Planeolo helps you
- Boots operational efficiency
- Reduce repetitive manual tasks by more than 70%
- Minimize scope creep
- Improve overall client communication
- Ensure SOPs are followed
Client Portal
Your clients can:
- Visualize where the project stands in a simplified timeline
- Review and approve work
- Access all work and deliverables
- Access past projects
- Rate their satisfaction
Project Health Monitoring
- Keep track of revision rounds
- Visualize all milestones and deliverables
- Identify and resolve bottlenecks
- Activity audit trail
- Identify scope creep
- Identify risks early to prevent project delay
Project Analytics
- Project indicators and progress
- Total revisions allowed vs. executed
- Average client feedback waiting time
- Email engagement response time
- Total production days and project duration
- Total days spent on revisions
- Duration of each stage
- Planned vs. executed timeline
Client Analytics
- Projects in Production
- Pending feedback
- Client satisfaction over time
- Average project health and completion duration
Tasks Automatization
- Pre-filled email templates to avoid typing the same email over and over again
- Automated feedback reminders sent to clients
- Pre-built workflow templates to quickly set up projects
- Overdue feedback notifications sent to team members
Quality Control
- Highly customizable checklists
- Easy implementation
- Robust quality assurance and compliance
- Checklists record traceability
- Accountability in every stage
CSAT Monitoring
- Collecting star ratings and qualitative feedback
- Assess client satisfaction in real-time at the project, client workspace, organization level, and individual team member levels.
