Plannr Technologies
HQ Address
6 The Briars, Waterlooville, PO7 7YH, United Kingdom
Website Address
Business introduction
Your CRM made beautifully simple
Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession
Tech that helps you work smarter, not harder
Our automation engine and workflow tools can radically reduce the amount of man-power required to wow your clients.
Save time and costs
Use our automation engine to streamline your business processes and introduce autonomy.
Standardise your processes
Use workflows to guide your team through standardised, repeatable processes.
Easy as pie to master
Change, evolve and iterate your processes by using our drag and drop interface.
Plannr Technologies Solutions
Plannr
All the functionality you need to run a modern advice business and plenty of unique features to drive efficiencies. Document generation and storage Upload your current templates, drop in some data placeholders and watch them become supercharged templates. Bank-level encryption We're serious on security. Encrypted using AES256, Plannr is a safe home for your......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Document Management & Storage
