Set up a Facebook Lead Ads CRM integration in Planfix without Zapier: connect your page, map form fields and get every lead as a task. Video guide.
We’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads…
A 1.5-minute video and steps: automate commercial proposals in Planfix, number deals automatically on a Kanban board and generate documents in one click.
Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.
Set up CRM workflow automation in Planfix: scripts email customers, update deal stages and alert managers; buttons replace manual chains. Watch the video.
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 the…
TikTok has become one of the fastest-growing lead generation channels for modern businesses. Ads perform well, forms convert instantly, and potential clients can leave…
Real estate professionals juggle countless tasks, from nurturing leads to closing deals, all while maintaining strong client relationships. A CRM system in real estate…
Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry…
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to fine-tune their marketing. That way, their campaigns feel…
2-minute video and steps: show task counts and totals in a Planfix planner list, sum a field for paid deals and cap how many cards a list accepts.
1-minute video and steps: use variables in task names in Planfix so every deal is created with its number already in the title, with no manual typing.
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
In Planfix, a deals pipeline is a planner, usually a Kanban board, where each deal is a task and moving it to the next stage changes its status. Leads from Facebook Lead Ads, TikTok lead forms, email and messengers become contacts and tasks automatically. These articles cover building the funnel and handling incoming requests.
