Bulk Client Messages
We regularly send communications to all of our clients and it would be really helpful if there was an option to send multiple clients a message with an attachment so that we don't have to revert back to emails and all communication can stay within Plannr.
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Comments3
Curtis Berry
Aug 21, 2025
In light of the current Fundment valuation issues, I think it is important to get a bulk messaging feature rolled out soon. We are due to launch our Plannr portal at 01.09.25 and will have circa 150+ Fundment account holders, the time it would take to message each of these individually and let them know about the issue, would be far too long with the current functionality.
It would almost be worth not doing but that isn’t the type of experience we want to provide.
Francois van der Merwe
Aug 1, 2025
Definitely echo this - along with the ability to personlise a bulk generated Conversation using similar placeholders than the current Document Generator. e.g. Client Name, list of plans etc
Curtis Berry
Mar 20, 2025
A bulk messaging feature would save a lot of time.