How 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 readingReports in Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
What’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 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 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 readingBest 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 reading