Appointment Management
Record customer or patient appointments, manage the services to be provided and track appointment history.
Planning Management
Plan appointments, reservations and daily operations from one screen.
Manage customer and team planning centrally with appointments, reservations, activities, tasks and reminders.
Planning Calendar
This Week
Weekly Schedule
Mon
Tue
Wed
Thu
Fri
18
10:00
Sales Meeting
19
20
10:30
Customer Meeting
14:00
Product Demo
21
13:30
Follow-up Call
22
Today's Plan
4
Pending Activities
7
Planning Features
Plan your day and your team's workload more effectively.
Plan and track appointments, meetings, tasks and customer activities from a single calendar.
Reservation Management
Record reservation requests centrally, track their progress and plan them together with your teams.
Activity Management
Record meetings, emails, visits and other customer activities, manage them through a calendar and report on them.
Task Management
Create and prioritize tasks for yourself and your team and track completion status online.
Reminders
Track important dates such as payments, visits, contract renewals, birthdays and task deadlines with on-screen and email notifications.
Online Forms and Request Collection
Collect online appointment requests through your website and include incoming records in your planning processes.
Planning Tools
Manage appointments and team planning from one place.
Appointment Management
Online Forms & Appointment Requests
Team Planning
Task & Activity Assignment
Calendar Management
Reminders & Follow-up
How it works
Make every scheduled activity visible and trackable.
Schedule activities, assign them to the right people and manage daily work together with your customer processes.
Schedule the activity
Create meetings, calls, tasks and other activities with date, time and responsible user information.
Manage everything from the calendar
View personal and team activities on a calendar and easily follow workloads and upcoming tasks.
Connect activities with customer processes
Connect planned activities with customers, sales opportunities and other DinamikCRM records to see the complete process.
Frequently Asked Questions
Questions about Planning.
Find answers to common questions about DinamikCRM planning and activity management.
Yes. Appointments, meetings and other activities can be scheduled by date and time and tracked directly from the calendar.
Yes. Planned activities can be assigned to users so team schedules can be managed together.
Yes. Calls, meetings and follow-up activities can be connected to customer records and displayed in the customer's history.
Yes. Upcoming and pending activities can be followed by date to organize daily and weekly work schedules.
Yes. Planned user activities can be evaluated together to make team workload and time planning more visible.
Try DinamikCRM
Start bringing your business processes together today.
Try DinamikCRM free for 14 days. Get started without installation and test it with your team using your real business processes.
01
14-day free trial
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No credit card required
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Quick start