How to Track Team Efficiency
Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way that helps?…
Continue readingMarketing Project Management
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
What Are the Three Main Types of Project Management Software?
Project management software has become an essential tool for businesses of all sizes. Effective project management is crucial for the success of any organization, ensuring that projects are completed on…
Continue readingWhat Are the Benefits of a CRM?
Customer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business landscape. Due to its numerous benefits, CRM systems have become a crucial part…
Continue readingScheduled Reports: Efficiently Manage Task Completion
Today, 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 readingNew Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
Continue readingPlanfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including customer support requests, ideas,…
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