Price Books and Forms, Inc. | Hannah Daily Planners

ePlanner

Total customer follow-up and goal setting software tool for the professional salesperson. Push one button once in the morning when you come in and all of your follow-up for sales is done through letter, birthday, anniversary card and email. You can do advance searches on any criteria you choose. Program include a Daily Planner / Calendar where you keep up with all of your appointments and "to do" list. Perform email task right out of the program without having to close and open up other programs. Import data you may have in existing programs right into ePlanner.

$150 each

Enter appointment types - Settings [Screen shot]
Appointments and Individual Entries [Screen shot]
Customer Information, Vehicle Information and Deal Recap [Screen shot]
Letters - Sold Customers, Un-Sold Follow-Up, and Reports [Screen shot]
Goals, Actual, and Needed information [Screen shot]
Main Menu Options [Screen shot]
Download a "Free Trial" version here
Download the ePlanner PDF Manual here
(Adobe Acrobat reader is needed to view the ePlanner Manual PDF file. For the latest
version of Acrobat, please go to www.adobe.com to download a free copy)