PIE CRM Onboarding

These courses are designed for advisors to navigate PIE CRM confidently and provide you with an experience that explains the main features of PlanitEasy CRM.

Within your My Account menu, you’ll find a variety of settings you will may find helpful to customize at the beginning of your journey.

1. Trip Planner Page Explained

2. Importing E-mail Confirmations

3. Importing PNRs

4. Adding Travelers

5. Traveler's Report

Want a demo on trips? Click Here to schedule one.

Here are some materials you should prepare: PNRs or email confirmations that you want to import, a sample proposal or past trip you can recreate in PlanitEasy.

Getting your client information in PlanitEasy is a crucial first step to using the many features in PlanitEasy to support your client relationship.

Want a demo on Profiles? Click Here to schedule one.

Here are some materials you should prepare: Your client profile data: you will need an export of client data from an existing CRM like Clientbase, or in an excel grid exported from MS Office, Sabre, or another platform. (Reach out to the PIE team if you need help importing your files).

Forms support automation in PlanitEasy, taking the manual work of managing client information or requests out of your hands. Be sure to check out the standard forms that are available to all users in PlanitEasy, and consider which forms you may want to customize to support your business workflow like client intake, lead management, accepting terms, conditions, and collecting fees.

1. Forms Overview Video

2. Traveler information form

3. Trip Request form

4. Credit Card Authorization

Want a demo on forms? Click Here to schedule one.

Here are some materials you should prepare: any existing terms and conditions, travel insurance waivers, credit card authorization forms, client intake, lead generation, travel review requests.

As always, please reach out to us using the chat/email or schedule some time to chat with us HERE.