We’re thrilled to announce the release of Planeolo 3.0 – the latest upgrade to our client management tool that will transform how you interact with clients and manage projects. Building on the success of Planeolo 2.0, our team has worked hard to bring you Planeolo 3.0 new features that will streamline your workflow and elevate your client experience.
Non-linear Timeline: Flexibility at Your Fingertips
One of the most requested new features in Planeolo 3.0 is the non-linear timeline. It lets you handle client activities in a flexible, non-sequential order, making your work more dynamic and efficient.
Client Analytics: Gain Valuable Insights
With the new Planeolo 3.0 client analytics, you can easily track key metrics like average CSAT rating, project health, and active projects. These insights help you manage client relationships more effectively.
Project Analytics: Optimize Efficiency
We’ve added more Planeolo 3.0 project analytics to help you review production days, revision rounds, and client feedback time. These metrics enable you to deliver better results by optimizing efficiency and ensuring smoother project flow.
File Sharing and Delivery: Enhanced Functionality
Thanks to Planeolo 3.0 new features, file sharing is now more robust. You can send file previews directly within the platform instead of just links. Plus, we’re working on increasing the allowed file size to give you even more flexibility.
Workspace Settings: Greater Control
You can now control your workspace with new settings that let you customize notifications, manage permissions, and track client portal activities. Planeolo 3.0’s new features also include automated feedback reminders and overdue feedback notifications, keeping your projects on track and helping you stay organized.
Project Requirement for Client Satisfaction: Ensuring Feedback
Now, you can require CSAT surveys before a project is marked complete. This feature ensures that you gather client satisfaction data, a crucial aspect of Planeolo 3.0’s new features, and helps you maintain high standards.
BCC Outgoing Email: Keep Comprehensive Records
Every email sent from Planeolo now goes to a specified BCC address. This feature helps you maintain a complete record of outgoing communications, ensuring that nothing falls through the cracks.
Billing: Simplified Management
In Planeolo 3.0, we’ve integrated with Stripe for billing management. This makes managing seat numbers, upgrades, and downgrades easier, streamlining the process and saving you time.
Re-open Closed Stages: Flexibility at Your Command
With Planeolo 3.0, you can re-open closed stages if you need to revisit them or if they were completed by mistake. This feature gives you more control over your projects and allows for adjustments.
Cancel Project: Streamlined Project Management
You can now close and mark a project as cancelled, providing more flexibility in project management and ensuring that all aspects of a project are properly managed.
Client Portal Invitation: Improved Tracking
With this new Planeolo 3.0 feature, you can track which client contacts have been invited and monitor their last login. This helps you stay informed about client engagement and ensures everyone is on the same page.
Overdue Feedback Notification: Stay on Top of Deadlines
You will now receive grouped notifications for overdue feedback, ensuring you never miss an important update. This feature helps you manage timelines more effectively and keeps projects moving forward.
Automated Client Feedback Reminder: Keep Clients Engaged
This convenient feature in Planeolo 3.0 allows you to set automated reminders for overdue feedback. It ensures that clients respond promptly, helping you maintain project momentum.
Change Dates from the Timeline: Easy Adjustments
Thanks to the intuitive Planeolo 3.0 interface, you can now easily change stage start or completion dates directly from the timeline. This makes scheduling adjustments simple and keeps your projects on track.
Email Signature: Customization Options
With the new update, you can use custom HTML email signatures with your emails, adding a personalized touch to your communications and enhancing your brand’s professional appearance.
UX Improvements: Enhanced Usability
We’ve revamped the project lists and made columns sortable. We’ve also improved the email and workflow template builders, making Planeolo 3.0 more user-friendly and easier to navigate.
What’s Next for Planeolo?
We’re already working on more Planeolo 3.0 new features, including:
- Organization analytics
- Quality control checklists before project updates
- Increased permission controls
- Projects with multiple deliverables
- Sending multiple deliverables in one email
We’re committed to providing the features you need to succeed. Planeolo 3.0 is designed to help you manage clients efficiently and deliver projects seamlessly. Stay tuned for future updates – we’re constantly working to improve!