Every day, I conduct consultations with potential clients. Regardless of whether a client chooses our services as a CRM integrator or decides to master Planfix on their own, the same question always arises: "How can I learn to work with Planfix?"

Even when we take full responsibility for the CRM implementation, I always emphasize: the client and their team must understand the basics. We always provide training on the specific functionality we have implemented for your company. However, my opinion is this: the training will be much more meaningful if your team independently masters the basic Planfix entities beforehand. This allows us to focus on your business efficiency rather than spending time on the basics.

Since Planfix was founded in 2010, an enormous amount of content has been created. To prevent you from getting lost in it, I have prepared a navigator: what to read and for whom.

1. "User" Level: If an Integrator Has Set Up Your System (or if you are just looking)

Even if you don't plan to become a technical specialist, understanding the basics is key to ensuring the CRM works for you, and not vice versa. Also, many people want to "play around" with the system on their own first to understand its logic before deciding whether to work with an integrator. This is also a great tactic.

If your goal is to understand the core of Planfix and its basic entities (tasks, projects, directories), your choice is the Planfix Academy.

For English-speaking users, Planfix Academy provides high-quality Text Materials: basic level guides with step-by-step instructions and detailed screenshots to help you navigate the system effectively.

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2. "Set It Up Myself" Level: If You Want to Become a Professional

If you plan to master the system deeply or even dream of becoming an integrator, there is no other way than the Planfix Help Center.

At ProcessFather, we have our own "Integrator School" and have experimented a lot with formats. Our verdict is clear: you can only train a master once they have studied the entire Help Center.

• Why text is the priority? Planfix evolves very quickly, and the Help Center is the only place where the information is always super fresh and complete.
• Knowledge Base: The Help Center is the foundation of your expertise. It contains the most detailed descriptions of all logic and features.

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3. When Is It Time to Stop and Call an Integrator?

You can create fields or a simple funnel on your own. But building a System is like building a house. You need to clearly understand the logic and architecture, where one action triggers a chain of 10 automatic events.

We know all the pitfalls, have many of our own integrations, and experience in dozens of different niches. If you face the task of automating your team's work, reaching out to professionals will save your resources significantly.

Simple math:

• A beginner in our school studies for 3 months.
• Then they work under a mentor's guidance for several more months before serving clients independently.
• We launch a project in an average of 2 weeks.

You can calculate for yourself how much time and budget you will save by contacting an integrator now. Planfix is a tool with limitless possibilities, and every user's path in it is unique. You can go through it yourself using the Help Center or leverage our experience for a fast start.

Ready for the next step?

• Join the queue for the next Integrator School intake if you want to build systems yourself.
• Book a demo if you need a ready-made "turnkey" business architecture.

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