Capteck

Planner Dale

4.5 / 5 8 reviews

Who Uses This Software?

Need a system for managing contacts, email tracking, calendar/attendance, inventory, rosters, help desk, expense claims? Planner Dale is for businesses, clubs, churches, wedding/event planners and U!


Average Ratings

8 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Capteck
  • www.plannerdale.com/
  • Founded 2011
  • United Kingdom

About This Software

A record management system & planning tool that allows for managing contacts, events, tasks, communication, rosters, expense claims, help desk and other important info. It is also powered with a smart and competent notification system that reminds you of pending activities and important dates based on the reminder threshold you have requested. Activities such as messaging contacts can be scheduled for a future date. The system keeps track and automatically carries out activities for you.


Planner Dale Features

  • Attendance Tracking
  • Built-In Accounting
  • Calendar Management
  • Child Check-In
  • Donation Management
  • Event Management
  • Group Management
  • Learning Management (LMS)
  • Library Management
  • Member Directory
  • Member Profiles
  • Membership Management
  • Multi-Site Management
  • Newsletter Management
  • Online Payments / Giving
  • Pledge Management
  • Volunteer Management
  • Website Management
  • Worship Planning
  • Call Logging
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Forecasting
  • Sales Pipeline Management
  • Territory Management
  • Application Management
  • Association Membership
  • Automatic Renewals
  • Club Membership
  • Committee Management
  • Dues Management
  • Email Marketing
  • Event Management
  • Gym Membership
  • Jobs Board
  • Member Database
  • Member Directory
  • Member Portal
  • Nonprofit Membership
  • Payment Processing
  • Website Management

Planner Dale Reviews

Used this in one of our church branches

Jul 24, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love this software. It really simplified rotas, email communications and all sorts of admin issues. I highly recommend it

Vendor Response

by Capteck on July 24, 2015

Thanks for the feedback.

Excellent experience...simply amazing

Apr 02, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Overall Planner Dale an excellent package. Its amazing how Planner Dale helps individuals, organizations and SMEs efficiently plan their daily schedules and businesses processes. 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. I wish I had started using Planner Dale earlier. It has really made me more efficient in executing my task and accomplishing my targets within the stipulated time frame. Kudos to the developer, it is a very well designed package. I certainly recommend it to businesses owners!

Vendor Response

by Capteck on April 02, 2015

Thanks Adekoyejo, this is really appreciated.

Excellent Service

Mar 26, 2015
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: very effective product ,it has off loaded a lot admistrative tasks in our organisation and it has improved service and quickened the process.

Vendor Response

by Capteck on March 26, 2015

Thanks for the review Lorraine. Very much appreciated.

It's user friendly and easy to navigate

Mar 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I must say this is an outstanding software. Kudos to the developer. It's a very effective software for businesses especially SME's in effective and efficient planning of business activities. Highly recommendable.
The customer service is efficient. So far, not noticed any issues with the software

Vendor Response

by Capteck on March 26, 2015

Thanks for this Daniel. Very much appreciated.

Easy to use, efficient & simply amazing

Mar 25, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Planner Dale is an astounding web application that creates a platform for individuals, organizations and SMEs to plan their everyday schedules and businesses processes in an organized and efficient manner.

Going through the demo on the welcome page is all the head-start you need in getting acquainted with the use of the application. 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. It has an innovative emailing tracking feature that gives the user the ability to know who has and who hasn't read their sent emails and even the percentage of recipients that have read the emails.

It's finance module is very easy to use and it allows users to conveniently manage their Income and expenditures. It even provides a financial summary report for any period specified by the user.

There is really noting to critique about Planner Dale and this is due to the fact that it's a well thought-out application which is amazingly robust, flexible to individual needs with multiple layers of functionality.

If you are thinking of a better and coherent way to plan your business, manage your personal activities or events , think Planner Dale.

Vendor Response

by Capteck on March 29, 2015

Thanks for this oustanding review. Very much appreciated Babatunde.

A very thoughtfully designed product

Mar 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am delighted with the product overall. I wish I had started using Plannerdale earlier. Quite easy to use and very user friendly. For a very decent price I could even customize certain areas of the application to suit my requirements. The customer service our organization receives is always prompt, courteous and efficient. I certainly would recommend this for many businesses owners!

Vendor Response

by Capteck on March 25, 2015

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

used the free trial

Mar 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I really liked using planer dale. 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

Vendor Response

by Capteck on March 25, 2015

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

impressive

Mar 25, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

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

Vendor Response

by Capteck on March 25, 2015

Thanks a lot for the review. Really appreciated.