CRM Software for Investment and Securities Firms
Three essential solutions for firms offering investment and securities services in a single software. We combined unique CRM, process management, and pre-accounting programs to enable you to manage your company end-to-end.
The most effective way for investment and securities firms to manage their businesses
CRM, Process Management, and Pre-Accounting in One
Planports CRM+ is a next-generation CRM and company management program designed to help you manage your company more effectively. It provides the tools you need to acquire new customers, retain existing ones, increase sales, and manage your team and company. You can also manage other processes, as well as project and task management.
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Manage Your Customers
Customer and Lead Management
You can create a customer database and segment your customers. All customer information can be recorded, and you can measure your new customer acquisition rate.
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Manage Your Sales
Sales Team and Quotation Management
You can create and send quotes to your customers and measure your quote win rate. You can monitor your team’s performance and visits. Obtain sales reports by employee and service.
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Manage Your Processes and Projects
Company Processes, Task, and Project Management
You can plan all the processes and process stages in your company, assign responsibilities, and track which task is in which process stage. Enhance customer satisfaction effortlessly with flawless task tracking. You can create project plans and set milestones.
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Manage Your Events
Plan Meetings, Discussions, and Visits
You can view all your users' calendars and plan meetings, visits, and other events. Record all meetings and discussions.
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Discover Additional Features
Additional Capabilities and Features
Along with CRM, process management, and sales processes, you can take advantage of additional capabilities offered by Planports, such as the pre-accounting module, social media integration, virtual switchboard integration, or website integration, to design a perfect business management solution for your company.
Planports CRM+
All Features
Advanced features designed for end-to-end company management
Lead, Prospect, and Customer Management
Access customer information at any time
Sales Automation
Grow your sales
Quotation Management
Prepare your quotes quickly and easily
Marketing Automation
Gather leads from your desired channels
Process and Project Management
Manage all 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 improve sales performance
Advanced Reporting and Analysis
Analyze your sales and financial status
Order Management
Convert your sales into orders
Inventory Management
Manage your product and material inventories
Basic Finance and Pre-Accounting
Manage your pre-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.
We receive professional and conscientious service
As Dentavita Oral and Dental Health Clinic, we provide services in the health sector, including health tourism. We would like to thank the Planports CRM software team for their support in terms of ease of use, speed of communication, patient contact speed, patient follow-up, and for professionally and conscientiously supporting us for our success in the industry.
We Have Been Receiving Uninterrupted Support for 11 Years
As Fresenius, we are a German company that is the world leader in the dialysis industry. We have been working with the Tekvita team for nearly 12 years for both our domestic and international projects. We receive support in many areas such as purchasing, sales, and process tracking. We thank them once again for the work we carry out as colleagues of the same organization, not like two different companies, and for their devoted contributions.
Easy to Use, Excellent Support Service
As Döveç Group, we manage the management of our call center team and the meeting plans of our sales team with Planports. We successfully carry out our marketing activities in more than 20 countries. We also use Planports for business tracking processes. We are very satisfied with the easy-to-use interface, fast and successful support services. We thank them for their contributions to our success in mobile operations management for our field team.
We Preferred It for the Management of Our International Patients
As NPİSTANBUL Brain Hospital, we are Turkey's first and Europe's second brain hospital. We carry out the proposal processes of our international consultants via Planports CRM. The opportunities in social media integrations and the experienced Tekvita staff have been the biggest factor in our preference for Planports CRM software. A customer satisfaction-oriented and user-friendly organization.
We Always Work with the Best
As Ikarus Technology and Destek Bilişim, we are a technology company that develops industrial automation in Turkey and provides solutions to industry leaders. During our search for a solution for our CRM needs, we came across Planports. When they told us that the use of CRM would contribute to the increase in our sales, we did not understand how this would be possible. We have been working together for 4 years and during this time we have seen that this is really true. Just switching to Planports CRM has increased our turnover by 27%.
The fastest CRM software!
We have been serving as a Microsoft authorized training and exam partner for 19 years. We manage the entire process from the moment we meet the student to the completion of their training and the delivery of their certificates with Planports CRM software. We have understood the importance of accessing data from anywhere and anytime. We use both accounting and CRM features extensively. It definitely provides efficiency. It both organizes processes and shortens the time in daily repetitive tasks. We recommend Planports CRM to everyone.
Start using CRM software immediately
Try it for Free for 14 Days
We can help you achieve the goals you envision for your company.