Planner+ is a software package that allows you to manage all your sales, customer service and marketing activities, from resource planning to after-sales issues. This is the best software for SMBs. This software is web-based SaaS and has the ability to run in the cloud, it can also be installed and run on Android operating system smart mobile phones, iPad tablets, iPhone mobile phones and operating system PCs. It's Windows.
Support for Planner+ users is done by calling the support staff, the help section of the software, exchanging emails with the software support department. Users learn how to work with this software through in-person and online training services. The user can also learn more about working with the software by reading the educational documents that come with the software.
Planner+ has a free trial version that the user can use to test the software and, if satisfied, purchase the original version. Stay in the center of all activities with: Quick search in the phone book. Document archive. History of all interactions between companies and customers. Import entities in sync with other management software. Accounting status management. schedule. White board. management control. Investigate the time costs of specific projects and order management functions. The speed of inserting the final balance of the works. Comprehensive report. ERP management software. contract management. Make an appointment. Final balance interventions. Integration with business processes.
Planner+ features include: alerts and notifications, invoicing, calendar management, calendar synchronization, calendar and reminder system, contract and license management, CRM, customer database, document storage, workforce scheduling, inventory management, customer qualification,
Mobile access, order management and project management.
Additional features of Planner+ include: Purchase Order Management, Purchase & Receipt, Quotes & Estimates, Reminders, Reporting & Statistics, Scheduling, Third Party Integration, Time & Expense Tracking, Time Tracking, Sheet Management Time, Vacation & Leave Tracking, and Warehouse Management.
With Planner+ you manage sales processes, from business opportunities to invoicing. By adopting a database to track business opportunities, you will not miss any business activity. Each operator can unlock and allocate opportunities to a supplier, taking advantage of cross-departmental integration.