Telenotes vs Visual Planning

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Telenotes

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$135.00 /month

Visual Planning

Category: Task Management Tool

Industries: Business, Communication, Marketing, Education

Pricing

Saas : $35 / user / mo*

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Most popular feedback for Telenotes

The ability to track where I've been .The ability to follow up on what I've done .

Renee O.

About Telenotes

Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us.

Most popular feedback for Visual Planning

The best thing about Visual Planning is the simplicity of it. It is very easy to use. Scheduling tasks for different employees is very simple, you just click on their box and then click "add card". It has various features that make it easy to use such as color codes and time labels. It helps boost productivity and gives all employees something to look at when wondering what to do.

Benjamin M.

About Visual Planning

Visual Planning is a powerful planning & scheduling software used to manage all types of resources. Our unique flexibility allows you to track projects, jobs, tasks, customers, work orders, employees, equipment and more in a single tool, so you can focus on what truly matters. Centralizing data helps teams become more efficient. Users can work in collaboration from anywhere and access on mobile devices. Send e-mails and SMS alerts to team members, and connect schedules with personal calendars.

Telenotes reviews

The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!

- Michele F. Director of Sales & Operations

he biggest problem solved is being able to track the information from a call. I receive followup tasks and calendar reminders in real time and can act on the requests of my customers right away. I have talked to other sales professionals who use different CRMs and find that they don't like them and spend more non-sales time inputting their call notes, if they even remember them. Telenotes makes it EZ to input, act, and move on to the next client without having to remember all the details in my mind. They are my sales brain!

- Timm R. Regional Manager

Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.

- Lexie K. Transriber

Visual Planning reviews

It has an easy to use process that imports all my jobs on to visual planning from Efacs I can plan each machine effectivly by being able to litrerelly click on each machine, but i can also see if everything is in time and not clashing.

- Claire R. Production Planner/Admin

It has been a great experience. It is so easy to use and the drag and drop feature is perfect.

- Shawn C. Production planner

VP helps us to see data more clearly, allowing us to make the decisions that matter, when they matter. This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.

- Trevor W. Director

Pros & cons

Telenotes

Pros
It is great when I get put off by a current customer or if I just run out of calls to make
This program has shown me that there is always another call to make
If I need help with the program TNOTES has always been right there for me
They have truly made me a lot more than I pay them
It saves me time and keeps my clients information safe and organized
LOL and I found it hard to stay organized and stay on top of things."
Cons
I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding
The biggest problem solved is being able to track the information from a call."

Visual Planning

Pros
The flexibility is the best feature
We can easily create views and displays and customize the software
Our clients are happy in using this app to schedule officers in shifts and track their attendance
The scheduling app worked better than I expected and the additional capabilities the software provides has streamlined our other process
This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using."
Cons
While it is a good thing, so an outsider/average user it can be confusing or intimidating
It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs."

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