Planner Dale Features

Planner Dale

CRM & productivity for businesses/non-profit orgs

4.71/5 (17 reviews)

Planner Dale Feature Summary

  • Member Profiles
  • Membership Management
  • Call Logging
  • Interaction Tracking
  • Customer Support
  • List Management
  • Resource Scheduling
  • Donation Management
  • Reminders
  • Committee Management
  • Employee Scheduling
  • Dues Management
  • Appointment Scheduling
  • Online Scheduling
  • Billing & Invoicing
  • Contact Database
  • Email Notifications
  • Event Calendar
  • Invoice Management
  • Financial Analysis
  • Ticket Management
  • Customer Complaint Tracking
  • Customer Experience Management
  • Document Storage
  • Access Control
  • Permission Management
  • Role-Based Permissions
  • Email Integration
  • Attendance Management
  • Subscriber Management
  • Accounting Management
  • Multi-Channel Management
  • Client Portal
  • Built-In Database

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (142 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

Competitor Feature Comparison

Planner Dale Feature Reviews

15 reviewers had the following to say about Planner Dale's features:

Anonymous
A verified reviewer

Makes managing an NGO easier. Automates the process of reaching out to donors and volunteers.

2017-12-26

Help contacting stakeholders

Pros

The software is customizable to our needs and they provide timely and excellent customer service when needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

I use the email function the most and find it extremely useful in organising and tracking.

2017-12-28

Pros

It has a very user-friendly interface. I use it to manage my 100 + clients and makes the process very seemless.

Cons

Inability to sync my calendar with my other calendar applications (on my laptop or mobile device).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Babatunde Ogunleye

Easy to use, efficient & simply amazing

2015-03-25

It's dashboard feature provides you with a clear and concise overview of all that you need to know with regards to what requires your immediate attention in relation to your personal or business plans.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks for this oustanding review. Very much appreciated Babatunde.

Read more
Affiong Iyire

I have used Plannerdale for a bit over two years and it's been really useful and uncomplicated

2017-12-26

Scheduling rotas for my team members and avoiding clashes when members were part of more than one team that served at similar times. This was a very much needed development.

Pros

The rota scheduling for persons within inter-connected departments and the prompt reminders are valueless.

Cons

Can't seem to come up with an cons off the top of my head. That's a good sign i guess.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Evron Sampson

It's been a bit of a learning curve for me but support has been right there with me every step.

2018-01-30

versitility

Pros

I love the versatility and customization. I love that the forms can be filled out on our web site and flow into plannerdale.

Cons

Data entry is cumbersome, not enough default fields, record screen is not easy to view. written helps not detailed enough.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Hi Evron, thanks for the honest and positive review. We have taken your comments on-board, and we have now added a few things within the system to provide you with better experience.

On every page, there is now an FAQ button at the top. This provides you with access to questions and answers that help with using the system. It provides details on using the current page and how to carry out any desired activities.

As usual, if you require any further assistance, our team is always here to support.

Thanks.

Read more
Daniel Hugo Ling

It's user friendly and easy to navigate

2015-03-26

It's a very effective software for businesses especially SME's in effective and efficient planning of business activities. Highly recommendable.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks for this Daniel. Very much appreciated.

Read more
Mary Oluyemi

Fantastic software. Helped my team stay organised.

2017-12-26

Pros

The Rota reminder and email functionality helped the team stay on track of their responsibilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
Read more
Adekoyejo Soyibo

Excellent experience...simply amazing

2015-04-02

It's dashboard feature provide users with a clear and concise overview of things that need immediate attention and the current status of their schedules.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks Adekoyejo, this is really appreciated.

Read more
Joan Ajala

A very thoughtfully designed product

2015-03-25

For a very decent price I could even customize certain areas of the application to suit my requirements.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks a lot for the response. This is highly appreciated.

Read more
Simon Davis

Planner Dale is easy to use and presents the user with a diverse and productive range of options.

2017-12-26

In my opinion it should be advertised and promoted in bigger circles.

Pros

Easy to understand and customize to your exact requirements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
E O

impressive

2015-03-25

User friendly and good visual interface. Highly recommend and look to adopt on more projects

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks a lot for the review. Really appreciated.

Read more
Ademola paseda

used the free trial

2015-03-25

I had previously used other CRM applications such as insightly and I noticed a lot of features in planner dale that are absent in insightly

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks a lot for the feedback. This is highly appreciated.

Read more
Seun Feyisetan

Works Well - Used as Roster Manager

2017-11-15

Pros

Scalable and extensive applications Good user interface

Cons

Multi-account navigation requires logout. Not caused any issues however, as this takes just a few seconds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Chido Gideon

Used this in one of our church branches

2015-07-24

It really simplified rotas, email communications and all sorts of admin issues.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Capteck


Thanks for the feedback.

Read more
Martin Ofori Atta

Excellent records and data management software

2017-12-27

Pros

The easy to use features and functionalities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more