Thrilled to announce that we have just released the functionality to create internal forms for completion between employees in your firm, as well as forms against clients that do not go to the client portal for a client to fill out. Magic! ✨

Thanks to everyone that fed back that they wanted this functionality in Plannr; this will hopefully open up a ton of opportunities to use Plannr for checklists, compliance sign offs, staff evaluations, and much more.

Little help guide here if you want any more info, but go check it out! We recommend a staff form to identify which biscuits are best for the office, and why is the answer choccy hobn

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

Exciting news, we've finally put form builder v1 live on Plannr.

This exciting feature allows you to design and build your own forms that can be used for a variety of different reasons; from a simple enquiry form on your website to gathering additional information on clients ahead of a meeting.

We'll release some videos and guides shortly on how to use it but in the meantime feel free to have a fiddle with it and see what you can build!

All the best,

G and the Plannr Team.