Fast Contract Automation in Planfix CRM
When it’s time to prepare a contract, teams often spend way too much time on repetitive manual work. This can include everything from opening an old file, copying customer details,…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
How to Create a Pie Chart in Excel: 7 Easy Steps
Excel makes it easy to store business data, but a spreadsheet full of numbers is not always easy to present. When you’re preparing a report, you often need a way…
Continue readingDashboards in Planfix: Get Key Metrics Right in Planner
Managing work without clear numbers is like steering a ship with the instruments painted over. To understand what is really happening, managers often have to piece the picture together manually….
Continue readingAI Knowledge Base in Planfix: Smart Assistant for Customer Answers
Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company’s knowledge base to…
Continue readingRecurring Tasks in Project Templates for Workflow Automation
Planfix now includes an option that completely changes how teams manage recurring processes. Simply add recurring tasks directly to project templates, and the system will automatically launch them at the…
Continue readingHow to Create a Successful CRM Strategy: Easy Steps
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is…
Continue readingWhat’s New in Planfix: May 2026
Throughout May, 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 latest…
Continue readingWhat’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 readingBest 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…
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