Client Communication Features

Keep all client emails stored against the relevant project.
No more searching for emails in other places.

No more searching through emails on other systems

Keep all of your client communications in one place, right where your client information is! Planman’s Project Management Software for Architects and Town Planners helps to improve efficiency and overall ease of use when it comes to client communication!

Store all client documentation with the client’s details

Attach documents directly to the client so everyone knows where the latest files are. Clients can upload files via their own login to save emailing large files back and forth.

Private documents

Need to keep some documents private so the client can’t see them? Simple. Don’t click the “Public” option and client’s won’t be able to see them.

Document Search

Search and find documents with ease using the global search index. Planman’s trusted Project Management Software for Architects and Town Planners can really make life easier for you when it comes to communicating effectively with your clients.

Frequently Asked Client Communication Questions

Here are some frequently asked questions around the client communication features:

Q: Can clients send us emails?

A: Yes, your account comes with a built-in client portal where your clients can login to view all of their quotes, invoices and projects. They can reply to emails that you send them as well as start new emails when they want to ask you something.

Q: Can clients see their project documents?

A: Yes, when you upload and attach document to projects, if you set the document to be “Public”, the client will be able to see and download it from the client portal.

Q: Is it easy to find client emails and documents?

Yes, everything in PlanMan is indexed so when you use the global search feature, emails and documents are included.

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