Planning
Week, day and month
The living week plan for the whole organisation.
- Drag and drop in every view
- Templates for recurring work
- Today view per employee
- Load and capacity
- Print and email day plans
Platform
Everything PlanSmarter can do
Start with planning and add modules when you are ready. It all shares the same customers, staff, documents and numbers.
Planning and operations
Plan the work
Rosters and hours
Staffing
Rosters, attendance and realised time.
- Rosters per department
- Absence and holiday
- Realised time and wage hours
- Deviations highlighted
Meetings and decisions
Meeting Flow
Run the whole planning meeting on the big screen.
- Fixed agendas and templates
- Notes, decisions and actions
- Tasks created as you go
- Minutes as PDF
Projects and strategy
Phases and milestones
Long programmes with owners, deadlines and status.
- Phases, milestones and owners
- Tables for follow-up
- Status on the big screen
- Linked to meetings
Tasks and to-dos
My tasks
A personal overview with checklists and reminders.
- Checklists on tasks
- Reminders before deadlines
- Own tasks on mobile
- Approvals for managers
Documents
Controlled documentation
Files, versions, notes and sign-offs.
- Word and PDF open in the browser
- Versions and approvals
- Notes and comments
- Sharing with customers
Customers and sales
Sell and serve
CRM and sales
Customers and leads
The whole customer picture from lead to repeat orders.
- Pipeline with fixed stages
- Activity, notes and mail
- Quotes and requests
- Reports for management
Orders and webshop
B2B and B2C
Webshops with their own prices, range and logins.
- Open and closed shops
- Customer prices and discounts
- Order tracking and reordering
- Campaigns and themes
Catalogue
Products and services
One catalogue for shop, quotes and labels.
- Photos and documents
- Pricing models and currency
- Shared catalogue presentations
- Supplier synchronisation
Marketing
Newsletters and campaigns
Send, measure and follow up automatically.
- Newsletters with polls
- Opens and clicks
- Landing pages
- Sign-ups into CRM
Portals
Customers and staff
Their own logins for bookings, visits and files.
- Customer portal with history
- Booking and changing times
- Documents and catalogues
- Access control per area
Field service
Visits and routes
Mobile sales and service outside the office.
- Routes and the day's visits
- Hours and materials
- Photos and signature
- Straight into invoicing
Finance, people and quality
Keep the rest in order
Finance
ERP and bookkeeping
Quote, order, invoice, payment and balance.
- Invoices and e-invoicing
- Bank and reconciliation
- Subscriptions and dunning
- Periods and reports
HR and hiring
From advert to onboarding
Candidates, interviews and training in one place.
- Job adverts and applicants
- Interviews and tests
- Onboarding checklists
- Staff directory
Laboratory
LIMS
Samples, analyses, controls and release.
- Samples and results
- Control charts and calibration
- Release with full trail
- Reports for the customer
Quality and training
CAPA and training
Deviations, actions and competence.
- Deviations and root causes
- Action plans
- Courses and receipts
- Documented training
Intranet
Internal site
News, pages, canteen and forms.
- News and photo galleries
- Pages built without code
- Canteen and duties
- Search across everything
Labels and polls
Print and feedback
Labels from your data and questionnaires for everyone.
- Avery sheets and label printers
- QR, dates and running numbers
- Polls and quick votes
- Live results on the big screen