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 readingSales & Logistics Automation
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
IT Trends 2026: Key Technologies Driving Business Growth
Technology never stands still. Every year, it surprises us with new possibilities and solutions. 2026 promises to be a particularly critical time for tech, with new and exciting IT trends…
Continue readingSaaS: Modern Trends and Business Benefits in 2026
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 readingHow to Integrate CRM in eCommerce Business
The competitive e-commerce landscape, delivering personalized customer experiences, has become essential rather than optional. This shift has accelerated the adoption of Customer Relationship Management (CRM) systems in online retail. CRM…
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 readingHow 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 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 reading