THE FEATURES
A Rich Client Database
With the Planigo.co CRM (Customer relationship Management) you keep all exchanges with your customers, all transactions and archives. You will be able to keep track of appointments and emails sent during phone conversations.
A Rich Client Database
With the Planigo.co CRM (Customer relationship Management) you keep all exchanges with your customers, all transactions and archives. You will be able to keep track of appointments and emails sent during phone conversations.
Integrated Communications
We can use the text messages that appear on the computer or cell phone screen of employees, these messages are kept in the CRM. This allows you to keep all relevant communication. You also have a reminder and notification feature. Thus, your employees will not omit any important tasks when realizing their various mandates.
Well Executed Model Mandates
We propose to define your model mandates (Review Mission, tax report, etc.). Planigo then automatically distributes the tasks in the employees’ calendars, which guarantees an optimal workflow.
You will be able to improve the processing processes and budget the production time of projects of the same type.
You will be able to see all the work taking place in real-time and intervene quickly if necessary.
Well Executed Model Mandates
We propose to define your model mandates (Review Mission, tax report, etc.). Planigo then automatically distributes the tasks in the employees’ calendars, which guarantees an optimal workflow.
You will be able to improve the processing processes and budget the production time of projects of the same type.
You will be able to see all the work taking place in real-time and intervene quickly if necessary.
Better Team Management
You can view, in real-time, the work calendars and occupancy of your employees. This will allow you to quickly define who is available to accept a new mandate.
To facilitate billing, you can find out the billable hours of mandates for each employee and those related to administration.
Optimal Time Management
The agenda is specific to each individual and contains the details of the tasks to be accomplished in the different mandates. The employee can follow the progress of his files and consult the mandate, the customer directory, the CRM and his timesheet.
Thanks to the real-time monitoring of the implementation steps, you will be able to bill customers earlier.
No more reminders related to incomplete timesheets: a window opens every morning on the computer of employees who have forgotten to record their hours.
Optimal Time Management
The agenda is specific to each individual and contains the details of the tasks to be accomplished in the different mandates. The employee can follow the progress of his files and consult the mandate, the customer directory, the CRM and his timesheet.
Thanks to the real-time monitoring of the implementation steps, you will be able to bill customers earlier.
No more reminders related to incomplete timesheets: a window opens every morning on the computer of employees who have forgotten to record their hours.
Centralized Human Resources Management
You will have a computerized and centralized tool that records in real-time all the information, documents, laws, retirement programs and activities to hire, pay, manage, train, evaluate and promote each employee.
*Partner with the Cangaroo HR software package
Your Firm’s Accounting
Planigo includes the accounting feature. You will no longer need to use external software to track income and expenses and produce your annual reports.
Your Firm’s Accounting
Planigo includes the accounting feature. You will no longer need to use external software to track income and expenses and produce your annual reports.
PLANIGO 2021