Who Uses This Software?

Small Businesses, Churches, Clubs, Associations, Event Planners


Average Ratings

17 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $6.37/year/user
  • Pricing Details
    Pricing is flexible. We support standard and custom packages.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

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

About Planner Dale

Plannerdale offers a suite of applications and features that cut across various important activities within your business or organisation. This includes Address Book, Emails, SMS, Calendar, Service Desk and more. With the help of a dashboard, you are easily drawn to information and activities that require immediate attention. System can be configured to meet your requirements. Pplannerdale is also open to customization, should you require additional features.


Planner Dale Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Accounting Integration
  • Attendance Tracking
  • Built-in Accounting
  • Child Check-in
  • Event Management
  • Member Directory
  • Member Portal
  • Multi-Site Management
  • Online Giving
  • Pledge Management
  • Small Group Management
  • Volunteer Management

Planner Dale Reviews Recently Reviewed!


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

Jan 30, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: versitility

Vendor Response

by Capteck on February 24, 2018

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.

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.

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

Dec 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The rota scheduling for persons within inter-connected departments and the prompt reminders are valueless. The site is also mobile friendly.

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

Overall: 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.

Excellent records and data management software

Dec 27, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: The easy to use features and functionalities. Updating records of the church and sending alerts to members of the church. The alerts sent to the members has really helped in keeping each member informed

It is an investment worth doing to save time and energy.

Jul 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I serve in a church that is growing and we decided to invest in Planner Dale despite being a small congregation, but as we grew up we realized how useful it is to invest timely to keep things well organized from the beginning. This has saved us a lot of time from the servers and has simplified communication with the members of the church.

Cons: I have not found anything that I do not like, but I still do not know how it will work when we grow up and become a large congregation.

Overall: Save time, many time.

Fantastic software. Helped my team stay organised.

Dec 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The Rota reminder and email functionality helped the team stay on track of their responsibilities. Reduced the need to manually call members of the team to remind them of their roles for the week.

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

Dec 28, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

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).

Otherwise, the software mostly surpassed my expectations and happy to continue using.

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.

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.

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.

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.

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.

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.

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.

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

Dec 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The software is customizable to our needs and they provide timely and excellent customer service when needed. It works seemlessly with our organizations other software. Text message capability is also an excellent idea.

Overall: Help contacting stakeholders

Capterra loader

Works Well - Used as Roster Manager

Nov 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Vendor support is exceptional. Very friendly and quick to respond.

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.

Capterra loader

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

Dec 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It's clear and straight forward layout. Easy to understand and customize to your exact requirements.

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