Manage your customer portfolio with Visual Planning

Building your customer pipeline with the right tools!

Successful customer relationship management involves

Customer relationship management is the ground element for successful companies. You know how to  work with customers. You know your strengths and what customers are looking for when they come. And you know that all customers are all different.

However you lack the right tool toeffectively manage your prospect pipeline, sales leads, and existing customers. What you need is a single place to store all that powerful knowledge so that everyone can benefit from it company-wide. That is where CRM software from Visual Planning comes in.


Following the business processes and the operations for customer satisfaction


Building customer files, tracking your contacts on schedule, arranging appointments, etc.

Recognize sales potential (by customer typology, sales representative, etc.) , monitor sales and billings

Main benefits of Visual Planning

Visual Planning for Customer Relationship Management (CRM) is a flexible application that is crafted based on your specific requirements. It allows you to cater to your evolving business by always matching your needs, and can grow with you. 


Visual Planning can be used to create tailor-made collaborative CRM applications to assist your sales team to efficiently record, track, share and follow up on their leads, accounts and opportunities.

In a single click you can allocate leads to a specific salesperson, highlight prospects for a month or a quarter or share information between different teams and individuals.

With Visual Planning Scheduling Software Dashboard, you can access to each activities informations


Our simple and intuitive dashboard offers an instant display of your current actions, depending on the modules chosen (project planning, project management, CRM system, task traceability, production management, resource management, inventory management, billing, reporting, etc.).

This allows you to save time and improve customer satisfaction.

Key features of Visual Planning for CRM


Use a single tool to manage in-house sales and external resellers
You can allocate leads in a single click to a specific salesperson and highlight prospects for a month
Control information flow through user rights
All your leads in one place – you can allocate lead to your sales teams and get access to the lead track records, company-wide
You can have one single view for quotes, orders and invoices
Get visibility – we create specific metrics that matter for you and assemble them in real-time, interactive dashboards
Never in the office? Retrieve and update schedules and customer information from our web portal, get reminders through e-mails, text messages, on your calendar or through an RSS feed


Create a sales territory to track and segment your sales completely

Track customers through all stages of the sales cycle right from prospecting through closure.

Finally closed that never ending deal? Switch from lead to actual customer status with one click of a button

Schedule meetings, follow ups, contract renewals and get reminders to always be on time
It is very simple to set up and follow all your loyalty programs

Create multiple documents – quotes and documents – using mailmerge

It is all about the team – discuss in real time with your colleagues, point out a specific customer record and store one thread for each lead

Upload and share files with everybody – meeting minutes, proposals and templates


Improve business productivity through scheduling

Our clients

Visual Planning is available on premise or in the cloud. Find out more about all Visual Planning features here, or read our case studies to understand how we are helping many companies to leverage their inner strengths.


Discover our product demos

Optimize your resource management

Discover through this short demonstration video how to :

  • Improve resources allocation
  • Optimize medium and long term scheduling of your teams and your interventions
  • Have a better analysis and follow-up of your activity history.
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Recevez nos dernières informations et mises à jour sur Visual Planning

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