What’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 readingTasks
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Turn 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…
Continue readingPlanfix AI Interviewer: Automated Client Management Agent
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where someone writes to you, but…
Continue readingWhat’s New in Planfix: November 2025
November’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 readingHow to Manage Retail Stores Effectively with Retail Management Software
Running a retail business is no small feat – balancing inventory, staff, customers, and sales channels requires precision and adaptability. Effective retail management is the key to streamlining operations and…
Continue readingHow to Use CRM for Real Estate: A Comprehensive Guide
Real estate professionals juggle countless tasks, from nurturing leads to closing deals, all while maintaining strong client relationships. A CRM system in real estate can streamline these processes, saving time…
Continue readingAutomate Leads Qualification with Planfix AI
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 qualification, job…
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