Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
Joined April 2021
- Tweets 524
- Following 416
- Followers 743
- Likes 298
205 Photos and videos
25 Mar 2024
Välkommen till vår familj Söderberg & Partners!
We're delighted to be selected as Söderberg & Partners' back-office partner.
moneymarketing.co.uk/news/so…
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4 Mar 2024
We thought ahead about all the financial planning frustrations you want to leave behind.
Sign up for a free demo of our revolutionary adviser CRM. plannrcrm.com/get-started
CRM made beautifully simple
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4 Mar 2024
Good morning all!
4 Mar 2024
A new CRM provider, Plannr Technologies, has today launched to the intermediary market. @plannrcrm bit.ly/4a0Xm4B
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27 Feb 2024
Looking for more buzz in your business? We’re thrilled to introduce exactly what you seek to make that happen. A beautifully simple, compatible, accessible new back office software solution that’s getting adviser movrs and shakrs quite excited.
plannrcrm.com/get-started
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22 Feb 2024
Say hello to the ground-breaking, problem solving, future shaping adviser back-office that will accelerate you forward, not hold you back.
Sign up for a free demo of our revolutionary adviser CRM here 👉 plannrcrm.com/get-started
CRM made beautifully simple
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20 Feb 2024
Back-office software has never looked so beautiful or been as easy to get on with. If you’re an adviser looking to up your game, make the change.
Sign up for a free demo of our beautiful, game changing CRM. Check out 👉 plannrcrm.com/get-started
CRM made beautifully simple
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14 Feb 2024
Want to take your financial planning to the next level? Get involved with us. We’re changing the face of CRM and would love you along for the ride.
Make a date for a demo and see why we have so many Plannr lovrs.
Book a demo here 👉 plannrcrm.com/book-a-demo
#PLANNRLOVRS
ALT Let's take things further. CRM made beautifully simple.
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14 Feb 2024
You’re an adviser seeking a beautiful, compatible back-office system. We’re passionate creators of simple adviser CRM software. Want to get togethr?
Make a date for a demo and see why we have so many Plannr lovrs. Book a demo here 👉 lnkd.in/eCYqBNRU
#PLANNRLOVRS
ALT We belong togethr! CRM made beautifully simple
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14 Feb 2024
Advisers love the beautiful new back-office software we make, and we love making it. Because as good listnrs, we know what it takes to satisfy.
Make a date for a demo and see why we have so many Plannr lovrs. Book here 👉 plannrcrm.com/book-a-demo
CRM made beautifully simple
ALT Love makr - Choose a CRM that you love
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Plannr CRM retweeted
12 Jan 2024
I've just recorded a video showing how effortless the email integration is in @plannrcrm
loom.com/share/a2413fb82ecc4…
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Plannr CRM retweeted
12 Jan 2024
Defaqto Engage now connects with @plannrcrm's customer relationship management (CRM) technology for #financialadvisers, #planners & #wealthmanagers. How has our integration with Plannr's CRM system helped you? Let us know in the comments - we'd love to hear your feedback!
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12 Dec 2023
My my my, how we’ve grown! We released our 708th API endpoint this week giving our integrators 708 reasons to build rich and powerful integrations!
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Plannr CRM retweeted
11 Dec 2023
We are happy to announce @plannrcrm as one of our partners! 👏
Plannr is on a mission to make Financial Planning beautifully Simple by delivering the next generation of Financial CRM. 👩💻
Make sure to catch Plannr at Adviser 3.0. Find out more here 👉 eu1.hubs.ly/H06zb6n0
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29 Nov 2023
Did someone say valuations via contract enquiry from Royal London? *checks notes* Well that's good as we've just put that live!
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Plannr CRM retweeted
8 Nov 2023
We’re excited to announce that our integration with @plannrcrm is now live! Benefitting users of both systems, Defaqto Engage now connects with Plannr’s (CRM) tech for advisers, planners & wealth managers. Find out more: bit.ly/3sttvS0 #financialadvice #finance
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Plannr CRM retweeted
6 Nov 2023
Defaqto (@DefaqtoAdviser), one of the UK’s most trusted sources of financial product and market intelligence, has announced its integration with new fintech challenger Plannr (@plannrcrm) is now live.
ifamagazine.com/defaqto-rele…
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24 Oct 2023
44 seconds response time from our live-chat today. Nicely done team!
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24 Oct 2023
Who's tried our live-chat since launching it? Our support team have been busy responding to requests in only a few minutes, according to the stats from our help-desk.
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11 Oct 2023
Let's gooooooooooooooo! Who's ready for our upcoming integration with the lovely gang over at @FundmentHQ?
#buildBetter #itsComing
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