PlanSmarter
Meetings
Everyone you work with, in one book
Internal users and external partners, searchable from a popup on any screen.
Why it exists
Contact details live in phones and inboxes, so the person who needs them rarely has them. A shared, governed contact book makes that a solved problem.
Contact details live in phones and inboxes, so the person who needs them rarely has them. A shared, governed contact book makes that a solved problem.
Features
What you get
Internal and external
One book, clearly separated.
Instant search popup
Reachable with a keyboard shortcut anywhere.
CSV import and export
Templates, column selection and error reports.
Duplicate detection
Conflicts resolved before anything is saved.
Manager-gated editing
Only the right roles can change records.
Audit log
Every edit recorded at workspace level.
Benefits
What it changes for your team
For employees
- Reach the right person fast
- Correct details every time
For managers
- Controlled ownership of data
- Bulk maintenance
For the organisation
- Contact data survives staff changes
Screenshots
See it in the product
Real screens captured from PlanSmarter.
Screenshot coming soon
Works together