Objects: 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…
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Useful articles about project management, CRM, task and teamwork management on the Planfix Blog. Find out information about
TOP CRM Software Tools and Systems in 2024
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 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…
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