CRM Program for Engineering and Contracting Companies
Three essential solutions in one software for engineering and contracting companies. We have combined unique CRM, process management, and accounting software for end-to-end company management.
The easiest way to grow sales and manage a company for engineering firms
CRM, Process Management, and Accounting All in One
Planports CRM+ is a next-generation CRM and company management program designed to help you manage your company more efficiently. It provides the tools you need to acquire new customers, retain existing ones, increase sales, and manage your team and company. Beyond sales, you can also manage other processes, and perform project and task management.
-
Manage your bids and proposals
Customer, bid, and proposal management
Create a customer database and perform segmentation. Measure your new customer acquisition rate. Create and send proposals to your customers. Track your bids in a separate menu and view reports on bid and sales stages by employee and product. Convert your bids and proposals into orders.
-
Manage your projects and track tasks
Manage your projects more efficiently
Create project plans, set milestones, and assign responsibilities. With flawless task tracking, you can ensure timely delivery and easily increase customer satisfaction.
-
Manage your processes
Management of procurement and other processes
Plan all business processes and process stages of your company, assign responsibilities, and see which task is at which stage of the process. Plan procurement processes on a project basis and track purchase and sales orders.
-
Manage your events
Plan meetings, calls, fairs, and visits
View the calendar of all your users, and plan meetings, calls, client visits, and other events. Record all your meetings and appointments.
-
Manage your accounting
Basic Finance and Accounting Management
If you use Planports CRM+, there is no need for a separate accounting program. With the comprehensive and easy-to-use accounting module, you can manage your financial processes with ease.
Planports CRM+
All Features
Advanced features designed for end-to-end company management
Lead, Prospect, and Customer Management
Access customer information anytime
Sales Automation
Drive growth in your sales
Quotation Management
Prepare your quotes quickly and easily
Marketing Automation
Collect leads from your desired channels
Process and Project Management
Manage all your process steps in detail
Meeting and Appointment Management
Record all your meetings
Task Management
Track the tasks of all your users
Performance Management
Measure and enhance sales performance
Advanced Reporting and Analysis
Analyze your sales and financial status
Order Management
Turn your sales into orders
Inventory Management
Manage your product and material stocks
Basic Finance and Accounting
Manage your accounting in one software
User Reviews
What Our Users Say About Planports CRM
More than 20,000 people in Turkey, Europe and Africa use Planports CRM software.
Start using CRM software immediately
Try it for Free for 14 Days
We can help you achieve the goals you envision for your company.