Keep a track of your leads with awesome features

Planears is here as a fully integrated software that will help you to deal with your valuable clients. Provides thorough support for leads management. Starts from inquiry generation to conversion including communication history, future planning and management etc. It helps keeping a track of leads generated through various channels. These leads can be sorted out with the help of various filters like potential, assignee and channel etc. It gives you a complete view of a lead and helps you to make strategies for the prospective clients as per the information and potential they have. It provides a complete track of a lead going through different phases. Until it is converted into a client and add value to your business.


Planears enables users to share additional information relevant to the particular lead in the form of documents, files, media assets, through the attachments. You can attach pictures, documents, files and many more assets using attachment feature in leads. Additionally, your important attachments are saved on attachment sections and you can share it with your team members and resources based on the access granted to them.

Short Notes

To make work more easier and paper-free, short notes plays a key role as we can keep notes in that to use it later. By using notes features within the leads you can add information for personal or team benefits. This might be related to potential of the lead, any update, adding new items, drafts, information reviews, etc. Planears helps you through this built-in notes feature to document important points to leads and so to use it as and when required.

ToDo Lists

Todo lists are always an essential part of sales operations. Planears is really adaptable to one of the needs of your work process, it allows you to add to-dos within the leads. A sales manager can set up a todo list for the action items need to be done so that nothing is missed out. As an example, at first we need to send him a sales pitch, then a follow-up, etc. Each todo can have a specific date, color and assignee for it.

Future Actions

Future actions let resources decide the next plan of action for specified operations and let the system change the status automatically depending upon the given parameters. It not only saves the time but also sends a reminder when the future action is implemented and so the user can have it in notice. As an example, if a lead is not responding but you need to wait for a week and then mark it as lost case / dead, you can set a future action that will do that for on the basis of given parameters.


You can easily visualize your activities through this feature. Your important discussions with prospect client, with the division of communication channels. You can all list in the Timelines with respect to dates so you can easily keep a track of your notes on that particular lead as what discussion / conversation has happened with the client. This will not only bring ease in tracking but also help a new resource to take over a lead from any point.

Restricted View

Everything is not meant for everyone. So leads are not something that are meant for everyone in the team. They are in particular to sales team only and even can only be shared with the restricted members. So Planears provide restricted views to the users as per the permissions they have been granted. The administrator can decide permissions for each user at the granular level. Permissions are the essential part of any workspace and Planears have made it really easy to restrict the information.

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