Customer Relationship Management (CRM)

Maintain your centralised list of customers and business contacts. We have integrated some handy CRM functions into PlanIQ to provide a very robust and flexible customer database. You can import and export records in CSV format, email one or many contacts at once, tag customers for inclusion into lists or export them to be used in your preferred email marketing platform. You can create as many Tags as you need to classify, search and sort your customers and organisations, the way that you want to.

Free For Individual Users

If you would like to take a closer look at PlanIQ, you can use it for free. When you subscribe, you will get access to all of the planiq modules, we are not holding anything back. You can cancel at any time and there is no “Free Period”, it’s just free.