What’s New in Planfix: March 2026
March may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more. Planfix…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Integrate Courier Software with CRM to Automate Order Processing
When courier teams grow beyond a few drivers, “order processing” turns into repetitive manual work: copying addresses, confirming time windows, assigning couriers, updating customers, and reconciling proof of delivery with…
Continue readingWhat’s New in Planfix: June 2025
Throughout June, 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 tuned for the latest…
Continue readingWhat’s New in Planfix: April 2025
April may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even more. REST…
Continue readingUsing the Knowledge Base in Planfix: How to Set It Up with Objects
Have you ever found yourself desperately needing information, only to find it buried in a million Slack messages, outdated Google Docs, or — worst of all— in the brain of…
Continue readingWhat’s New in Planfix: February 2025
The February 2025 Planfix update is here, and we’re excited to introduce new features that will make your life easier and boost productivity. Keep reading to learn more – there’s…
Continue readingWhat’s New in Planfix: November 2024
Throughout November, 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 tuned for the latest…
Continue readingHow 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…
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