60%

Faster Invoicing

0

Collection Tracking Loss

One

Screen Financial Control

Cash & Bank Tracking

With Planports CRM and accounting tools, you can easily track your cash and bank accounts. Since it's web-based, you can access your records instantly from anywhere. You never need to take backups and you'll never lose your data.

  • Manage Cash Flow

    Track all your cash flow with ease.

  • Multi-Currency Support

    Create accounts in different currencies.

cash and bank tracking

Invoices

Record purchase, sales and return invoices, print invoice outputs, handle product and service purchases or sales, and quickly process collections and payments from the same section. Create e-invoices and send them to your customers.

  • Shorten Collection Time

    Don't waste time with cargo tracking, deliver invoices instantly and start your collection process.

  • Go Digital

    Create invoices electronically, save on printing and shipping costs.

invoice software

Income & Expense Tracking

Easily track all your income and expense transactions. First add your cash or bank accounts to Planports, then manage your income and expense operations from these accounts.

  • Manage Transactions

    Create your accounts and manage your income and expenses.

  • Make Transfers

    Execute money transfers and make your payments.

income expense tracking

Accounts Receivable & Payable

Easily track all debts and receivables for your customers or suppliers.

  • Create Accounts

    Create customer and supplier records.

  • View & Manage

    View debt or receivable information and balances for your accounts.

accounts receivable

Employee Salary & Advance Tracking

Create an employee list, and easily manage salary, bonus and advance payments.

  • Record

    Record and list all your employees.

  • Track

    Keep records of all payments made to your employees.

payroll tracking

CRM + Accounting

Manage Sales and Finances on One Platform

Invoicing, collections, pipeline and customer management — no need for separate software

Invoicing

Create purchase, sales and return invoices

Cash & Bank Tracking

Track all your accounts in different currencies

Collection & Payment Tracking

Automatically remind due receivables and payables

Sales Pipeline (Kanban)

Track every sales opportunity step by step with drag & drop

WhatsApp CRM Integration

Reply to customers via WhatsApp, manage messages from CRM

Meta & Google Lead Capture

Leads from ad forms automatically flow into CRM

Stock & Product Management

Product catalog, stock in/out and price management

Financial Reports

Income, expense, collection and sales performance reports

Planports CRM