Capital Planning

r range of SMART products, can give you more time to do the things that really matter. Our range of SMART tools includes SMART Inspect™; an industry leading tool for commercial, industrial, and residential building inspectors, saving you time and money through the inspection process. You have real-time access, anywhere and at any time to inspection reports and records, letting you track the inspection process and seamlessly manage your team and workflow. SMART Knowledge™ is Capital Planning’s intelligent business information system, giving you the necessary tools to organise your business’s knowledge, so that it can be easily found, edited, and shared. This will increase your productivity, simplifies training and improves the overall efficiency of your business. SMART Insure™ is an essential tool for insurance advisors and financial planners. You can access a snapshot of your client’s information and focus on the issues affecting them, as well as see upcoming events, manage clients, and store all your information in one place, so that it is instantly available. SMART Insure™ can let you concentrate on the real issues by using the built-in fact-finder and report writer, allowing you to make better decisions with your client’s best interests in mind. Managing cashflow for your home office or start-up business is made easy using our SMART Dollars™ software. SMART Dollars™ is a simple and affordable income and expense tracker, organising your money, tracking where it comes from and where it is going, without the hassle and complexity of large accounting software packages. Capital Planning also specialises in a range of intelligent services including website design & development, e-commerce, and technical writing. With many years of experience in these industries, Capital Planning can tailor make solutions to suit you needs and your business. We focus on designing solutions around your business, who you are, what you do, and what your business goals are. We can help you to create an immersive and efficient online store for your customers, as well as a customer management system in order to drive sales and increase profits, which surely has to be great for business. Our technical writing team can also help to relieve the strain of producing easy to understand documentation from your technical jargon, in order to make great articles and documents for your customers to read. The team at Capital Planning is currently finalising and improving our cloud-based software in order to give you and your business a better experience, with tools that are more easy to use and understand. This includes developing an entirely new product known as SMART Sales™, a new tool for any sales team to track their sales activity, get better results, and increase profits.