Automate 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best CRM Software for Real Estate
Real estate professionals need tools that simplify client management, streamline transactions, and boost efficiency. Whether you’re an agent, broker, or part of a development team, choosing the best CRM software…
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…
Continue readingBest Calendar Apps
Staying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal appointments, and sudden changes, relying on memory or a paper planner often isn’t…
Continue readingWhat 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 against those targets. Instead of saying “as soon as possible,” you define exactly…
Continue readingAutomatic 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, phones are ringing off the hook, and deals are being closed left and…
Continue readingWhat’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 crowd: Update now and let us know what you think! iOS: https://apps.apple.com/us/app/id1475346366Android: https://play.google.com/store/apps/details?id=com.planfixng New Video:…
Continue readingPlanfix 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 come up with an innovative solution: the “Transcribe Audio” button. You might not…
Continue readingBoost CRM with Planfix AI Automation
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry, sluggish response times, and generic customer interactions that…
Continue readingAI Email Assistant Planfix for Automated Replies
Planfix’s AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual, and professional. This powerful tool addresses the growing challenge of…
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 readingEasy Ways to Improve Team Communication
What makes a business truly successful? It’s not just a strong strategy, solid funding, or a talented team, but how well all these elements work together. After all, you can…
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