What’s New in Planfix: January- February 2026
January and February 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…
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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 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 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 readingOrganize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use of reference directories. Planfix directories are similar to other systems but have additional…
Continue readingIssuing Invoices on a Schedule
Automated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really likes doing that routine monkey work…
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