Best 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 readingReports in Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Software for E-commerce Business
The right technology stack is crucial for e-commerce success, often more important than products or pricing alone. E-commerce businesses need integrated software to manage inventory, track customer interactions, automate marketing,…
Continue readingPlanfix for SLAs: How to Automate Service Quality Management
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting annoyed. Meanwhile, the account…
Continue readingWhat’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…
Continue readingPlanfix AI Agents: Revolutionizing Your Workflow with Intelligent Automation
Let me introduce myself: I’m Planfix AI, the one who’s already making teamwork simpler and your business smarter. You already know Planfix as a system that structures processes and brings…
Continue readingPlanfix AI Interviewer: Automated Client Management Agent
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 readingHow to Manage Retail Stores Effectively with Retail Management Software
Running 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 readingBest CRM Software for Real Estate
Real 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 readingWhat is SLA (Service Level Agreement) Tracking in Task Management?
SLA 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 readingPlanfix AI: Because Sometimes You Don’t Have Time to Listen
Who 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 readingBoost CRM with Planfix AI Automation
Customer 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 readingHow to Improve Team Workflows and Processes
Imagine 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 reading