Elevate Your Consulting Business Efficiency with Lightweight CRM

Planch provides consulting businesses with streamlined tools to manage client interactions, track project timelines, and optimize team collaboration.

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Consulting

Everything you need

Comprehensive Tools for Consulting Success

From client management to detailed analytics, Planch supports consultants in enhancing service delivery, building strong client relationships, and boosting business performance.

Seamless client management

Effortlessly organize and manage client information. Track interactions, preferences, and streamline communication for enhanced customer relations.

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Tailored Working Schedules

Adapt work hours with flexibility. Modify business and employee schedules to meet demand while optimizing efficiency.

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Dynamic Service Offerings

Create and customize services with ease. Assign employees, set pricing, and adjust service durations to fit your business needs.

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Integrated Sales Analytics

Gain valuable insights into your sales performance. Monitor trends, revenue growth, and business metrics to inform strategic decisions.

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Comprehensive Employee Management

Streamline your team oversight. Assign roles, track performance, and manage employee details effortlessly to boost productivity and collaboration.

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Instant Appointment Alerts

Keep clients informed with automated reminders. Customize notifications to enhance punctuality and reduce no-shows.

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Manage and grow your business easily with Planch. Get your lightweight system up and running in minutes — right now.

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Fully connected system

CRM and Website — working as one.

Your website is fully connected to your CRM. Services, bookings, and customer-facing data stay in sync automatically.

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Consulting

Consulting provides professional support in solving business challenges and developing companies. Our experts analyze processes, offer effective solutions, and help businesses achieve their goals.

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Popular Services

  • Business Strategy Consulting

    Assistance in creating and developing an effective business strategy.

    15$90min.

    Nearest booking time for tomorrow:

  • Financial Consulting

    Financial analysis and guidance to improve financial performance.

    10$60min.

    Nearest booking time for tomorrow:

  • Process Optimization

    Analysis and improvement of internal processes to increase efficiency.

    5$30min.

    Nearest booking time for tomorrow:

Easy Setup

Get started quickly without any hassle. Just add your products or services and you're ready to go.

Free on Any Plan

Enjoy all these features at no additional cost, even on our free plan.

Online Booking

Allow clients to book appointments effortlessly through your website.

Sell Services Online

Seamlessly offer and manage booking for your services directly through your website.

Sell Memberships

Offer and manage memberships effortlessly, ensuring recurring revenue.

Responsive Design

Your website looks great on any device, providing an optimal experience for your clients.

SEO Optimization

Built-in SEO tools help you rank higher and reach more potential clients.

Flexible Settings and Customization

Tailor your website to your business needs with customizable options.

Blog

Share insights, news, and updates with an integrated blog feature.

Get Started with Your Free Trial Now!

Experience all the benefits firsthand with no commitment. Unlock seamless management, increased client satisfaction, and streamlined operations today. Start your journey with us and see how our tools can transform your business!

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Business services — and more

Explore other areas supported by Planch.