Fast Contract Automation in Planfix CRM
When it’s time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying customer details,…
Continue readingReports in Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How Everything Connects in Planfix: Step-by-Step Setup of a Simple Process
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works….
Continue readingHow Everything Connects in Planfix: From Custom Fields to Reports
If you’re just getting started with Planfix, terms like “data tags,” “objects,” and “directories” might sound better suited to accountants, system administrators, or people who genuinely enjoy spreadsheets. The good…
Continue readingHow to Create a Pie Chart in Excel: 7 Easy Steps
Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you’re preparing a report, you often need a way…
Continue readingDashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingWhat’s New in Planfix: July 2026
July’s Planfix update is here, and we’re excited to show you new features that will make your life easier and increase productivity.Keep reading for more – there’s definitely something for…
Continue readingHow to Track Project Milestones and Prevent Missed Deadlines
Project milestones are checkpoints that show whether or not a project is progressing on schedule. To prevent missed deadlines, teams should define milestones before work begins. This includes assigning an…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is…
Continue readingWhat’s New in Planfix: June 2026
June 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. Scripts…
Continue readingUnderstanding Event Management Software: A Comprehensive Guide
Event planning requires juggling multiple tasks, from coordinating vendors to tracking budgets and engaging attendees. Event management software simplifies these processes by providing a centralized platform to streamline logistics, automate…
Continue readingAgile Tools For Project Management
Agile isn’t just a buzzword anymore – it’s how modern teams ship faster, adapt quicker, and keep stakeholders happy. But without the right agile tools, sprints turn chaotic, backlogs get…
Continue readingBest 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…
Continue reading