Customized Customer Service
Organize tools for your team members to be responsive and professional, improving loyalty and satisfaction.
Plani Features
Explore what Plani CRM Software offers — from day-to-day workflows to advanced capabilities.
Strategic Growth Tools
KPI dashboards and reporting help organizations predict performance, control budgets, and respond to changing trends.
Data-Driven Decisions
Raw data is turned into clear strategies, which allows agencies to automate processes and improve efficiencies between different departments.
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
Contact Management
Included
Lead Management
Included
Customer Communication Tracking
Included
Email Integration
Included
Customer Segmentation
Included
Task Management
Included
Analytics and Reporting
Included
Workflow Automation
Included
Alerts/Notifications
Included
Pros
3- Drag‑and‑drop itinerary creation
- Centralized client communication hub
- Powerful KPI and analytics tools
Cons
1- Limited third-party integrations
Plani CRM Software Reviews
Easy-to-Use CRM for Managing Client Relationships
Pros
Workflow automation cuts down repetitive admin tasks
Cons
Limited customization for specific niche workflows
Plani Software Boosts Productivity for Travel Agencies
Pros
Good for small to mid‑sized teams
Cons
Some advanced features locked behind higher tiers
Streamlined Customer Tracking and Reporting in Plani CRM
Pros
Clean dashboard makes pipeline tracking easy
Cons
A few features feel basic compared to larger CRM systems
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.