Optimise Sales Scheduling Across Teams and Campaigns
The Sales Planner lets you import clients, set priorities, and automate bulk appointment scheduling, ensuring every team gets a fully optimised campaign plan with minimal effort.
Introducing TIMIFY Sales Planner
Sales Planner automates high-volume sales meeting planning across teams and campaigns. Import clients, set priorities, and generate optimised appointment agendas that align with availability and resources, without the manual workload.
What You Can Do with The Sales Planner
The Sales Planner gives you full control over every stage of your appointment campaigns, from team setup and client selection to scheduling and invitation sending.
Automate Bulk Client Scheduling
Plan high-volume sales or account-management meetings in minutes. Import clients, set priorities, and let the system optimise appointment timing across teams and campaign periods.
Allocate Resources with Precision
Assign the right sales reps, services, and dependencies to every client. Ensure meetings are aligned with expertise, availability, and operational constraints — with no manual coordination.
Run Structured, Multi-Team Campaigns
Manage regional or product-based sales cycles effortlessly. Create campaigns, schedule appointments week by week, and keep teams aligned with a unified, conflict-free schedule.
Built for Industries Managing High-Volume Client Meetings
The Sales Planner is designed for organisations that rely on structured, recurring sales cycles and need a reliable way to coordinate large volumes of client appointments across teams, regions, and product lines. It eliminates the manual workload, reduces scheduling errors, and ensures every key account gets the right attention at the right time.
-
Fashion & Retail
Perfect for brands managing seasonal sales campaigns with wholesale clients. Plan collection previews, regional account meetings, and multi-brand appointments effortlessly. Prioritise top buyers, align sales reps with the right clients, and generate conflict-free agendas across entire selling seasons.
-
Financial & Professional Services
Well-suited for organisations running structured account-management cycles for high-value clients. Schedule annual reviews, portfolio check-ins, or regional visit rounds with consistency, while keeping advisors’ workloads balanced and client priorities respected.
Features Designed for Complex Sales Operations
Team-Based Resource Management
Group sales reps into dedicated teams — by region, product line, or market segment — and run campaigns with clean separation of responsibilities. Each team plans, schedules, and reviews its own agenda, ensuring large organisations stay structured and scalable.
Customer & Contact Import at Scale
Import companies, contacts, priorities, and assigned resources in one simple step. Sales Planner automatically groups contacts by organisation, applies tags, and prepares your data for bulk scheduling, giving teams a clean, ready-to-plan client list from the start.
Built-In Conflict Resolution
When availability, priorities, or resource constraints collide, the system identifies conflicts and prompts you to review affected clients. Exclude accounts, adjust settings, or refine resources, the Sales Planner ensures the final schedule is feasible, balanced, and fully optimised.