Planner + Review

Planner + is a business management software that helps simplify sales tracking, resource planning, customer service management, and marketing operations. It allows professionals to resolve post-sales issues, generate custom reports, archive files, and synchronize data between systems. It manages collaboration, data acquisition, activity tracking, attendance monitoring, calendar management, and staff scheduling.
Planner + offers several features such as data visualization, mobile access, project time tracking, automatic reminders, secure data storage, analytics, and more. It allows administrators to capture and store the history of all customer interactions in a centralized repository. In addition, companies can integrate the system with several third-party platforms, enabling them to send and receive data between systems.

PLANNER + – FEATURES

• Quick contact search: easily find contacts within the directory.
• Document archive: store and organize company files.
• Customer interaction history: track every interaction between company and client.
• Data import: synchronize entities with other management software.
• Accounting management: monitor financial situations and balances.
• Workflow automation: generate automatic activity sequences.
• Automatic invoice generation: issue invoices at the due date.
• Bulk renewal management: renew multiple schedules simultaneously.
• Rate adjustments: adapt prices based on ISTAT index changes.
• Contract document creation: generate contracts using Word templates.
• Document storage: manage and archive files securely.
• Due date reporting: monitor payment deadlines.