Description
Product Features:
- Mission statement builder, company values clarification, goals, individual effectiveness tools for weekly & daily planning and goal tracker.
- Feature-rich project management.
- Complete lead workflow from custom lead web form builder through conversion.
- Sales opportunities, pipeline forecasts, quotes/proposals, products, sales credit, team member, reports and dashboards.
- Group calendar and collaboration tools.
- Track Contact or Companies as primary records and manage relationship history and link activities for.
- Send blast campaigns or integrate drip campaigns into your sales process Create custom workflow processes with predefined actions such as activity templates, action sheets, field updates, manual or automated emails woven into your sales processes Synchronize data with popular platforms like Google, Outlook/Exchange/365, or iOS Fully optimized for mobile.
Product Purpose:
PlanPlus Online is a complete business management solution that includes calendars with group syncing, project management with assignable, trackable tasks, sales enablement and email campaign management, plus any number of customizable templates and workf
Product Attributes:
Free Trial:
Tech Expert:
Credit Card Required:
NA
Avg Installation Time:
Immediate
Training:
No Training Offered
Free Version:
