TOP 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Top 20 Project Management Methodologies Overview
A project management methodology refers to a structured approach used to guide the planning, execution, monitoring, and closure of projects. PM methodology contains a set of principles, processes, techniques, and…
Continue readingWhat Are the Benefits of Project Management Software?
Effective project management is essential for profitable operations and efficient business scaling. It ensures that teams complete projects on time, stay within budget, and meet high business standards. Project management…
Continue readingDoes 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 readingWhy Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial for success. Customer Relationship Management (CRM) systems are pivotal in achieving this objective…
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 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…
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