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PlanB CRM
Lead Management
One workspace for
every lead and team
Capture leads, assign and call them, and track agent performance across all your companies.
Lead management
Add, assign and track every lead in one place.
Multi-company
Separate leads, fields and users for each business.
Calling & WhatsApp
One-tap calls and WhatsApp routing for your agents.
Reports
Call logs, hourly reports and payroll suggestions.
Total Leads
1,248
Calls Today
892
Connected
742
Calling...
Access is limited to authorised PlanB admins and agents.
P
PlanB CRM
Lead Management
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