CRM for logistics is specifically designed for freight forwarding and transport companies to help you optimize processes and enhance work efficiency. Monitor profits, manage shipments, improve communication with clients and carriers, handle all...Further
The “Accounting for income and expenses” setup is a ready-made solution provided by Planfix that assists you in tracking your company’s income and expenses using a range of parameters. Streamline your project management with clear...Further
Often, not all employees in the company actively work with the chronicle. It is very easy to miss a message on a task where you are not the executor, but there they are directly waiting for an answer from you. They wait and cannot work further until...Further
Assess the effectiveness of business operations Observe the workflow speed of your team members Identify the causes of task rejections Monitor tasks that are past their due dates Features configuration Evaluate each employee’s performance by...Further
Opportunities Fix managerial situations: violations of rules and agreements Monitor the overall situation of the department using a special dashboard An employee can file an appeal if he does not agree with how his manager analyzed the management...Further
During the installation process, you define the stages of approval and the employees who can perform approval at each of the stages. The configuration can be set several times and generate several approval templates, with different stages, for...Further
Tasks often end up scattered across various platforms, including messaging apps, notes, emails, or even just in people’s minds, leading to a lack of visibility over the overall situation. Consequently, employees spend most of their time on...Further
The “Company Library” configuration allows you to keep a record of books on hand and transfer knowledge in the company. You can keep books as tasks, keep track of who borrowed which books and when, and get feedback on the books...Further
Searching for an efficient way to handle correspondence and orders from various sources in one location? Our new pre-built configuration enables you to merge sales and order processing into a single workspace, streamlining the following...Further
