What’s New in Planfix: April 2026
April’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 readingTasks
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Software for E-commerce Business
The right technology stack is crucial for e-commerce success, often more important than products or pricing alone. E-commerce businesses need integrated software to manage inventory, track customer interactions, automate marketing,…
Continue readingHow to Integrate Courier Software with CRM to Automate Order Processing
When courier teams grow beyond a few drivers, “order processing” turns into repetitive manual work: copying addresses, confirming time windows, assigning couriers, updating customers, and reconciling proof of delivery with…
Continue readingIntegrating Courier Software with Online Stores and Marketplaces for Automatic Order Creation
If you run deliveries at scale, manual order entry is one of the fastest ways to lose money: dispatchers retype addresses, miss phone numbers, misread COD amounts, and waste time…
Continue readingPlanfix AI Agents: Revolutionizing Your Workflow with Intelligent Automation
Let 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 readingWhat’s New in Planfix: January- February 2026
January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…
Continue readingTurn TikTok Leads into CRM Deals
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 their details in seconds. But for…
Continue readingTop CRM Systems for Residential Cleaning: Full Comparison of Features and Pricing
Residential cleaning companies outgrow spreadsheets quickly once they start managing recurring visits, multiple teams, and demanding homeowners. A fit‑for‑purpose CRM keeps jobs on schedule, crews accountable, and margins predictable instead…
Continue readingHow Sales Managers Can Use AI Call Analysis for Quick Reviews
Your sales teams get a ton of calls every day. So, how do you spot who’s selling effectively and where money is being lost without sitting in on every call…
Continue readingHow to Manage Multiple Projects Effectively
Picture this: It’s Monday morning, and you’re staring at your computer screen with a growing sense of dread. Project A needs a status update for the executive team, Project B’s…
Continue readingPlanfix AI Bots Automate Routine Workflows
In today’s rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are discovering that routine, repetitive tasks are silently draining productivity and…
Continue readingWhat’s New in Planfix: December 2025
Throughout December 2025, 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…
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