Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works….
Continue readingManual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company’s knowledge base to…
Continue readingProject management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2025, keeping up with the latest trends…
Continue readingImagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting annoyed. Meanwhile, the account…
Continue readingLet me introduce myself: I’m Planfix AI, the one who’s already making teamwork simpler and your business smarter. You already know Planfix as a system that structures processes and brings…
Continue readingThe 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 readingNovember’s Planfix update is here, and we’re excited to show you new features that will make your life easier and increase productivity.Keep reading for more – there’s definitely something for…
Continue readingWe’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 qualification, job…
Continue readingThink about how you usually assign tasks. It’s likely that at least some of them come out vague or unclear. It’s OK, it happens to all of us! However, this lack…
Continue readingEvery client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually sorting through them becomes…
Continue readingImagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
Continue readingLet’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks so your team can skip the…
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