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.
Display your events as a list with all associated data.
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.
Sum the overall turnover, number of customer contacts, number of achievements, working hours or events... and any additional numeric field.
Export in an instant data that matters in XLS or CSV format, for further analysis on spreadsheet or send them to accounting.
Integrate your own fields for appointments, and search for them in the CRM: Reference number, etc ...
One-click PDF export, for printing or external sharing.
Create your planning tailored to your activity. No credit card needed
En 30 minutes, on paramètre Multi-Planning avec vous pour vos équipes terrain.
« Multi-Planning m’économise 6 heures par semaine. »
+600 entreprises accompagnées · 10 ans d’expérience

