Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but…
Continue readingRunning a retail business is no small feat – balancing inventory, staff, customers, and sales channels requires precision and adaptability. Effective retail management is the key to streamlining operations and…
Continue readingReal estate professionals need tools that simplify client management, streamline transactions, and boost efficiency. Whether you’re an agent, broker, or part of a development team, choosing the best CRM software…
Continue readingSLA tracking in task management means turning service promises into measurable targets and then monitoring every task against those targets. Instead of saying “as soon as possible,” you define exactly…
Continue readingWho has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button. You might not…
Continue readingCustomer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry, sluggish response times, and generic customer interactions that…
Continue readingImagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
Continue readingStaying ahead of the competition has never been more important, or more difficult. And if you really want your company to be more productive, you should start by identifying genuine…
Continue readingManaging projects effectively is a cornerstone of success for businesses, freelancers, and teams of all sizes. Whether you’re launching a startup, coordinating a team, or juggling multiple client tasks, having…
Continue readingTeam efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way that helps?…
Continue readingEver get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
Continue readingKeeping track of time is a key part of making project management work smoothly. It helps teams handle resources better, streamline tasks, and make sure everything stays on schedule. But…
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