Turn TikTok Leads into CRM Deals
It’s frustrating when a great lead disappears between a message and a spreadsheet. With the TikTok Lead Generation integration in Planfix, that won’t happen again. Every lead from your TikTok…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best Calendar Apps
Staying organized is more challenging than ever in today’s fast-paced world. Between back-to-back meetings, project deadlines, personal appointments, and sudden changes, relying on memory or a paper planner often isn’t…
Continue readingWhat is SLA (Service Level Agreement) Tracking in Task Management?
SLA tracking in task management means turning service promises into measurable targets and then monitoring every task against those targets. Instead of saying “as soon as possible,” you define exactly…
Continue readingWhat is Role-Based Access Control (RBAC) in Project Management Tools?
RBAC (role-based access control) is an authorization model where permissions are attached to roles that represent job functions, and users receive those permissions by being assigned to those roles. Instead…
Continue readingBest Construction Project Management Software
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 readingWhat’s New in Planfix: July – August 2025
Version 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 readingSend a Request to Planfix AI
Think about how you usually assign tasks. It’s likely that at least some of them come out vague or unclear. It’s OK, it happens to all of us! However, this lack…
Continue readingBest Free Gantt Chart Maker Software
Project management can feel overwhelming without the right tools, especially when timelines, dependencies, and team coordination come into play. Gantt chart software — an essential tool for project management, helping…
Continue readingWhat’s New in Planfix: May 2025
May’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…
Continue readingRFM Analysis in Planfix: How to Identify Your “Golden” Customers
If you want to run a successful business, segmenting your customer base is one of the most powerful tools at your disposal. I mean, wouldn’t it be great if you…
Continue readingDocument Management in Planfix: How to Store, Control, and Organize Your Files
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in all shapes and sizes, which can make them hard to manage. But what…
Continue readingPlanfix Opens New Horizons: Communicate With Clients in Any Language
We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your customers. Using this state-of-the-art…
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