Streamline and automate your client acquisition workflows. Constantly exceed client expectations by anticipatingtheir needs before they do!
Create proposals, orders and invoices in a snap! Easily move proposals to orders and setup recurring invoices that are sent automatically to your clients.
Create and manage unlimited events. Assign event milestones and tasks with due dates to make sure your event is a success!
Create attractive marketing pieces in just a few clicks! Setup one-time, recurring or drip campaigns to keep your clients and prospects engaged.
Manage your projects while keeping the details simple and intuitive. Automate notifications to keep everyone in sync with deliverables and timelines.
Build a repository for all your documents! Keep all your documents centralized and control user access for maximum security.
Manage all your products easily and link them to proposals, orders and invoices. Control pricing on a client by client basis!
Access intuitive reports on all areas of the platform! From prospect funnel to sales performance reports, we have you covered.
Planet SmallBusiness can centralize your leads from virtually any marketing campaign including social media, digital ads, printed ads, email marketing, newsletters and more!
Use up to 10 different buckets ranging from "New Lead" to "Go Live Date Set" to monitor and manage all leads and the assigned salesperson. Convert your leads to clients faster and easier!
Use Planet SmallBusiness to setup and monitor regularly scheduled follow-ups so that existing clients have their needs met, are made to feel important and the relationship is kept strong!
Create orders based on product pricing for a specific client. Planet SmallBusiness gives you the ability to automate recurring orders (weekly, monthly, quarterly, etc...) in a snap!
Send invoices automatically to one or more contacts for each client. Planet SmallBusiness gives you the ability to also send regular automatic invoice reminders (every x days, weeks, etc...)!
Generate reports and automatic notifications to internal staff on paid invoices and outstanding payments. Planet SmallBusiness can help you stay on top of your revenue streams!
Enter just a few bits of information and you can setup an event that is as simple as a conference call or as complex as a multiple-day live conference!
Use up to 7 different buckets to monitor and manage your assigned event as whole, event milestones and milestone tasks. Automate notifications, investigate and resolve event challenges quickly and easily!
Use Planet SmallBusiness to run your event confidently and efficiently. From attendee check-ins to event schedules and even attendance certificates, with Planet SmallBusiness you can run your event with confidence!
Enter just a few bits of information to get started! Once added, a salesperson can be assigned leads, prospects and clients. Setup sales teams with team leaders for an extra layer of organization.
Monitor salesperson and sales team performance through the lead/prospect onboarding process into existing client relationships. Identify areas of your sales process that need attention or training.
Track sales and commissions at the individual or team level. Report and pay commissions on regular intervals. Let Planet SmallBusiness help you maximize your sales efforts and results!
Create a campaign in 4 easy steps! Use quick and intuitive tools to build your content, audience and schedule. The campaign builder can be used for virtually any vertical or purpose.
Track campaign statistics to get an accurate idea of how your campaign is performing. Compare and contrast campaigns to find what is working well and what campaigns need tweaking!
Stay in control of the process and maximize your marketing budget! Planet SmallBusiness gives you the tools you need to make your marketing efforts a success.
Intuitively setup project scope, tasks, leaders and timelines. Keep all participants informed so that each project can meet the requirements needed!
Use up to 7 different buckets to monitor and manage all projects. Automate notifications, investigate and resolve project challenges quickly and easily!
Completing projects on time is one of the biggest challenges of any company. Planet SmallBusiness can help you deliver your projects efficiently and cost-effectively!
Add documents to Planet SmallBusiness as part of virtually any other area of the system (events, projects, milestones, client, prospects, etc...) or even as a standalone doc!
Track new versions of documents as they are created. Manage, view and refer to previous versions as necessary. Keep documents attached to where they are supposed to be!
Planet SmallBusiness can help you never have to worry about keeping track of a document or who has the latest version! Minimize confusion and lost changes between teams and team members.
Setup your products easily including your internal product number and default pricing.
Link products to areas across the system (clients, prospects, invoices, proposals, events, etc..) and customize pricing for each.
Use Planet SmallBusiness to get the most out of your products! Price, market and share your products across the Planet SmallBusiness system to maximize product visibility and earnings.
Regardless of which area you need information about, get it intuitively and quickly. Ranging from statistics and raw number reporting to cumulative and analysis charts, get what you need to stay well-informed on all areas of the system!
Create automatic reports & delivery to access the information you need most! Setup any report as a shortcut or to send to you automatically each month, week, day or even hour! Stay on top of what's happening throughout the system.
Use the reporting in Planet SmallBusiness to efficiently manage all areas of the system. Get an accurate picture of what is happening across your company!
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