Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
The Financial Reality of Ag-Tech For mid-sized agricultural businesses, the margin for error is slim. Unlike hobby farms, mid-sized operations have significant overheads in labor, machinery, and inputs. Unlike corporate…
Continue readingWhy Modern Farms Need a CRM Farming is no longer just about planting and harvesting; it is a complex logistics and supply chain business. Relying on notebooks or disjointed spreadsheets…
Continue readingWe’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but…
Continue readingRunning a retail business is no small feat – balancing inventory, staff, customers, and sales channels requires precision and adaptability. Effective retail management is the key to streamlining operations and…
Continue readingReal estate professionals juggle countless tasks, from nurturing leads to closing deals, all while maintaining strong client relationships. A CRM system in real estate can streamline these processes, saving time…
Continue readingWe’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads qualification, job…
Continue readingReal estate professionals need tools that simplify client management, streamline transactions, and boost efficiency. Whether you’re an agent, broker, or part of a development team, choosing the best CRM software…
Continue readingWhile some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking…
Continue readingNothing is more frustrating than when a great lead disappears between a message and a spreadsheet. But with the TikTok Lead Generation integration in Planfix, that can be a problem…
Continue readingThe construction industry is one of the most complex and demanding sectors, requiring meticulous planning, coordination, and execution. With multiple stakeholders, tight deadlines, and ever-changing project requirements, managing construction projects…
Continue readingPicture 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 being closed left and…
Continue readingWho has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button. You might not…
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