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 readingSMB Solutions
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Project Management Software in 2026
Planfix > Industry Insights > Best Project Management Software in 2026 Project management software allows you to plan projects easily, assign tasks according to the team’s workload, keep track of meeting the set timelines,…
Continue readingTOP CRM Software Tools and Systems in 2026
The main goal of any CRM is to bring an entire sales chain together in one system, from order receipt to shipping to closing financial documents. But often we also…
Continue readingTop 20 Project Management Methodologies to Use in 2026
A project management methodology refers to a structured approach used to guide the planning, execution, monitoring, and closure of projects. PM methodology contains a set of principles, processes, techniques, and…
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 Choose the Best Project Management Software for Small Businesses?
Efficient project management is essential for the success of any business. It serves as a blueprint that navigates the specifics of tasks and ensures effective completion. However, a 2020 study…
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 readingHow to Choose Task Management Software for Small Business?
In today’s dynamic business landscape, effective task management systems are crucial, especially designed for small businesses that depend on smooth task coordination. As businesses evolve, the demand for robust task…
Continue readingCRM for Small Business: Benefits and Features to Look For
LinkedIn claims the world’s CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned market will grow…
Continue reading