Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be a great advantage for anyone working…
Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is the…
Set up a Facebook Lead Ads CRM integration in Planfix without Zapier: connect your page, map form fields and get every lead as a task. Video guide.
TikTok has become one of the fastest-growing lead generation channels for modern businesses. Ads perform well, forms convert instantly, and potential clients can leave…
How to collect documents from clients in Planfix: a recurring task emails the request, and files from email or the client dashboard land in one task.
November’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…
Throughout September, 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…
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel…
Short video + steps: import and export contacts in Planfix, map CSV columns to contact fields, handle duplicates and export your client base to Excel.
1-minute video + steps: filter contacts by company fields in Planfix, add company data as filter columns and keep contact and company cards in sync.
Need two-way linked fields? In Planfix, linked fields pair task or contact fields: fill in one, and the other updates automatically. Watch the setup.
2-minute video + steps: optimize contact management in Planfix with access levels, message history in one task, call reports and virtual PBX integration.
1.5-minute video + steps: export data from Planfix to Google Sheets — reports, task lists and contacts — and choose which columns reach the spreadsheet.
95-second video + steps: send Google Forms responses to Planfix with an Apps Script trigger, a virtual email address and an email rule that builds the task.
3:54 video + steps: run customer conversations through one shared inbox in Planfix, reply from the task, hand it over and keep the full history.
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…
"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…
Contacts in Planfix hold every company and person you work with. Each card stores details in custom fields and lists the linked tasks, projects, documents and comments, so the work history stays when an employee leaves. These articles cover customer segmentation, RFM analysis and CRM setups built on contacts.
