Streamline Customer Interactions with an Advanced CRM Scheduling Software
Support your sales team to effectively record, monitor, share, and track their leads, accounts, and opportunities.
Join our 150,000+ Users Around the Globe
Key Features of Visual Planning for CRM
Follow the business processes and the operations for customer satisfaction
Monitor customers’ information, track your contacts request, arrange appointments.
Recognize sales potential (by customer typology, sales representative, etc.) , monitor sales and billings
Visual Planning Most Popular Scheduling Displays
- Interactive Data Visualization
- Intuitive Drag&Drop Interface
- Real-time synchronization
- Gantt Chart view
- Workflow management
- Map View
- Statistics
The Visual Planning board provides interactive charts, graphs, or other visual representations of data, enabling users to gain quick insights into sales performance, lead status, or other relevant metrics.
User- firendly intervace that allows users to easily drag and drop elements, suck as tasks, appointments, or events.
The agenda view should synchronize in real-time with other parts of the CRM, ensuring that any changes or updates made elsewhere are immediately reflected in the agenda.
While traditionally used for project management, a Gantt chart view can be interesting for CRM scheduling when dealing with more complex, multi-step customer interactions or long-term projects.
Kanban boards provide a visual representation of the workflow, making it easy to understand the current status of each task or customer interaction at a glance.
Visualize the geographical distribution of appointments and plan efficient routes.
Generate, analyze, and visualize various types of reports based on the data stored in the CRM.
The reporting view provides valuable insights into customer interactions, sales performance, marketing effectiveness, and other crucial aspects of your business.
How Visual Planning can Help Your Business
Effortless scheduling
Update your schedules easily and quickly by drag and drop.
Performance at a glance
Tailor-made solution
Schedule from anywhere
The Results are In!
We are happy when our users are too
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Time Savings
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Customers satisfaction
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Best communication
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Ease of use
96% of Visual Planning users believe they are saving time compared to the resource planning they were using before.
96% of Visual Planning users would recommend it to other
companies in their industry.
94% of users claim that Visual Planning promotes better
coordination / flow of information within the team.
94% of our customers think Visual Planning was easy to learn for both staff and management.
%
Time Saving
96% of Visual Planning users believe they are saving time compared to the resource planning they were using before.
%
Customers satisfaction
96% of Visual Planning users would recommend it to other
companies in their industry.
%
Best communication
94% of users claim that Visual Planning promotes better
coordination / flow of information within the team.
%
Ease of use
94% of our customers think Visual Planning was easy to learn for both staff and management.
Testimonials
This software contains everything that we need – not more, not less. Besides, we were convinced by the software’s flexibility and its excellent performance.
Peter FROELICH
The overall experience from my organization reveals that is a user-friendly system capable to schedule in an intuitive way tasks and involve different teams.
Bruno
VP helps us to see data more clearly, allowing us to make the decisions that matter, when they matter.
This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.
Trevor
Overall, a great experience with Visual Planning. From implementation, to customization, training, support - it's all great and the platform helps us run much more efficiently than we were previously.
Nate
Let’s Get Started !
Easily schedule, plan, assign & track work for all your teams
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