PlanPlus Online CRM
This healthcare CRM software enhances productivity by combining task management with customer relationship strategies. It features a unique ABC-123 prioritization system, customizable sales workflows, and secure data ownership. Accessible on various devices and offline, it streamlines follow-ups, tracks leads, and automates communications, ensuring sales teams remain organized and focused.
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Top PlanPlus Online CRM Features
- Superior personal task management
- ABC-123 prioritization system
- Custom Sales Dashboards
- Automated data-capture capabilities
- Customizable Sales Force Automation
- Workflow process mapping
- Task delegation via email
- Drip and Blast Campaigns
- Vision board for motivation
- Goal tracking and progress
- Project management templates
- Mobile access without internet
- Mission Statement Builder
- Role and task reviewing
- Integrated calendar features
- Secure data ownership
- Lead scoring system
- Event scheduling and reminders
- Personalized user access controls
- Weekly and daily planning tools
