“The Future, Now”



  • The next generation of CRM/Practice Management/Back-Office system
  • API Centric architecture
  • Branded Enhanced Client Portal
  • Web-Based Document Builder
  • Revolutionary Automation Engine
  • Lighting Fast response times

In their own words:

“Plannr Technologies will be demonstrating the next generation CRM for financial planning companies. You will see the speed and ease of use of the latest in user interface design coupled with all the required functionality and more for your back-office. The demonstration will give a whistle-stop tour of all the main features so you can see its capability but we will go further than just features and show the revolutionary Automation Engine at work. Showing you how this latest tech offering works for you 24×7 engaging and adding value to your prospects and clients at any stage in your business life-cycle.

We will demonstrate how the Automation Engine can draw on all the functionality of Plannr to supercharge the basic workflow and task management of current back-office systems and offer your businesses the chance to rethink what you want pro-actively engage customers whilst decreasing staff workloads on mundane tasks.”

Company Info

HQ: Waterlooville, England

Founded: 2021

Product Displayed: Plannr CRM

Presenter: Nick Harper and Gareth Thompson