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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.

Try it for free

Create your planning tailored to your activity. No credit card needed
Try now for Free

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.
  • 30 minutes
Vos bénéfices :
  • Eviter la perte de temps du paramétrage
  • Avoir un planning immédiatement opérationnel
  • Piloter et centraliser l'agenda de votre équipe
  • Apporter des réponses immédiates à vos questions
  • Offrir un canal de réservation en ligne 24/7 à vos clients
Nous avons assisté plus de 600 compagnies en plus de 10 ans d'expérience :

Choisissez votre créneau

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.
  • 30 minutes
Contents of your training :
  • 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:

Pick your Timeslot