Planner + Discount - Up to 20% off

Software package that helps you manage all your sales, customer service and marketing activities.

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Category

CRM

What is Planner +?


Planner + is a comprehensive software solution designed to manage sales, customer service, and marketing activities, encompassing resource planning and after-sales support. Its main features include business management, enterprise resource planning, and attendance tracking. Users have rated it 4.5 out of 5, highlighting its ease of use and effective customer service.

  1. Comprehensive, integrated ERP and CRM suite
  2. Highly customizable modules and user interface
  3. Project and job-order management with profitability
  4. Ticketing and after-sales service management
  5. Centralized data and linked document workflow
  6. Agenda, activities, planning and resource scheduling

Eligibility


Number of Seats/Users: Planner + offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Planner + that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Planner +. Planner + reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Planner + offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Planner +. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Planner + often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Planner + - Up to 20% off

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Reviews


Here at Spendbase our internal data shows that Planner + delivers strong value for small and mid-sized companies, especially those working on projects/commesse and service-based work.

Overall sentiment
– Average rating trends around 4–5 stars
– Spendbase clients are generally satisfied and tend to stay on the product for many years
– Many say it now fits their company “like a tailored suit” after some configuration

Key strengths our clients highlight
– Functional coverage
– Full chain from quote → order → delivery → invoice (including e‑invoicing)
– Strong commessa / project tracking and profitability control
– Solid CRM for customers, tickets, after‑sales and training courses
– Good agenda, tasks and practice/client management

  • Customization & flexibility
  • High degree of tailoring to specific workflows
  • Ability to adapt to non‑standard setups (e.g., engineering services where “time” is the core resource, not warehouse stock)
  • Personalized reports and dashboards

  • Cost-effectiveness

  • Purchase and maintenance price seen as “very competitive” for the feature set
  • Single data entry reused across modules, reducing manual work and hidden labor costs

  • Support

  • Tech team described as helpful, responsive and willing to adjust the product
  • Bugs and misalignments are typically resolved quickly

Main friction points we see
– Usability & UX
– Interface initially feels less “modern” and less intuitive than some cloud tools
– Multi-company workflows can be confusing

  • Architecture & mobility
  • Client/server setup limits use in mobility
  • Mobile app exists but is still functionally limited

  • Advanced configurations

  • Certain economic/finance features viewed as complex
  • Sub‑commessa structure and cost-visibility controls (e.g., hiding hourly rates) require careful setup
  • Some custom developments are not perfect at first release and need tuning

  • Gaps & wishes

  • Desire for automatic warehouse updates from purchase e‑invoices
  • Marketing features perceived as underdeveloped
  • Occasional issues with updates and temporary blocks

From a Spendbase discount and optimization angle, our insight is that many clients actively use only 40–50% of Planner + capabilities. This creates room to:
– Right-size license tiers and modules
– Push for discounts on rarely used components
– Prioritize investment only in those customizations that drive measurable process savings.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. Do you offer discounts for bulk planner purchases?

Yes, we provide tiered discounts starting at 25% off for orders over $500.

2. Can I apply multiple discount codes to a single order?

Only one discount code can be applied per order; exceptions include free shipping offers.

3. Do you have a loyalty rewards program?

Yes, our Happy Rewards program lets you earn points for purchases, reviews, and more.

4. Are there special discounts for teachers or first responders?

We offer a 10% discount to teachers, first responders, military personnel, and government employees.

5. Can I customize planners when ordering in bulk?

Yes, bulk orders can include custom covers and designs to reflect your school or program.

6. Do clearance items qualify for additional discounts?

Clearance items are already discounted and not eligible for further promotions.

7. How can I earn points in the rewards program?

Earn points by making purchases, leaving product reviews, and celebrating your birthday with us.

8. Do you offer referral rewards for recommending your planners?

Yes, refer a friend and both receive $5 off your next purchase.

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