Affordable Pricing for client servicing & delivery Software

Transform your client servicing experience while you

Boost operational efficiency
Ensure SOPs are followed
Minimize scope creep

Watch Video

Planeolo is suitable for

Enhance your service delivery with tools designed to automate routine operations, facilitate seamless communication, and deliver comprehensive analytics. Optimize efficiency, elevate client satisfaction, and control project scopes and budgets.

Real-time
Project Tracking:

Monitor progress and milestones with up-to-date visual timelines, ensuring clients can track progress and meet deadlines.

Implement
Quality Assurance

Utilize built-in checklists before sharing client previews to uphold quality standards and reduce the frequency of revisions.

Collect
Client Feedback

Collect and analyze direct feedback from clients through integrated satisfaction surveys.

Creative
Operations Manager

Planeolo is designed to improve the workflow of creative operations. It reduces inefficiencies and enhances the overall client experience. With its comprehensive toolset, managing multiple clients while ensuring operational excellence and increasing productivity across creative teams becomes effortless.

Streamlined
Workflow
Management:

Automate and simplify processes to reduce manual workload and focus on strategic initiatives.

Improved project
monitoring:

Gain a holistic view of
project statuses and client interactions to identify and resolve inefficiencies quickly.

Cost-Effective
Resource Allocation:

Maximize your ROI on every project by utilizing powerful analytics to identify inefficiencies and allocate resources more effectively.

Project & Account
Managers

Planeolo helps manage client relationships during projects and service delivery by ensuring clarity in communication, staying within project scopes, tracking revisions, centralizing previews and deliverables, and chasing feedback through automated reminders.

Consistent Client Communication:

Update your clients with minimal effort using existing templates and merge tags that pre-load relevant
project information.

Accurate Project
Tracking:

Time-saving features to assist in tracking milestones and managing project scopes, allowing for better control over timelines and deliverables.

Secure
client portal:

It enhances collaboration by providing clients with real-time access to project progress, previews for approval, and deliverables, ensuring timely feedback and an outstanding client experience.

C-level suite

Using Planeolo, C-level executives gain enhanced operational oversight and sharper decision-making capabilities. It optimizes client management and service delivery, streamlines resource use, and boosts client satisfaction while aligning with strategic goals to drive business growth.

Strategic Alignment:

Align client servicing and project delivery with the company’s strategic vision, ensuring cohesive business growth.

Market Differentiation:

Gain insights into service delivery trends to differentiate the business and strengthen its competitive edge.

Organizational
Agility:

Leverage real-time analytics to adapt to market changes quickly, ensuring the organization remains agile and responsive.

Transform your client servicing experience while you

Boost operational efficiency
Ensure SOPs are followed
Minimize scope creep

Watch Video

Planeolo is suitable for

Enhance your service delivery with tools designed to automate routine operations, facilitate seamless communication, and deliver comprehensive analytics. Optimize efficiency, elevate client satisfaction, and control project scopes and budgets.

Real-time
Project Tracking:

Implement
Quality Assurance

Collect
Client Feedback

Creative
Operations Manager

Streamlined
Workflow
Management:

Improved project
monitoring:

Cost-Effective
Resource Allocation:

Project & Account
Managers

Planeolo helps manage client relationships during projects and service delivery by ensuring clarity in communication, staying within project scopes, tracking revisions, centralizing previews and deliverables, and chasing feedback through automated reminders.

Planeolo helps manage client relationships during projects and service delivery by ensuring clarity in communication, staying within project scopes, tracking revisions, centralizing previews and deliverables, and chasing feedback through automated reminders.

Consistent Client Communication:

Accurate Project
Tracking:

Secure
client portal:

C-level suite

Using Planeolo, C-level executives gain enhanced operational oversight and sharper decision-making capabilities. It optimizes client management and service delivery, streamlines resource use, and boosts client satisfaction while aligning with strategic goals to drive business growth.

Using Planeolo, C-level executives gain enhanced operational oversight and sharper decision-making capabilities. It optimizes client management and service delivery, streamlines resource use, and boosts client satisfaction while aligning with strategic goals to drive business growth.

Strategic Alignment:

Market Differentiation:

Organizational
Agility:

Sales

Legal

Learn

Planeolo was created by creative industry professionals to reduce repetitive tasks, control client revision rounds, automate follow-ups, keep clients up to date, and uncover wasted resources.

2024 Planeolo.com - All rights reserved

Transform your client servicing experience while you

Boost operational efficiency Ensure SOPs are followed Minimize scope creep

Watch Video

Planeolo is suitable for

Enhance your service delivery with tools designed to automate routine operations, facilitate seamless communication, and deliver comprehensive analytics. Optimize efficiency, elevate client satisfaction, and control project scopes and budgets.

Real-time Project Tracking:

Implement Quality Assurance

Collect Client Feedback

Sales

Legal

Learn

Planeolo was created by creative industry professionals to reduce repetitive tasks, control client revision rounds, automate follow-ups, keep clients up to date, and uncover wasted resources.

2024 Planeolo.com - All rights reserved

Boost operational efficiency
Ensure SOPs are followed
Minimize scope creep

Real-time
Project Tracking:

Implement
Quality Assurance

Collect
Client Feedback