About Planports CRM

Planports CRM is the perfect sales and customer relationship management tool for businesses of all sizes. Whether you're just starting out or ready to become a household name, Planports is here to simplify its marketing operations while improving company growth. Efficiency is key; this program allows you to manage sales and customer relationships from your mobile device. Current accounts, cash, cheque, and invoicing processes can all be easily handled with a swipe of their finger. Connected tasks and request for quotation manager? One look at Planport's sleek interface and easy-to-navigate app will have them up and running in no time. With innovative tools like bank features and pre-accounting applications at their fingertips, managing daily operations has never been easier! Let Planports CRM maximize their business potential today!

Pricing

Free Trial Not Available
Starts at $12.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

70%
Reviews

60%
Momentum

65%
Popularity

71%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Planports CRM Features

Show Feature Explanation

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

70%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Planports CRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Standard $12.00 $16.00 per user / month

Minimum 3 users

Features

Support by phone: by ticket
Files, notes, bulk SMS, and email integration
Activities, calls
Task management
Proposals
Opportunities, periodic sales
Mobile application
Storage: 5 gbyte
Invoicing and pre-accountancy

Corporate $45.00 $55.00 per user / month

Features

Includes features of Standard plan, plus
Support by phone
Advanced customizations, *API and integrations, virtual switchboard, custom fields
Installation support
Orders
Stock movements
Storage: 25 gbyte

Pro Custom

Features

Includes features of Corporate plan, plus
Consultancy service
Development service
Orders
Stock movements
Storage: Unlimited
Invoicing and pre-accountancy: Unlimited

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 15/11/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Planports CRM Pricing