TOP CRM Software Tools and Systems in 2025
The main goal of any CRM is to bring an entire sales chain together in one system, from order receipt to shipping to closing financial documents. But often we also…
Continue readingTemplates
Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
Enjoy Seamless Workflow with Temporary Replacements
Vacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging. Ultimately, the key…
Continue readingAdvantages of Task Management Software
Task management systems are indispensable tools that allow you to organize and manage your workload efficiently. Task management software offers several advantages, including a more effective workflow and higher productivity. In this article, we…
Continue readingObjects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Continue readingNew Action in Automated Contact Scripts: Create a Project from a Template
“Make everything as simple as possible, but not simpler.” Albert Einstein Project templates are specific Planfix objects that simplify and accelerate the workflow within any company. The new feature will be…
Continue reading