How 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Printing 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 readingCase Study: How to Set Up a Kanban Board in Planfix
New users unfamiliar with Planfix often wonder how to set up a Kanban-format task list assigned to a specific employee. Challenges for New Users At first glance, this seems like…
Continue readingWhat Are the Three Main Types of Project Management Software?
Project management software has become an essential tool for businesses of all sizes. Effective project management is crucial for the success of any organization, ensuring that projects are completed on…
Continue readingEnterprise Resource Management: Pre-booking Meeting Rooms
What is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating a company’s resources, such as finances, personnel, materials, and time. It is undoubtedly…
Continue readingScheduled Reports: Efficiently Manage Task Completion
I once had the opportunity to speak with an accountant named Irina. She provides accounting services for businesses and self-employed individuals, managing her workflow through Planfix. All communication occurs within…
Continue readingWhat’s New in Planfix: August
A New Planfix Mobile App 0.52 is Available What’s New: — You can now jump to an employee or contact card from all types of system and user fields in…
Continue readingPlanfix Content Plan
This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including customer support requests, ideas,…
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