What’s New in Planfix: May 2025
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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
SaaS: Modern Trends and Business Benefits in 2025
Let’s face it — in today’s fast-paced digital world, no one has time for clunky systems or surprise IT bills. Businesses want fast, flexible tools that don’t break the bank….
Continue readingWhat’s New in Planfix: April 2025
April 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 more. REST…
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 readingWhat’s New in Planfix: March 2025
Throughout 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 readingHow to Do Process Mapping: Guide and Examples
Process mapping is a powerful way to get a clear picture of how work flows through your company. Think of it as creating a roadmap that shows exactly how things…
Continue readingTop Task Management Software Tools in 2025
Task management offers numerous benefits whether you’re working collaboratively or on your own. A variety of task management programs are available to optimize your workflow, ranging from traditional calendars and…
Continue readingPlanfix Opens New Horizons: Communicate With Clients in Any Language
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your customers. Using this state-of-the-art…
Continue readingTOP CRM Software Tools and Systems in 2025
The main goal of any CRM is to bring an entire sales chain together in one system, from order receipt to shipping to closing financial documents. But often we also…
Continue readingHow to Choose the Right Google Calendar for Syncing with Planfix
Managing your time and tasks in Planfix is like having a personal assistant on speed dial. The best part? This assistant never takes a break! With built-in calendars, Planfix makes it easy…
Continue readingHow to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingHow 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…
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