Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
The construction industry is one of the most complex and demanding sectors, requiring meticulous planning, coordination, and execution. With multiple stakeholders, tight deadlines, and ever-changing project requirements, managing construction projects…
Continue readingVersion 0.67 of our App for iOS and Android Is here! Here’s what’s new for our tech-savvy crowd: Update now and let us know what you think! iOS: https://apps.apple.com/us/app/id1475346366Android: https://play.google.com/store/apps/details?id=com.planfixng New Video:…
Continue readingCustomer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry, sluggish response times, and generic customer interactions that…
Continue readingPlanfix’s AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual, and professional. This powerful tool addresses the growing challenge of…
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 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…
Continue readingGrouping 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 more like a personal recommendation…
Continue readingProject management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2024, keeping up with the latest trends…
Continue readingKeeping track of time is a key part of making project management work smoothly. It helps teams handle resources better, streamline tasks, and make sure everything stays on schedule. But…
Continue readingYou already understand the importance of refined communication channels in business. To make timely and informed decisions, you must stay up-to-date and connected with your colleagues and customers. Forwarding notifications…
Continue readingRecently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingThroughout March, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay tuned for the latest…
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