{"id":5918,"date":"2024-10-03T14:20:49","date_gmt":"2024-10-03T12:20:49","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=5918"},"modified":"2025-12-22T16:28:44","modified_gmt":"2025-12-22T15:28:44","slug":"how-to-set-up-a-classic-crm-in-planfix","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/how-to-set-up-a-classic-crm-in-planfix\/","title":{"rendered":"How to Set Up a Classic CRM in Planfix"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/gf\/eS5w9K.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-types-of-crm-systems\">Types of CRM Systems<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-what-benefits-does-a-crm-offer-your-company\">What Benefits Does a CRM Offer Your Company?<\/a><\/li><li><a href=\"#aioseo-how-to-set-up-a-crm-system-in-planfix\">How to Set Up a CRM System in Planfix<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-example-how-to-set-up-a-crm-in-planfix\">Example: How to Set Up a CRM in Planfix<\/a><\/li><li><a href=\"#aioseo-additional-stage-setup\">Additional Stage Setup<\/a><\/li><li><a href=\"#aioseo-what-else-can-planfix-do\">What Else Can Planfix Do?<\/a><\/li><\/ul><\/div>\n\n\n\n<p>Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up one morning to find out all of your customers have gone to your competitors. But don&#8217;t worry, there\u2019s a solution: a classic&nbsp;<a href=\"https:\/\/planfix.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>&nbsp;system&nbsp;(Customer Relationship Management) system that\u2019s fully integrated into Planfix and that can help you you and your team better keep track of all those crucial client communications.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-types-of-crm-systems\">Types of CRM Systems<\/h2>\n\n\n\n<p>If you\u2019ve ever dabbled in the world of CRM systems, you know that there are all sorts of different options out there. Of course, each of these systems has its own set of unique features. Depending on your goal, you can choose a CRM system that focuses only on projects, or one that optimizes everything from customer interactions to your internal workflows. Here are some of the most common types:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales CRM<\/strong> \u2013 This type of system helps manage and optimize your sales team.<\/li>\n\n\n\n<li><strong>Customer Service CRM<\/strong> \u2013&nbsp; These are systems designed for customer support and service management. They most focus on automating customer interaction.<\/li>\n\n\n\n<li><strong>Project CRM<\/strong> \u2013 Project CRMs combine the benefits of project management with customer relationship management.<\/li>\n\n\n\n<li><strong>Knowledge Management CRM<\/strong> \u2013 These are systems designed to organize and manage the process of knowledge collection and sharing within a company.<\/li>\n\n\n\n<li><strong>Social CRM<\/strong> \u2013 Social CRMs are built for managing communication strategies with customers through social media.<\/li>\n\n\n\n<li><strong>Customer Loyalty Management<\/strong> \u2013 As the name implies, these are business systems designed to manage customer loyalty.<\/li>\n<\/ul>\n\n\n\n<p>Whatever their specialization, CRMs can make running a business much easier. However, the real trick is finding the one that fits your unique business goals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-what-is-a-classic-crm-system\">What is a Classic CRM System?<\/h3>\n\n\n\n<p>First things first: a CRM system is software that helps you manage your customer relationships. It tracks every interaction, from the first hello to repeat purchases (and even provides post-purchase support). The main goal of a CRM is to streamline customer management, increase sales, and improve service. In fact, a good CRM can supercharge both customer loyalty and business growth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-how-to-choose-the-right-crm-system\">How to Choose the Right CRM System<\/h3>\n\n\n\n<p>Choosing a CRM system can feel like buying your first home\u2014 you want something that not only fits your needs, but that can grow with you and your family. Here\u2019s a simple guide to help you find the perfect CRM for your business:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Determine your business goals. What do you want to achieve?<\/li>\n\n\n\n<li>List key&nbsp;<a href=\"https:\/\/planfix.com\/features\/tasks\/\" target=\"_blank\" rel=\"noreferrer noopener\">tasks<\/a>. Which processes will be transferred to the system?<\/li>\n\n\n\n<li>Plan structure and relationships. How will teams and departments work together?<\/li>\n\n\n\n<li>Decide on essential features. What can\u2019t you live without?<\/li>\n\n\n\n<li>Check for integrations. Make sure it works well with your current tools.<\/li>\n\n\n\n<li>Check scalability and adaptability. Can it grow with you?<\/li>\n\n\n\n<li>Look at the pricing. Make sure your new tool fits your budget. &nbsp;<\/li>\n<\/ol>\n\n\n\n<p>Still trying to figure it out? We have some good news &#8211; we\u2019ve done some legwork for you! In fact, you can check out our comprehensive list of the\u00a0<a href=\"https:\/\/planfix.com\/blog\/industry-insights\/top-crm-software-tools-and-systems-in-2025\/\" target=\"_blank\" rel=\"noopener\" title=\"\">TOP CRM Software Tools and Systems<\/a> to help narrow your choices.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-what-benefits-does-a-crm-offer-your-company\">What Benefits Does a CRM Offer Your Company?<\/h2>\n\n\n\n<p>Introducing a CRM is about more than just keeping track of customer data. If used properly, it can open the door to greater efficiency, better workflows, and more automation. For instance, the right CRM can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Help you understand your customers better (no more guessing games).<\/li>\n\n\n\n<li>Increase sales (who doesn\u2019t want that?).<\/li>\n\n\n\n<li>Improve team collaboration (because we all love a smooth process).<\/li>\n\n\n\n<li>Help your business grow (without losing control).<\/li>\n\n\n\n<li>Speed up internal communication (no more waiting days for an email response).<\/li>\n\n\n\n<li>Secure customer data (keep those hackers at bay).<\/li>\n\n\n\n<li>Improve reporting and data visualization (make sense of those numbers).<\/li>\n\n\n\n<li>Centralize and organize information (put an end to scattered spreadsheets).<\/li>\n\n\n\n<li>Automate repetitive tasks (save brainpower for more important things).<\/li>\n\n\n\n<li>Seamlessly integrate with other systems (because no one has time for manual data entry).<\/li>\n<\/ul>\n\n\n\n<p>And these benefits are just the tip of the iceberg! in fact, if you want to dive deeper into the benefits of&nbsp;CRM customization&nbsp;and integration and , check out this article: <a href=\"https:\/\/planfix.com\/blog\/industry-insights\/what-are-the-benefits-of-a-crm\/\" target=\"_blank\" rel=\"noopener\" title=\"What Are the Benefits of a CRM?\">What Are the Benefits of a CRM?<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-how-to-set-up-a-crm-system-in-planfix\">How to Set Up a CRM System in Planfix<\/h2>\n\n\n\n<p>Setting up a CRM system may sound like a big task, but with the proper steps, it\u2019s a piece of cake. Here\u2019s a closer look at the process.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Map out the customer journey. This allows you to get a better understanding of how your customers interact with your company from start to finish.<\/li>\n\n\n\n<li>Define your business processes.<\/li>\n\n\n\n<li>Customize Planfix to your needs.<\/li>\n\n\n\n<li>Import your customer data. This ensures you start off with all your existing data in one place.<\/li>\n\n\n\n<li>Integrate tools and automate processes.<\/li>\n\n\n\n<li>Add users and set permissions.<\/li>\n<\/ol>\n\n\n\n<p>If you follow these steps, you&#8217;ll have a CRM system that works like a dream in no time! Now, let\u2019s look at those steps in a little bit more detail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-map-your-customer-journey\">Map Your Customer Journey<\/h3>\n\n\n\n<p>Before you start setting up your&nbsp;CRM customization, you need to understand how your customers interact with your company. What does their journey look like? What happens between the initial inquiry and closing the deal? This journey map will help you determine where CRM can step in and do the work for you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-define-your-business-process\">Define Your Business Process<\/h3>\n\n\n\n<p>Every business is unique. For instance, how do you handle leads, deals, and employees? You\u2019ll want to take the time to define this process before you transfer everything to Planfix. The better you know your workflow, the smoother your digital transition will go.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-customize-planfix-for-your-business\">Customize Planfix for Your Business<\/h3>\n\n\n\n<p>Don\u2019t be afraid to get creative with Planfix. We\u2019ve made it easy for you to set up CRM custom fields, customer cards, workspaces, and more to track the most important details. Whether it\u2019s customer orders or team workflows, you\u2019ll have everything under control.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-import-customer-information\">Import Customer Information<\/h3>\n\n\n\n<p>With your structure set, it\u2019s time to transfer customer data into Planfix. When you\u2019re done, you\u2019ll be able to store all your info in one place to access it at the touch of a button. No more hunting through multiple systems!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-integrate-your-tools-and-automate-manual-processes\">Integrate Your Tools and Automate Manual Processes<\/h3>\n\n\n\n<p>Planfix works with a wide variety of tools \u2014 messengers, email, or the CRM you choose. You can even automate tasks that used to take too much time. Imagine that &#8211; all your favorite tools in one place!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-add-users-and-set-permissions\">Add Users and Set Permissions<\/h3>\n\n\n\n<p>We know collaboration is key! That\u2019s why Planfix allows you to give specific access to team members based on their roles. Need someone to see customer data but not internal files? No problem. You\u2019re in control.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-example-how-to-set-up-a-crm-in-planfix\">Example: How to Set Up a CRM in Planfix<\/h2>\n\n\n\n<p>Maybe you want to set up a classic CRM for processing customer requests. First, you need to add these requests to Planfix. Simply go to &#8220;Account Management&#8221; and create an &#8220;<a href=\"https:\/\/planfix.com\/blog\/tips\/objects-the-universal-planfix-unit\/\" target=\"_blank\" rel=\"noreferrer noopener\">Object<\/a>&#8221; to handle them for you:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/cP\/njJZyG.png\" alt=\"Adding Objects to Planfix\" title=\"Adding Objects | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>You can configure the details in the Object Card \u2014 give it a name using variables and assign employees to process the requests:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/nm\/11Uak2.png\" alt=\"Editing Object in Planfix\" title=\"Customize Future Applications in the Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Next, head to the &#8220;Status Set&#8221; tab and add the required levels for processing the requests:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Mb\/UeHGXs.gif\" alt=\"Adding Statuses to the Object\" title=\"Adding Stages for the Application | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Once you\u2019ve set up the stages, you can create a Kanban board with a single click:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/7n\/qzt8xW.png\" alt=\"Creating a Kanban in the Object\" title=\"Creating a Kanban in the Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>When you\u2019re done, your Kanban board will look something like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/C3\/dNZLc7.png\" alt=\"Kanban View in Planner\" title=\"Kanban View in Planner | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-additional-stage-setup\">Additional Stage Setup<\/h2>\n\n\n\n<p>You can set up an automatic reassignment if another employee or team is responsible for a certain stage. Here\u2019s how it works:<\/p>\n\n\n\n<p>Go to the stage settings in the&nbsp;<a href=\"https:\/\/planfix.com\/features\/planner\/\" target=\"_blank\" rel=\"noreferrer noopener\">Planner<\/a>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/nd\/o6TeO9.png\" alt=\"Setting up Stages in the Planner\" title=\"Setting up Stages in the Planner | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Next, assign the employee or team responsible for this stage:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/WH\/f1Ftgt.png\" alt=\"Specifying an Executor in the Parameters\" title=\"Specifying an Executor in the Parameters | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>When the request moves to this stage, the assignee will change automatically\u2014no more manual reassignment.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/6p\/s5Hh1y.gif\" alt=\"Dragging the Application to Another Stage\" title=\"Dragging the Application to Another Stage | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>With Planfix, managing requests from different channels from one window is a breeze. For busy managers, this is a natural step forward.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-what-else-can-planfix-do\">What Else Can Planfix Do?<\/h2>\n\n\n\n<p>Of course, the benefits of Planfix don\u2019t stop there. You can also easily integrate it with&nbsp;<a href=\"https:\/\/planfix.com\/integrations\/social-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">popular social media platforms and messengers<\/a>&nbsp;and even receive requests from your website. It\u2019s like a well-oiled machine where all requests from different sources come together in one place. All you have to do is process them!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does your team ever miss out on important emails or scramble to reply to customer requests? When this happens to often, you might wake up&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[304,40,238,430,164,270],"class_list":["post-5918","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-automation","tag-crm","tag-integrations","tag-objects","tag-planner","tag-sales-and-logistics"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=5918"}],"version-history":[{"count":17,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5918\/revisions"}],"predecessor-version":[{"id":9148,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5918\/revisions\/9148"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=5918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=5918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=5918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}