Zen Planner's lead tracking software helps you and your small staff boost enrollments with sophisticated features and powerful automations. You'll be able to respond to a larger number of prospects more effectively and keep track of your progress towards your goals with minimal effort.
Your staff will love Zen Planner because it lets them focus on selling your programs and limits the amount of paper-pushing required to follow-up with your hottest prospects.
Zen Planner lets you create your own system for handling prospects and automate how and when prospects should be contacted at each stage of the sales process. Spend less time in front of the computer and more time showing prospects why you love your programs.
Enter New Prospects EasilySave a tree and enter your new prospects into your database quickly and easily using our Add a Person Wizard. Enter key information while you're on the phone without scrambling through lots of menus. Add notes, follow-up tasks and other custom fields. |
Better Appointment HandlingMake a custom appointment report that automatically tracks the status of each prospect and view a daily list of action items with less manual effort. View calls and appointments. Email reminders to prospects before or after a scheduled appointment. |
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Improved Membership RenewalsStop spending postage and time mailing out renewal letters to students every week. Automatically email members every week prior to their renewal date. You can even provide a link to your member website and let them renew their membership online. Learn more about managing members. |
Easy Prospect ConversionForget about typing in a new agreement. Easily convert a prospect into an active student when you sign a new contract using our Add a Person Wizard. Enter the terms of the agreement, create a payment schedule and even accept a down payment in one streamlined process. |
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Create Your Own Source CodesSet up your own tracking codes and identify which of your advertising sources generate the most inquiries. Use it to discover how many prospects come in each month from lead boxes, phone calls, walk-ins and more. |
Custom Lead Capture FormCustomize your lead capture form and allow leads to specify which of your programs interest them and why. Publish the form to your member website and receive an alert instantly when a new lead signs up. Learn more about the member website. |
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Capture New Leads from EventsPromote your events on your member website. When a new registers online for the event, they're instantly added to your database as a new lead. Great for capturing leads from birthday parties, workshops and other public events. Learn more about online event registration. |
Find Out When New Leads Sign Up InstantlyUse Zen Planner's built-in scheduler to assign all new leads from your website to a staff member and remind your staff to follow up with a phone call. You can also create an automated email that introduces the lead to your studio. |
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Track Monthly Stats AutomaticallyStop filling out that spreadsheet. Enter the minimum and maximum number of inquiries, calls, appointments and new memberships you need each month to make your enrollment numbers then let the Dashboard display your progress towards these goals automatically. |
Packaged and Custom ReportsUse one of our packaged report or use our built-in report builder to analyze your pipeline and forecasts in real-time. Drill down and adjust your enrollment goals accordingly based on this information. Eliminates time spent putting together multiple spreadsheets over a period of time. |
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