SalesPlanner makes you more money and saves time.


Easy to use with features like marketing, sales, billing, client check in and much more !



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Built for Small Businesses by Small Business Owners

CRM Checkin

Check-In Functionality gives you easy view to your members those membership expired/Expiring, payment owing, Credit card expired/Expiring and so on.

Keep Track all scheduled Appointments

Keep Track all scheduled Appointments by monthly order of your Clients and Leads

Provides various billing methods

CRM provides various billing methods such as Monthly, Bi-Weekly, In-House, Onetime transaction. Maintain Client Memberships, Billing information and Generate Invoice.

Emailing

Maintain leads personal information, book appointments, create notes and With one click send Mass Email to your clients or leads.

Generate Reports

Filter/Create report of your Clients, Leads, Checkins, Leads converted to members and generate reports by date range

Booking Planner

Keep Track all scheduled Appointments

Keep Track all scheduled Appointments by monthly order of your Clients and Leads

Billing

Provides various billing methods

CRM provides various billing methods such as Monthly, Bi-Weekly, In-House, Onetime transaction. Maintain Client Memberships, Billing information and Generate Invoice.

Emailing

Emailing

Maintain leads personal information, book appointments, create notes and With one click send Mass Email to your clients or leads.

CRM Reporting

Generate Reports

Filter/Create report of your Clients, Leads, Checkins, Leads converted to members and generate reports by date range

CRM Checkin

CRM Checkin

Check-In Functionality gives you easy view to your members those membership expired/Expiring, payment owing, Credit card expired/Expiring and so on.


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