preloader
Available for

Collaboration

An effective and powerful tool to engage and collaborate with your team.

Why focus on team collaboration?

Although it seems like a simple equation, an effective team collaboration relies on good and truthful communication. This allows your staff to share ideas while they understand how things work and operate. Knowledge is essential, and for that is necessary to establish protocols, maintain organization and embrace consistency.

programmers collaborating group project3

Always apply the best practices

Artboard 91@3x

All staff can access content simultaneously.

Artboard 91 copy@3x

Messages will never be easily misplaced or forgotten.

Artboard 91 copy 2@3x

Provides simple two-way communication.

Artboard 91 copy 3@3x

Content is easy to sort and retrieve in the future.

PlanProphet’s collaboration tools

Activity Timeline
A unified place to see all your customer interactions, from events, email, call logs, reminders, and tasks.
Tasks
Create tasks for yourself or delegate among team members.
Shared Purpose Calendars
Use it to coordinate sign installations or to schedule equipment maintenance. Plan your staff vacation or training events.
Chatter
Make the conversation contextual by starting a Chatter post right from the actual customer, order, or quote record. You will never lose a communication again... just go to the record and it will always be there, right where it matters.
Previous
Next

PlanProphet’s collaboration tools

Activity Timeline
A unified place to see all your customer interactions, from events, email, call logs, reminders, and tasks.
Tasks
Create tasks for yourself or delegate among team members.
Shared Purpose Calendars
Use it to coordinate sign installations or to schedule equipment maintenance. Plan your staff vacation or training events.
Chatter
Make the conversation contextual by starting a Chatter post right from the actual customer, order, or quote record. You will never lose a communication again... just go to the record and it will always be there, right where it matters.
Phone 3

Collaborate even on the go with the PlanProphet mobile app!

Leverage your phone capabilities to collaborate even faster. Don't wait until you are in front of a computer to interact with your team, do it on your mobile phone.
Read more
Google Play
App Store

Begin your PlanProphet experience today

Book a Demo
Sign Up