Manage Processes, Projects and Tasks on One Platform

Track all your team's workflows, projects and tasks with Kanban boards. Never miss a step with meeting, call and event calendars. End operational chaos with Planports CRM and boost your team's productivity.

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35%

Productivity Increase

0

Missed Deadlines

One

Screen for All Processes

Process Management & Tracking

With Planports CRM, you can easily manage all your company's tasks, their stages and responsible team members. Get instant notifications about process stages to track your work, create checklists to increase your productivity. Optimize your workflows and work in harmony with your team.

  • Create Processes

    Create all your processes and their stages

  • Get Notifications

    Receive notifications about the tasks and processes you follow.

process management

Project Management & Tracking

Create, manage and track every stage of your projects with Planports CRM. Set milestones to make your workflows more efficient. Create checklists, assign responsibilities and speed up approval processes. Stay in control at every stage with instant notifications. Optionally assign projects to customers or orders for a more integrated business management.

  • Create Milestones

    Define the stages of your projects.

  • Create Approval Steps

    Create approval steps for advancing to the next stage and completing.

project management

Task Management & Tracking

View all your team's tasks in a single menu. Track who is responsible for which tasks, what stage they're at, and which steps have been completed. Get notifications and see smart suggestions.

  • Kanban View

    Use list or Kanban view to manage your tasks.

  • Get Notifications

    Receive notifications about the tasks you follow, see smart suggestions.

task management

Event Management

View all your users' calendars, plan meetings, calls, customer visits, conferences and trade shows. Record all your meetings and calls. Link your events to sales opportunities, tasks and projects.

  • Create Calendars

    View your entire team's calendar

  • Get Reports

    Get status reports on your sales-related meetings.

meeting and event management

CRM + Process Tracking

Manage Processes, Projects and Sales on One Platform

Kanban boards, task assignment, WhatsApp communication and pipeline — all in one CRM

Process Management (Kanban)

Manage all your processes step by step with drag & drop Kanban boards

Task Assignment & Tracking

Assign tasks to team members, track progress in real time

Workflow Automation

Automatic notifications, assignments and stage transitions when tasks complete

Sales Pipeline

Track your sales opportunities step by step with Kanban pipeline

WhatsApp CRM Integration

Quickly communicate with customers and team via WhatsApp

Meta & Google Lead Capture

Leads from ad forms automatically flow into CRM

Proposals & Orders

Prepare proposals, convert approved ones to orders

Meeting & Event Tracking

Plan your meetings, take notes, set reminders

Customer & Lead Management

Access prospect, lead and customer information at any time

Stock & Product Management

Product catalog, stock in/out and price management

Invoicing & Accounting

Purchase/sales invoices, income-expense and account tracking

Performance & Reporting

Team productivity, project progress and sales reports

Planports CRM