Book Coaching Session
Book Sales Enquiry
Book Software Demo
Client Relationship Management

Leads & Enquiries

Quick, Easy, Automated

Contacts, leads and enquiries can be added to the system quickly and easily, and linked to any relevant marketing activity and campaigns. 

Enquiry Pipelines can be built for different customer journeys, with custom milestones and status to help you track your clients’ progress. 

Enquiry Workflows allow for automated task threads for different services to ensure that enquiry tasks are assigned to the correct user or team for follow up. 

Send, See, Convert

Decision logic can also be built-in. This allows you to specify the actions that should be taken based on customer responses and user input, including automatic triggering of bespoke communications relevant to your prospective customers area of interest. 

The Enquiry Dashboard allows you to see all active leads and enquiries, including their pipeline stage, upcoming tasks and case notes. 

The Report Builder allows for custom reporting so you can analyse and track your enquiry conversion rates and the return-on-investment of your marketing campaigns. 



Next Steps

Why PlanHappy is here...

We’ve lived your day-to-day. We’ve experienced your challenges. And we’re certain we’ve shared your same frustrations navigating the various back-office systems on the market. So, as the old saying goes if you want something doing right, you do it yourself. And that’s exactly what we did!

PlanHappy is proudly designed by Financial Planners, for Financial Planners.

Read about our story and how we came to be.

Request a callback