How to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out…
Continue readingCRM
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Why Is CRM Important for Small Businesses?
Navigating today’s highly competitive and fast-paced environment can be particularly challenging for small businesses. With limited resources and intense competition, small business owners must be flexible and respond quickly to…
Continue readingCan Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingWhat 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 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 readingObjects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Continue readingWhy is CRM Important for Enterprise?
CRM is a powerful tool to improve a company’s customer loyalty and secure a sustainable competitive advantage. Through a blend of people, practices, and technology, enterprise customer relationship management (CRM)…
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 readingEnterprise Resource Management: Pre-booking Meeting Rooms
What is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating a company’s resources, such as finances, personnel, materials, and time. It is undoubtedly…
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…
Continue readingDo Startups Need Project Management?
Project planning and management play a crucial role in the success of startups. They offer numerous benefits and are therefore essential for the efficient operation of these young companies. Project…
Continue readingIntegration with Microsoft 365
The Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of document management in their work, we have implemented integration with cloud office Microsoft 365 into Planfix. Why…
Continue reading