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Multi-Planning

Easy CRM (Customer Relationship Management) | Features

Event History

Leverage your customer data without hassle

CRM is integrated right from your planning activity. Built with simplicity in mind, you can follow-up time spent by your staff, or upcoming business opportunities.

Show, filter, and export your activity feed

Display all your organization events as a list, and leverage our smart filters to get insights.
  • Event List display

    Display your events as a list with all associated data.

  • Smart Filters

    Filter your data by period, by customer, by stakeholder, by activity ... and combine as many filters as you want. Get quick answers to your questions.

  • Sums & Totals

    Sum the overall turnover, number of customer contacts, number of achievements, working hours or events... and any additional numeric field.

  • Export Excel & CSV

    Export in an instant data that matters in XLS or CSV format, for further analysis on spreadsheet or send them to accounting.

Find concrete CRM applications on our blog

CUSTOMIZABLE FIELDS

Integrate your own fields for appointments, and search for them in the CRM: Reference number, etc ...

EXPORT & PRINTING

One-click PDF export, for printing or external sharing.

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Create your planning tailored to your activity. No credit card needed

The only customisable shared planning
with walk-through support & consulting.

Contents of our interactive training​

In this guided interactive session, one of our expert product consultant will guide you and adapt our workflow so you can extract the most value of our your Multi-Planning trial.
You will learn how to :
We have helped over 600 companies, including:

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