TOP 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 readingMigration to Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Import Related Tasks from Microsoft Project into Planfix
We’ve integrated Planfix with Microsoft Project. Microsoft Project information optimizes workflow efficiency, ensuring a smoother transition between systems while leveraging Planfix’s additional functionalities for improved project handling. Now, let’s take…
Continue readingBest Project Management Software in 2024
Project management software allows you to plan projects easily, assign tasks according to the team’s workload, keep track of meeting the set timelines, minimize employee overload, and meet deadlines. There…
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…
Continue readingMigration From Trello to Planfix
Planfix is introducing another new feature. We’ve added “Import data from other services” to the “Integrations” section. As of now, this includes an option to import from Trello. Whether you migrate from this…
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