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Plan for Your Success

Wish that you could predict the future, and visualise where you’ll be in a week or month from now? Make your vision come true by planning ahead! Your agency’s future success lays safely in your hands with JJungles CRM’s Planning feature. With this feature, you can easily schedule and assign multiple tasks to team members or colleagues within a visual dashboard.

Planning

Plan Intuitively

Our CRM’s optimised, customisable dashboard makes planning for even the most complex, long-term projects or timelines incredibly simple. Make it look appealing with colour changes, and change views to suit your unique working style

Past, Present and Future

Check the progression status and details of tasks conducted in the past, currently being worked on, or those yet to be completed.

Efficient Recording

Keep track of everything you and your team have on their plate with our dashboard’s comprehensive overview.

Take Action

With a clear snapshot of your team’s plans, you can more effectively take action, propelling your team into new prospects at a faster pace!

Planning

Soar Past Your Competitors

Ensure your team is ahead of the curve by planning for future needs today. You can use a single tool to allocate tasks, projects, relevant leads or contacts, and schedule meetings and follow-up actions.

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Kenny Wallace Vendor Tooling Engineer, Nissan North America

monday.com has given me the confidence because when I walk into the room I know that when upper management asks for a certain piece of information I’m able to quickly provide it for them.

Charlie MacGregor Founder & CEO

Now that we have monday.com Work OS as the backbone of our organization I feel that I have an overview I can trust.

Enhanced Visibility

Use the interactive Planning dashboard to ensure everything is right on track, with input from your entire team building an unshakeable timeline for your organisation with the JJungles CRM tools.

Align Your Team

With the Planning feature, you can stay closely connected to your team, no matter where they’re located. Whether you’re in a different country or time zone, you’ll receive up-to-date notifications on everything your team is working on.

Trusted by 152,000+ customers worldwide

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Case studies

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