Best Online Collaboration Tools
Remote and hybrid teams often juggle multiple apps just to stay aligned – messages disappear in chat threads, files get buried, and decisions drag across endless email chains. The right…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Integrating Courier Software with Online Stores and Marketplaces for Automatic Order Creation
If you run deliveries at scale, manual order entry is one of the fastest ways to lose money: dispatchers retype addresses, miss phone numbers, misread COD amounts, and waste time…
Continue readingBest Practices for Enabling Automatic Delivery Notifications to Reduce Customer Support Calls
Customer support calls in courier and last‑mile businesses are dominated by a few predictable questions: “Where is my order?”, “When will it arrive?”, “Why did it fail?”, and “Can you…
Continue readingAutomating Courier Routes: How Delivery Software Optimizes Routes Using Real-Time Traffic Data
Courier operations don’t fail because dispatchers can’t build routes. They fail because routes become wrong minutes after they’re built: congestion appears, accidents block arteries, customers change availability, and new same-day…
Continue readingWhat’s New in Planfix: December 2024 – January 2025
Throughout December 2024 – January 2025, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay…
Continue readingSetting Up Planfix Notifications in Telegram
You already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
Continue readingHow To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as: Meanwhile,…
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: December
Task Name in the Link We’ve taught Planfix to pull in the name of a task when a link to it is added. Now you won’t have to go to…
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