Automate 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 readingTasks
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Best 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…
Continue readingBest 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 reading