How 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How 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…
Continue readingBest CRM Software for Real Estate
Real estate professionals need tools that simplify client management, streamline transactions, and boost efficiency. Whether you’re an agent, broker, or part of a development team, choosing the best CRM software…
Continue readingPlanfix AI Agents: Automate Tasks with AI in CRM
While some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking…
Continue readingTurn TikTok Leads into CRM Deals
Nothing is more frustrating than when a great lead disappears between a message and a spreadsheet. But with the TikTok Lead Generation integration in Planfix, that can be a problem…
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