Fast Contract Automation in Planfix CRM
When it’s time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying customer details,…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How Everything Connects in Planfix: Step-by-Step Setup of a Simple Process
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works….
Continue readingHow Everything Connects in Planfix: From Custom Fields to Reports
If you’re just getting started with Planfix, terms like “data tags,” “objects,” and “directories” might sound better suited to accountants, system administrators, or people who genuinely enjoy spreadsheets. The good…
Continue readingHow to Create a Telegram Bot?
With over 1 billion Telegram users, the app is one of the most powerful channels for business communication. But here’s what we’ve experienced firsthand: knowing how to create a Telegram…
Continue readingDashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingWhat’s New in Planfix: July 2026
July’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 for…
Continue readingAI Knowledge Base in Planfix: Smart Assistant for Customer Answers
Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company’s knowledge base to…
Continue readingRecurring Tasks in Project Templates for Workflow Automation
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system will automatically launch them at the…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
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…
Continue readingWhat’s New in Planfix: June 2026
June may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more. Scripts…
Continue readingUnderstanding Event Management Software: A Comprehensive Guide
Event planning requires juggling multiple tasks, from coordinating vendors to tracking budgets and engaging attendees. Event management software simplifies these processes by providing a centralized platform to streamline logistics, automate…
Continue readingTop Task Management Software Tools in 2026
Task management offers numerous benefits whether you’re working collaboratively or on your own. A variety of task management programs are available to optimize your workflow, ranging from traditional calendars and…
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