Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered! There are two…
Continue readingDoes your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out…
Continue readingBuilding 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 readingCustomer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business landscape. Due to its numerous benefits, CRM systems have become a crucial part…
Continue readingCompanies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But whether it’s scaling up the business, organizing and storing data, sorting out team…
Continue readingCRM is a powerful tool to improve a company’s customer loyalty and secure a sustainable competitive advantage. Through a blend of people, practices, and technology, enterprise customer relationship management (CRM)…
Continue readingAutomated invoice issuing can be useful in companies that work with subscription-based clients, where standard invoices are issued monthly. After all, no one really likes doing that routine monkey work…
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