Day Plans

Day Plans module lets you plan meetings with your customers, track your progress, capture the activities, and complete your days well. A Day Plan is a list of customers you would like to meet on a specific day. You can create several day plans in advance, and modify them as required. You can collaborate with your managers and subordinates to put together these plans.

Day Plans module provides a simpler calendar-based navigation, and helps you to:

  • Plan your days for improved visibility and productivity
  • Proactively meet customers for improved customer satisfaction.
  • Ensure that meetings happen (studies show that scheduled meetings tend to take place more than the ad-hoc meetings)
  • Optimize the order in which you would like to meet the customers, to reduce resource wastage (such as time, fuel, energy, and money)
  • Achieve better customer coverage