Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Running a retail business is no small feat – balancing inventory, staff, customers, and sales channels requires precision and adaptability. Effective retail management is the key to streamlining operations and…
Continue readingReal estate professionals juggle countless tasks, from nurturing leads to closing deals, all while maintaining strong client relationships. A CRM system in real estate can streamline these processes, saving time…
Continue readingOctober 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. Easier…
Continue readingNothing is more frustrating than when a great lead disappears between a message and a spreadsheet. But with the TikTok Lead Generation integration in Planfix, that can be a problem…
Continue readingStaying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal appointments, and sudden changes, relying on memory or a paper planner often isn’t…
Continue readingCustomer 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 readingPlanfix’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 readingKeeping up with your schedule these days can be a real challenge. With meetings, deadlines, personal tasks, and last-minute surprises, it’s easy to feel overwhelmed. That’s where daily planner apps…
Continue readingSetting and tracking goals is essential for success, personal and professional growth, yet keeping track of them can often feel overwhelming. Whether you’re aiming to boost productivity, manage a team,…
Continue readingEvery 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 readingImagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
Continue readingManaging projects effectively is a cornerstone of success for businesses, freelancers, and teams of all sizes. Whether you’re launching a startup, coordinating a team, or juggling multiple client tasks, having…
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