How to Track Team Efficiency
Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way that helps?…
Continue readingSales & Logistics Automation
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
SaaS: Modern Trends and Business Benefits in 2025
Let’s face it — in today’s fast-paced digital world, no one has time for clunky systems or surprise IT bills. Businesses want fast, flexible tools that don’t break the bank….
Continue readingIT Trends 2025: Key Technologies Driving Business Growth
Technology never stands still. Every year, it surprises us with new possibilities and solutions. 2025 promises to be a particularly critical time for tech, with new and exciting IT trends…
Continue readingHow to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide
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 readingHow to Set Up a Classic CRM in Planfix
Does 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 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 readingWhat Are the Benefits of a CRM?
Customer 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 readingDoes CRM Require a Big IT Investment?
Companies 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 readingWhy is CRM Important for Enterprise?
CRM 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 readingIssuing Invoices on a Schedule
Automated 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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