Empower your team with our mobile CRM

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Engage your team with simple and powerful dashboards

  • Sales Dashboard
  • Assistant Dashboard
  • Manager Dashboard
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CRM dashboard

Gain 70% + user adoption within the first three months of roll-out with our unique Client Conciergesm onboarding and training process!

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Automate your workflows and create a standardized client experience with our Business Process Buildersm.

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CRM dashboard
CRM dashboard

Increase your ROI and implement targeted marketing campaigns with our RP Campaign Buildersm.

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Make life better for your team with our API integrations so that your staff doesn't have to log into multiple systems.

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CRM dashboard

What Our Users Are Saying:

testimonial

“Relationship Planner keeps my pipeline more organized!” ~ Zach D.

testimonial

“Relationship Planner organizes me and helps me do the weekly tasks that I need to do to be successful.” ~ Walt D.

testimonial

“Our team loves Relationship Planner because it keeps them organized, simplifies their follow-up, is customizable and easy to use.” ~ Christy S.

Empower your team with our mobile CRM

Schedule A Demo