Planfix AI Agents: Automate Tasks with AI in CRM
While 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…
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Best Construction Project Management Software
The 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 readingWhat’s New in Planfix: July – August 2025
Version 0.67 of our App for iOS and Android Is here! Here’s what’s new for our tech-savvy crowd: Update now and let us know what you think! iOS: https://apps.apple.com/us/app/id1475346366Android: https://play.google.com/store/apps/details?id=com.planfixng New Video:…
Continue readingBoost CRM with Planfix AI Automation
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry, sluggish response times, and generic customer interactions that…
Continue readingAI Email Assistant Planfix for Automated Replies
Planfix’s AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual, and professional. This powerful tool addresses the growing challenge of…
Continue readingHow Planfix AI Handles First-Line Inquiries
Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually sorting through them becomes…
Continue readingWorkflow Automation Use Cases
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks so your team can skip the…
Continue readingCustomer Base Segmentation: Boosting Sales and Strengthening Loyalty
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel more like a personal recommendation…
Continue readingProject Management Trends in 2025
Project management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2024, keeping up with the latest trends…
Continue readingTime Tracking in Project Management
Keeping track of time is a key part of making project management work smoothly. It helps teams handle resources better, streamline tasks, and make sure everything stays on schedule. But…
Continue readingSetting Up Planfix Notifications in Telegram
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
Continue readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
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