PlanB Healthcare
Patients, clinics and appointments
- Own leads and lead fields
- Own agents and numbers
- Own reports
✦ AI Powered Lead Management
Every call, chat and ad click becomes a lead you can follow up.
PlanB CRM puts phone calls, WhatsApp, Meta ads and website forms into one lead list. Your agents call from the browser, calls are recorded, and managers see every result.
📞Call Recording
💬WhatsApp Leads
♾️Meta Ads
📊Powerful Analytics
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Business
PlanBDashboardUsersLeadsCompaniesPlansReportsSettings
Dashboard
Track your leads & performance
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One place for the whole follow-up
Leads land here from every channel. Agents know who to call next, and managers see what happened on each call.
Call from the browser, keep every recording
Agents press Call on a lead and talk through the browser. Incoming and outgoing calls are saved with the lead, with who ended the call and how long it ran.
Online or offline
Agents switch themselves online to receive calls and offline when they step away.
WhatsApp leads
New messages are routed to the right account and agent, so nothing waits in a spreadsheet.
Know More →
Meta ads
Leads from your Facebook and Instagram forms arrive in the CRM as they are submitted.
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Daily and hourly reports
Call logs, hourly activity and payroll suggestions for every agent in one place.
Know More → Our Solutions
One CRM, a separate space for every company
Each company has its own leads, fields, agents and call numbers, so nothing is shared by mistake.
Explore Our Solutions →
Planbify
Businesses and their teams
- Own leads and lead fields
- Own agents and numbers
- Own reports
PlanB Jobs
Job seekers, employers and applications
- Own leads and lead fields
- Own agents and numbers
- Own reports
How It Works
Simple. Powerful. Effective.
A smooth workflow to turn leads into opportunities.
1Lead Arrives
From a call, WhatsApp message, a Meta ad or a form.
2Agent Calls
One click from the lead. The call is recorded and saved on the lead.
3Team Follows Up
Status, next action and reports show what is done and what is waiting.
Ready to see today’s leads?
Sign in with your PlanB account and pick up where your team left off.
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