Project Management Trends in 2026
Project management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2025, keeping up with the latest trends…
Continue readingAutomated Scripts
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Planfix for SLAs: How to Automate Service Quality Management
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 annoyed. Meanwhile, the account…
Continue readingPlanfix 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 readingHow to Integrate CRM in eCommerce Business
The competitive e-commerce landscape, delivering personalized customer experiences, has become essential rather than optional. This shift has accelerated the adoption of Customer Relationship Management (CRM) systems in online retail. CRM…
Continue readingWhat’s New in Planfix: November 2025
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 definitely something for…
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 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…
Continue readingHow to Improve Team Workflows and Processes
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
Continue readingWorkflow Automation Use Cases
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks so your team can skip the…
Continue readingRFM Analysis in Planfix: How to Identify Your “Golden” Customers
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…
Continue readingHow to Automate Business Processes in Your Company
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…
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