a button.
A Planfix script runs on its own: you pick an event, add conditions and choose actions such as sending an email, changing field values or creating a project from a template. Buttons run the same kind of actions by hand. These articles show how scripts are set up and tested for tasks, objects and contacts.
