How To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as: Meanwhile,…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Project Management Software in 2024
Project management software allows you to plan projects easily, assign tasks according to the team’s workload, keep track of meeting the set timelines, minimize employee overload, and meet deadlines. There…
Continue readingMaps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You can do more than just…
Continue readingHow to Choose Task Management Software for Small Business?
In today’s dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination. As businesses evolve, the demand for robust task…
Continue readingCRM for Small Business: Benefits and Features to Look For
LinkedIn claims the world’s CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned market will grow…
Continue readingDo Startups Need Project Management?
Project planning and management play a crucial role in the success of startups. They offer numerous benefits and are therefore essential for the efficient operation of these young companies. Project…
Continue readingEmail and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix
We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram, for example, about the…
Continue readingScheduled Reports: Efficiently Manage Task Completion
Today, we’re pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If you’re wondering what this means, grab…
Continue readingEmail Tracking in Planfix
Some features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…
Continue readingNew Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
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