Manage All Leads and Campaign Processes from One Screen for Advertising & Digital Agencies
Collect all inquiries from ad campaigns, websites, and social media (WhatsApp, Instagram) on a single platform and accelerate sales. Control your agency's client relationships, creative processes, and team performance flawlessly.
< 1 Min
Lead Response Time
40%
Sales Conversion Increase
One Panel
Multi-Channel Campaign Tracking
500+
Active Companies
25,000+
Users
900K+
Leads Managed
4.8/5
Customer Satisfaction
Seamlessly integrates with the world's best platforms
WhatsApp Business
Instagram DM
Meta Ads Lead
Google Ads Lead
Zapier
The Easiest Way to Grow Sales and Manage Your Agency for Advertising & Digital Agencies
CRM, Process Management and Basic Finance — All in One
Planports CRM is a next-generation CRM and company management platform designed for advertising and digital agencies to manage their business processes more effectively. It provides all the tools you need to acquire new leads, strengthen relationships with existing clients, and increase your sales. Beyond managing your team and agency more efficiently, you can also track your non-sales processes with Planports CRM, and optimize your workflows with project and task management.
-
Capture Inquiries from All Channels
Multi-Channel Lead and Communication Management
Funnel all client inquiries from your website, WhatsApp, Facebook or Instagram Lead ads into one panel. See which lead came from which campaign, and automatically route them to your sales team within seconds to multiply your conversion rates.
-
Speed Up Your Proposal Process
Interactive Proposals and Sales Management
Prepare and send professional, brand-specific digital proposals in seconds. Get instant notifications when a client opens or reviews your proposal. Report your sales team's quotas, targets, and closed deals in real time.
-
Bring Transparency to Campaign Deliverables
Creative Process and Campaign (Project) Management
Once client approval is obtained, assign the work to the creative team as a "Task." Visualize process steps such as design, copywriting, ad publishing, or SEO optimization on a Kanban board. Instantly see where work is stuck and who is responsible for what.
-
Synchronize Your Calendar
Client Meetings and Brief Sessions
Schedule strategy meetings, brief sessions, or report presentations with your clients on the calendar. Save meeting notes directly under the client profile so that your entire team (sales, operations, creative) can access up-to-date information from the same page.
-
Measure Agency Profitability
Retainer Invoices, Budget and Basic Accounting
Automate your monthly fixed (retainer) consulting invoices and send them as e-invoices. Reflect costs from ad budgets or outsourced freelancer/service expenses to your projects to measure your operational profitability clearly.
Planports CRM+ for Advertising & Digital Agencies
All Features for Your Agency Operations
Lead management, campaign tracking, team tasks and basic accounting — on a single platform
Brand & Client Portfolio
Manage your brands, prospects, and campaign history in one hub
Sales Pipeline & Forecast
Visually track campaign proposals and deal stages
Retainer & Campaign Proposals
Instantly create monthly retainer or project-based proposals
Multi-Channel Lead Collection
Collect prospects from Meta, Google Ads and social media
Creative Process & Campaign Tracking
Track design, copy, ad publishing processes on Kanban boards
Brief & Client Meeting Calendar
Plan brief, strategy and report presentations
Creative Team Task Tracking
Monitor workloads of designers, copywriters and media teams
Account Manager Performance
Measure who won how many brands and campaign conversions
Agency Profitability & Revenue Report
Analyze campaign-based revenue, expenses and profitability reports
Retainer Invoice & Basic Accounting
Manage monthly fixed invoices and ad budget tracking
All WhatsApp and Instagram Conversations on One Screen
The Communication Interface Agencies Need Most
No more drowning between open tabs. Message potential or existing clients, send briefs, and instantly access campaign histories directly from Planports.
Tolga Demir (Brand Manager)
Online
Why Planports?
Leave Chaotic Agency Processes Behind, Switch to Digital Management
Don't waste your potential with Excel spreadsheets, briefs lost in WhatsApp groups, and untrackable tasks.
Old Method (Scattered) |
Planports Solution |
|---|---|
| Client revisions and briefs get lost in WhatsApp, emails, or verbal conversations. Past discussions can't be found. | All client communication history, campaign briefs, and files are consolidated in a 360-degree single view. |
| Account managers communicate with brands from their personal phones. Conversation data and brand memory stays with them. | With WhatsApp Business API, your corporate line is connected to the system. Conversations are stored in the agency's digital memory. |
| Task assignments to the creative team are manual and scattered, who got what task gets mixed up, and deliverables are delayed. | Advanced Task and Project module enables transparent tracking of all processes on a Kanban board with automated reminders. |
| Ad expenses and client invoices (retainers) are kept in separate places, making it impossible to measure the agency's real profitability. | Approved proposals or fixed agreements are converted to e-invoices with a single click. End-to-end agency profitability tracking is achieved. |
| Monthly retainer contracts and project pricing proposals are manually prepared in Word/Excel, revisions get mixed up. | Corporate proposals are created in seconds with ready-made templates, clients approve online and invoicing follows. |
Customer Reviews
What Our Users Say About Planports CRM
Over 20,000 people across Turkey, Europe, and Africa use Planports CRM.
We Always Work with the Best
As Ikarus Technology and Destek Bilişim, we are a technology company developing industrial automation solutions for sector leaders in Turkey. During our search for a CRM solution, we came across Planports. When they told us CRM usage would contribute to our sales growth, we didn't understand how. We've been working together for 4 years and have seen that it's truly accurate. Just switching to Planports CRM alone increased our revenue by 27%.
Manage all your agency processes on one platform
Try Free for 14 Days
Experience lead management, campaign tracking, team tasks and basic accounting on a single platform. Setup is free.