What’s New in Planfix: May 2024
May’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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
What Are the Benefits of a CRM?
Customer 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 readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
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 on time….
Continue readingDoes CRM Require a Big IT Investment?
Companies 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 readingBusiness Proposal in Pictures: Add an Image to the Document Template
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, building customer…
Continue readingEvolution Has no End: Introducing a New Task Creation form in Planfix
We’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 readingWhy Do Nonprofits Need CRM Systems?
In 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 readingHow Planfix Scripts Work: Setting Up and Cases
One 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 readingHow 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,…
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…
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