PlanB Lead Management

One workspace for
every lead and team

Capture leads, assign and call them, and track agent performance across all your companies.

Lead management

Add, assign and track every lead in one place.

Multi-company

Separate leads, fields and users for each business.

Calling & WhatsApp

One-tap calls and WhatsApp routing for your team.

Reports

Track performance with powerful insights.

Smart Auto-Dialer

New leads are called automatically, without delay.

Team Attendance

Track agent attendance and working hours.

Secure login

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Sign in to your PlanB CRM account.

Need help? Contact your administrator.