RFM Analysis in Planfix: How to Identify Your “Golden” Customers
If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you…
Continue readingData Tags
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Project Totals Fields: Tracking Profitability in Planfix
Alright, today we’re going to talk about something we all care about: profitability. After all, every business owner, manager, and worker wants to ensure their hard work pays off, right?…
Continue readingWhat’s New in Planfix: September and October 2024
Throughout September and October, 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. Stay tuned for…
Continue reading5 Stages of Task Management
Task management comprises various stages that ensure the effective and efficient completion of a variety of projects or responsibilities. These stages guide you through the entire process, from the initial…
Continue readingSetting Up a Booking System in Planfix: 2 Case Studies
Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first described a resource management case…
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’s New in Planfix: May 2024
May’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…
Continue readingBusiness Proposal in Pictures: Add an Image to the Document Template
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning, building customer…
Continue readingDynamic Blocks in Task Description
Today we’re going to talk about a powerful feature in Planfix for automating your business processes – dynamic blocks in task descriptions. This feature is available to all paid account holders. What…
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 readingWhat’s New in Planfix: January
Task Print Settings We’ve made printing tasks more efficient by allowing you to pick specific options such as “Description,” “Title,” “Status,” and “Assigner and Creation Date” as separate options. As…
Continue reading