Your Prospect Will Never Slip Away

The moment a prospective buyer clicks your ad, their details land in the system within a second and are assigned to the right advisor who speaks the matching language.

Matching is not random: each advisor’s profile records which languages they speak, and you may restrict an advisor to requests in selected languages only; if the matching advisor is unavailable, the request drops into the general pool so no client waits behind a language barrier.

Before they grasp what happened, your prospect experiences the confidence of being called professionally in their own language — and that first contact in seconds puts you not a step, but a day ahead of competitors.

If your advisor does not call an ad-sourced prospect within 3 hours, the system automatically reassigns them to another advisor (you may adjust the window).

The stress of “Are my clients being called?” disappears; you begin closing while competitors still reach for the phone.

After every conversation a “next step” is mandatory, so no client is forgotten — Planyum tracks the next task and reminds the owner.

Even if an advisor goes on leave or leaves the firm, that client’s next step waits in the system without disappearing.

If a lead isn't called by the first specialist, the system routes it through the rest of the language- and expertise-matched team, one by one.

If no one calls, it escalates to a manager, who can call it themselves or hand it to a specialist.

If that still doesn't resolve it, the situation is automatically reported to company ownership, with a written explanation of why the customer was never called despite every attempt. Nothing gets lost without someone knowing.

Your salespeople cannot grant large discounts at will. By default every discount request above 10% locks and falls to the manager for approval; requests above 15% escalate directly to the company owner as an extra safeguard.

Neither threshold is fixed — reset them to your policy at first setup or anytime later. Counter-offers become urgent tasks instantly.

Your margin stays protected across dozens of simultaneous negotiations without slowing the process.