Automatic 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…
What’s New in Planfix: March 2024
Throughout March, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…
What’s New in Planfix: November
— Navigating "projects," "tasks," and "contacts" just got easier with our new quick filters.— You can now listen to audio files right in the comments section. — Say…
CRM 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…
What’s New in Planfix: May
We continue to work on refining the link diagram. This time we have extended the list of commands: we have added key shortcuts for copying and pasting. CTRL + C = copy…
Dynamic customer segmentation in Planfix
"Yes, of course. We do that!" This was our answer to a user's request. And that request was as follows: "Please make a note or video tutorial about dynamic customer…
Competition for Tasks: A Case for Support Teams and Freelancers
We're going to discuss a Planfix feature that's easy to miss but could help you organize workflows related to task distribution. The topic we're going to discuss is…