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Daily Planner

Ultra‐Staff Daily Planner is a popular option that offers a cohesive vehicle for handling all Ultra‐Staff follow‐ups. Ultra‐Staff’s Daily Planner is your personal assistant to help manage all of your day‐to‐day follow‐up activities. Whether you are cold calling, closing a sale, performing an arrival check, following up on an interview or making a collection call, the Daily Planner will focus your efforts on what needs to get done.

With the Ultra‐Staff Daily Planner you can:

  • Manage Groups
  • View by the Event, Day, Week, Month, Task
  • Generate Follow‐up Statistics
  • Rollover Outstanding Follow‐ups
  • Customize Views and Field Choices
  • Personalize Colors, Alarms and Other Options
  • Mark Tasks Done
  • Seamless Integration With all Ultra‐Staff CRM
  • Improves Operations Efficiency and Sales and Marketing