What’s New in Planfix: April 2024
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. New…
Continue readingIntegrations
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Does CRM Require a Big IT Investment?
Companies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But whether it’s scaling up the business, organizing and storing data, sorting out team…
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 readingWhat’s New in Planfix: February
Design Updates We jazzed up the reports with a fresh, trendy design: A New Planfix Mobile App 0.57 is Available What’s New: — You can now tag people (@name) in…
Continue readingTOP CRM Software Tools and Systems in 2024
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 readingMaps in Planfix
Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. You can do more than just…
Continue readingHow to Choose Task Management Software for Small Business?
In today’s dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination. As businesses evolve, the demand for robust task…
Continue readingCRM for Small Business: Benefits and Features to Look For
LinkedIn 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 readingWhat’s New in Planfix: October
Improved Editor Icons We’ve refreshed the editor icons and improved their display on various devices. Enhancing Planfix Appearance: Exciting Icon Changes We continue to actively work on the appearance of…
Continue readingEmail and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix
We 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 readingWhat’s New in Planfix: September
The 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 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…
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