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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

Simplifiez le quotidien de vos équipes de travail
avec notre agenda partagé - support inclus !

Contenu de la démonstration

Durant cette session interactive et guidée, un de nos experts produits personnalisera avec vous l'outil pour que vous tiriez le meilleur parti de votre test.
Vos bénéfices :
Nous avons assisté plus de 600 compagnies en plus de 10 ans d'expérience :

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Customisable shared planning
with walk-through support & consulting.

Get your free interactive training 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.
Contents of your training :
We have helped over 600 companies, including:

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