Transform your client servicing experience
Boost operational efficiency, minimize scope creep & easily track every client interaction.
What is Planeolo
A powerful client management platform that organises all your client interactions and deliverables in one place streamlines your workflows, and automates communication, making it easier for creative service providers to deliver an outstanding client experience with less hassle.
Planeolo is used for:
Client Management
Service Delivery
Creative Operations
Automate routine
client management
tasks
Collect client
satisfaction
feedback
Improve client engagement
Analyse client
actions over time
Increase
transparency
& client trust
Reduce Revision Rounds
Main features
Client Portal
Provide your clients with a secure Client Portal that enables them to visualise & track project progress effortlessly, review and approve work, access deliverables, and give feedback—all in one place. The portal also provides access to past projects and makes it easy to share CSAT feedback, which helps build client trust and establishes clear expectations for each project stage. Start 14-day trial
Project Health Monitoring
Maintain optimal project health with comprehensive monitoring features that help you identify and mitigate scope creep, track revision rounds, and detect bottlenecks and potential risks early. These features allow for timely resolutions that prevent project delays. A client interaction audit trail provides a detailed log of all activities, ensuring accountability and transparency throughout the project lifecycle. Start 14-day trial
In-depth analytics
Gain in-depth insights into client relationships and projects with Planeolo's advanced analytics. Monitor project progress, the impact of revisions, responsiveness to client feedback, and email engagement at project, client, and workspace levels. With detailed analytics on production days, project duration, and planned versus actual timelines, you can enhance client interactions, predict future interactions, and scope projects more effectively to improve client satisfaction and project outcomes. Start 14-day trial
Task Automatization
Maximize efficiency and save time by using pre-filled email templates to reduce repetitive typing. Quickly start projects with our pre-built workflow templates and keep track of progress with automated overdue feedback reminders. This reduces manual effort and streamlines client communications and project management. Start 14-day trial
Quality Control
Ensure the quality of your deliverables using highly customizable checklists to conduct robust quality assurance checks before sharing with your clients. This ensures compliance, maintains traceable checklist records, and enforces accountability at each step, guaranteeing that every deliverable meets the highest standards. Start 14-day trialClient Satisfaction Monitoring
Monitor your clients' satisfaction seamlessly upon project completion, collecting star ratings and qualitative feedback. This enables you to gather immediate feedback, assess client satisfaction in real-time at the project, client, workspace, and individual team member levels, and quickly act on insights to enhance service delivery and strengthen client relationships. Start 14-day trialNot sure yet?
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Integrate with
your existing tools
Coming soon