Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
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 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 readingKeeping 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 readingYou 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 readingRecently, 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….
Continue readingThroughout March, 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 the latest…
Continue readingThe easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as: Meanwhile,…
Continue readingLinkedIn 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 readingWe are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram, for example, about the…
Continue readingThe Direct Integration with WhatsApp Cloud API We’ve added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. A…
Continue readingToday, we’re pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If you’re wondering what this means, grab…
Continue readingSome features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking feature. Let’s look…
Continue reading