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Multi-Planning

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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.

CRM view in multi-planning showing filtered entries
Find concrete CRM applications on our blog
See Examples

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
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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.
  • 30 minutes
You will learn how to :
  • Get your account configured - 0 waste of time
  • Your planning 100% operational
  • Pilot & centralize your team's schedule and agenda
  • Get instant answers to your questions
  • Offer 24/7 live bookings to your clients
We have helped over 600 companies, including:

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