What’s New in Planfix: November 2024
Significant Updates to the Planfix Billing System We recently announced some changes to our billing system and got great feedback from you. Thanks for the help! You pointed out a…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered! There are two…
Continue readingHow to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingHow to Set Up a Classic CRM in Planfix
Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out…
Continue readingPrinting Industry Case: Order Buffer for Plotter Operation
This case study is relevant to print shops, textile companies, and other production businesses. It explores modern technologies for optimizing processes, enhancing product quality, and reducing costs. We will focus…
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 readingSetting Up a Booking System in Planfix: 2 Case Studies
Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first described a resource management case…
Continue readingObjects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
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