Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
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 readingYour 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 readingPicture 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 readingIn 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 readingThroughout 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 readingWe’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 readingNovember’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 readingRunning 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 readingReal 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 readingWe’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 readingReal 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 readingWhile 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…
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