Enrollment, budgets, decision-makers, and the roles they’re hiring for — gathered from public sources and cited, before your first call.
AI fills the researched facts. You own the strategy, the relationship, and the book — every finding shows its source, and nothing lands in your plan until you approve it.
Every plan moves a client through the same proven path.
The AI researches every district before your first call — then the platform runs the follow-through: cadence, reminders, and reporting, all without you.
Every account runs on a proven rhythm — QBRs, renewals, check-ins — built automatically the day you open the plan. Each one pushes straight to Outlook or a calendar reminder, so it’s never on you to remember what’s due.
Shared plans mean shared risk — until every field keeps its own history. See exactly what changed and when, and revert to any prior value in one click. Nothing is ever really overwritten.
An executive dashboard rolls every account, rep, and rhythm into one view — plus five print-ready reports and CSV/JSON exports whenever leadership needs them. No more chasing updates before a QBR.
Spreadsheets and generic CRMs weren’t built for the way K-12 sales actually works. PlanCurrent was.
Every tier runs the same engine — what scales is the research allowance and the leadership altitude. Pricing is scoped to your team in a short walkthrough.
The complete planning workflow for a rep — or a pod proving the motion.
Adds the leadership layer: every book, every plan, one live view.
Divisions, custom controls, and an allowance shaped to your org.
AI research is metered per seat so costs stay predictable — yours and ours. Allowances flex as your book grows.
Not trying to. PlanCurrent is purpose-built for the account-planning layer — research, strategy, and follow-through for K-12 accounts — not lead gen or pipeline management.
Public sources — state department of education report cards, district budgets and CAFRs, board minutes, job postings — each cited so you can verify it before your first call.
Every finding shows its source, and nothing lands in your plan until you approve it. You own the strategy — AI just fills in the researched facts.
Yes — share any plan with a role (Team lane, Full edit, or View only), and it shows up on their dashboard, always current.
AI-researched districts, shared plans, and leadership visibility — all from the account plan your team already lives in.
PlanCurrent’s AI researches every district before your first call — then the platform runs the follow-through: cadence, reminders, and reporting, all without you. Your job is the part that can’t be automated — the relationship.
Every account runs on a proven rhythm — QBRs, renewals, check-ins — built automatically the day you open the plan. Each one pushes straight to Outlook or a calendar reminder, so it’s never on you to remember what’s due.
Shared plans mean shared risk — until every field keeps its own history. See exactly what changed and when, and revert to any prior value in one click. Nothing is ever really overwritten.
An executive dashboard rolls every account, rep, and rhythm into one view — plus five print-ready reports and CSV/JSON exports whenever leadership needs them. No more chasing updates before a QBR.
Nothing here depends on someone remembering.
Monday used to start with an hour of catching up — whose turn it was to call, what changed since the last touch, who owns what. Now it starts with the plan already knowing.
| Spreadsheets | Generic CRM | PlanCurrent | |
|---|---|---|---|
| District research | Manual, one district at a time | Not built for it | AI-researched and cited in seconds |
| Follow-up rhythm | Whatever you remember | Generic task reminders | K-12 sales cadence, synced to your calendar |
| Built for K-12 | — | — | District data model: IEPs, funding, bond history |
| Field history | Version chaos | Varies by setup | Every field, one-click revert |
| Leadership visibility | Ask everyone individually | Needs custom reports | Built-in executive dashboard |
Every tier runs the same engine — account plans, AI research, and follow-through are never sold apart. What scales is the research allowance and the leadership altitude. Pricing is scoped to your team in a short walkthrough.
The complete planning workflow for a rep — or a pod proving the motion.
Adds the leadership layer: every book, every plan, one live view.
Divisions, custom controls, and an allowance shaped to your org.
AI research is metered per seat so costs stay predictable — yours and ours. Allowances flex as your book grows.
Not trying to. PlanCurrent is purpose-built for the account-planning layer — research, strategy, and follow-through for K-12 accounts — not lead gen or pipeline management.
Public sources — state department of education report cards, district budgets and CAFRs, board minutes, job postings — each cited so you can verify it before your first call.
Every finding shows its source, and nothing lands in your plan until you approve it. You own the strategy — AI just fills in the researched facts.
Yes — share any plan with a role (Team lane, Full edit, or View only), and it shows up on their dashboard, always current.
AI-researched districts, shared plans, and leadership visibility — all from the account plan your team already lives in.