Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy access to data, analysis, and visualizations. Reports in Planfix Reports are…
Continue readingBuilding strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingMay’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…
Continue readingCustomer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business landscape. Due to its numerous benefits, CRM systems have become a crucial part…
Continue readingTask management offers numerous benefits whether you’re working collaboratively or on your own. A variety of task management programs are available to optimize your workflow, ranging from traditional calendars and…
Continue readingRecently, 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 on time….
Continue readingCompanies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But whether it’s scaling up the business, organizing and storing data, sorting out team…
Continue readingOne 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, building customer…
Continue readingWe’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results to you. Please join us as we explore the features of this new…
Continue readingIn the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial for success. Customer Relationship Management (CRM) systems are pivotal in achieving this objective…
Continue readingOne of the primary goals of the Planfix corporate management system is to improve time and teamwork management. It allows you to use scripts and automation to save time on…
Continue readingThe main goal of any CRM is to bring an entire sales chain together in one system, from order receipt to shipping to closing financial documents. But often we also…
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