Overview
Plani software is an intuitive CRM software designed to help businesses build stronger customer relationships and streamline sales processes. Ideal for small to medium-sized teams, Plani CRM combines lead management, customer interaction tracking, sales automation, and analytics into a single platform. The software store lead data tracks communication and calendar follow-ups in the system. This powerful and easy-to-use platform gives businesses the tools they need to manage their customers and deliver personal service that increases loyalty and drives revenue. Through Plani, teams receive performance insights into sales, maximize sales pipeline productivity, and seamlessly integrate with marketing, e-commerce, and customer service tools for an all-in-one workflow.Plani Software Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What is Plani?
Plani software is a cloud-based CRM (Customer Relationship Management) system created for inbound travel agents, DMCs, and tour operators only. It enables small to mid-sized agencies to simplify complex workflows like itinerary creation, booking management, and client communication.
The platform centralizes travel operations, reducing administrative overhead while enabling teams to craft customized multi-day travel plans efficiently. By integrating customer, supplier, and operational data, Plani CRM ensures smooth travel delivery and better client experiences.
Plani Pricing
Plani’s pricing is dependent on both the size of your business and the features and operational needs you need to be met.
Get in touch with the vendor for a customized quote.
Who uses Plani?
Plani CRM is ideal for:
- IBTAs looking for an aggregated reservation solution
- DMCs organising intricate itineraries
- Local guides who communicate and schedule on behalf of clients
- Responsive tour operators streamlining process and reporting
Plani Integrations
Plani CRM is integrated with other business solutions:
- Google Workspace apps
- Monday.com software
- Evaneos
- SignRequest
- CTeleporter
- Calendly
How Does Plani Work?
- Drag and drop for a fast, easy-to-use itinerary creator
- Manage the communications, preferences, and bookings.
- Automate your routine work in sync with automatic working flows.
- Report on and take actions from key performance indicators.
Choose Plani CRM to Streamline Customer Management
Choose Plani if you want to:
- Streamline complicated travel booking process
- Consolidation of supplier communications and booking updates
- Enhance customer satisfaction with customized service
- Reduce the manual work and errors and administrative overhead
Plani Features
Organize tools for your team members to be responsive and professional, improving loyalty and satisfaction.
KPI dashboards and reporting help organizations predict performance, control budgets, and respond to changing trends.
Raw data is turned into clear strategies, which allows agencies to automate processes and improve efficiencies between different departments.
See The Software In Action Watch Free Demo!
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FAQs
No, Plani does not have an API.
There is an expert support team when you have technical issues or questions.
Receptive (incoming) agencies, DMCs, and local tour operators.
It supports English and French.
No, Plani CRM does not offer a mobile app.
