What Is Task Management Software Used for?
In today’s fast-paced world, being good at using task management software can make a big difference. It helps you organize, prioritize, and keep track of your tasks to increase your…
Continue readingReports in Planfix
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Choose the Best Project Management Software for Small Businesses?
Efficient project management is essential for the success of any business. It serves as a blueprint that navigates the specifics of tasks and ensures effective completion. However, a 2020 study…
Continue readingWhy Is CRM Important for Small Businesses?
Navigating today’s highly competitive and fast-paced environment can be particularly challenging for small businesses. With limited resources and intense competition, small business owners must be flexible and respond quickly to…
Continue readingPlanfix Reports Modernization: New Interface and Variables
Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy access to data, analysis, and visualizations. Reports in Planfix Reports are…
Continue readingCan Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today’s fast-paced business world. This is where Customer Relationship Management (CRM) comes into play. CRM isn’t just a tool but a strategic…
Continue readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingWhy Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial for success. Customer Relationship Management (CRM) systems are pivotal in achieving this objective…
Continue readingWhat’s New in Planfix: February
Design Updates We jazzed up the reports with a fresh, trendy design: A New Planfix Mobile App 0.57 is Available What’s New: — You can now tag people (@name) in…
Continue readingWhat’s New in Planfix: December 2023 and January 2024
The Design of the File Upload Window Has Been Updated A handy tag shows the number of files you’ve added, plus there’s an option to delete them all in one…
Continue readingCRM for Small Business: Benefits and Features to Look For
LinkedIn claims the world’s CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned market will grow…
Continue readingScheduled Reports: Efficiently Manage Task Completion
Today, we’re pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If you’re wondering what this means, grab…
Continue readingWhat’s New in Planfix: June
New in Charts Charts make any Planfix report more transparent, so we’ve improved the “Funnel” chart. Now you can’t only group values by a single column of the report but…
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