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Save time with
one smart app
for your business.
Bring customers, quotes, projects, planning, and communication together in one central app. With smart automation and AI, you can reduce manual work, avoid standalone tools, and keep a grip on everything happening within your business.
Account manager
From application to execution:
everything clearly in one place.
A lot goes on at the same time within a company. New requests come in, quotes need to be followed up, projects need to be scheduled, and employees need to know exactly what needs to happen and when. With 4planning Business, you bring together customers, quotes, projects, scheduling, and communication in one central app. This way, you work faster, prevent miscommunication, and keep control of the entire process.
Give instructions in plain language and let your AI Assistant prepare quotes, tasks, projects, schedules, and communications.
One app, all functions
for more control over your business.
CRM & Klantbeheer
Quotes & approval
Projects & Planning
Service & Maintenance
Materials and stock
Customer communication
Automation & AI
Your company app
View success stories
from other companies.
From growing businesses to multi-team organisations, more and more companies are choosing 4planning to streamline their processes. Read how our clients are saying goodbye to disjointed tools and are now managing their planning, communication, documents, and internal organisation with ease from one central app.
All about you customers in one place
No more scattered customer data across different systems, mailboxes, or documents. In 4planning, you centralise all important information, such as company details, contacts, addresses, notes, contact moments, and purchased products.
This ensures your team always has a complete and up-to-date customer profile. This makes follow-up easier, prevents misunderstandings, and ensures that every employee can assist customers quickly and professionally.
From quote to Agreed
No more loose Word files, manual calculations, or unclear versions. In 4planning you can assemble professional quotes with products, services, quantities, prices, and conditions. You can do this yourself or let your AI Assistant prepare the quote.
The customer views the quote online, can respond directly, and gives digital approval with a signature. This way, you maintain control over the status and can proceed immediately after approval.
Hold on Projects and planning
No more scattered to-do lists, schedules, or project information. In 4planning, you manage the client, location, deadline, tasks, checklists, materials, documents, and progress for each project from one central overview.
Staff log in using their own accounts and can immediately see where and when they are needed. This ensures that everyone knows what needs to be done, keeps the schedule up to date and prevents delays or confusion during implementation.
Always maintain on time arranged
No more maintenance moments forgotten or scheduled too late. In 4planning, you manage service contracts, maintenance appointments, and products or installations that are in use by a customer.
Plan subsequent maintenance directly in advance and automatically send confirmations and reminders. This way, the customer knows when you will visit, periodic maintenance remains well-organised, and employees are less likely to be met with a closed door unexpectedly.
Always insight in Materials and stock
No more scattered stock lists or uncertainty about available materials. In 4planning, you can manage products, quantities, purchase prices and selling prices from a single central overview.
Use materials directly in quotes and projects. When a quote is accepted and products are order-picked, stock is automatically adjusted. This way, stock remains up-to-date, you prevent shortages, and you know precisely which materials are available for execution.
Keep customers automatically up to date
No more manual appointment confirmations, separate reminders, or the same status updates. 4planning automatically sends customer communications from your own house style, email address, and domain.
Customers receive confirmations, reminders, and important changes at the right time. Through the customer portal, they can also view appointments, products, maintenance contracts, and project updates. This keeps every customer well-informed and saves your team a lot of time.
Let Automation and AI do the work
No more unnecessary manual work for recurring processes. In 4planning, you can set up your own AI Employee that prepares quotes, projects, tasks, checklists, schedules, and customer communications for you.
Processes also link together automatically. An enquiry becomes a customer, an accepted quotation becomes a project, and materials used are recorded in stock. All you need to do is check the details, which saves you a lot of time every day.
One central Business app for your team
No more fragmented work information, internal communications or documents. Every employee gets their own account and sees their assigned projects, tasks, schedules, documents and important company information in the company app.
With roles and rights, you determine precisely who can view or use which components. You can also share news, polls, and events, and optionally use the digital employee pass for access control. This way, work and internal communication come together in one app.
Met 4planning!
Create your own app entirely without obligation and start organising your organisation more efficiently straight away!
- 3-month free trial
- Cancelable monthly
Simply switch to 4planning. Import your existing customer data and easily set up your environment so you can get back to work immediately without having to rebuild everything manually.
We're happy to help!
Frequently Asked questions
What is 4planning Business?
4planning Business is suitable for which companies?
4planning Business is suitable for SMEs that work with clients, projects, employees, materials or recurring maintenance. Think of installation companies, maintenance companies, construction companies and business service providers.
What features are included in 4planning Business?
You can manage customers, create quotes, organise projects, schedule employees, record maintenance, track inventory and automatically inform customers, among other things. Additionally, you can automate processes with your own AI Employee.
Can I use 4planning Business on my phone and computer?
Yes. 4planning is available via the online web environment and mobile app. This way, employees at the office and on the go have access to their schedules, projects, and tasks.
Does every employee get their own account?
Yes. Every employee can log in with a personal account. With roles and permissions, you can determine precisely which projects, documents and functions someone may view or use.
Can 4planning be set up in our own house style?
Yes. You can brand the environment with your own logo, colours, and company image. Emails, quotes, and customer communications can also be sent recognisably from your company.
Can I take my existing data with me to 4planning?
Can 4planning be integrated with other systems?
Yes. Integration is possible with, among other things, your website, email, and phone system. For example, new requests can automatically enter 4planning via website forms.
How can the AI Assistant from 4planning help?
Your own AI Assistant can prepare quotes, projects, to-do lists, schedules, and customer communications. You give a command in plain language and only need to check the result.
Can customers view information themselves?
How quickly can I start with 4planning Business?
How much does 4planning Business cost?
The costs depend on the chosen package and the features your company requires. You can try 4planning for free first to discover which package best suits your needs.
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CRM & Klantbeheer
Quotes & approval
Projects & Planning
Service & Maintenance
Materials and stock
New requests
Customer communication
Automation & AI
Your company app
Matches & results
Referees
Agenda and attendance
Communication & Engagement
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