Automate Your Sales Processes, Close Faster

Automate pipeline management, proposal creation, customer follow-up and sales closing on one platform with Planports sales automation.

  • Pipeline Automation: Auto-stage assignment when a lead arrives, reminders when proposals expire, invoice creation when a deal closes.
  • Reach Out via WhatsApp in 5 Minutes: Get new lead notifications, send template WhatsApp messages from CRM. Increase response rates 3x.
  • Proposal → Order → Invoice: Create proposals in 1 click, convert to orders when approved, auto-invoice.
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500+ SMB sales teams managed with Planports.

Turkey, Europe and Africa: 25,000+ users, 900,000+ leads. No follow-up forgotten.

Planports Sales Automation Dashboard

Your Sales Team's Real Problems

Are You Experiencing These Issues?

Many sales teams face the same problems. Planports sales automation solves them at the root.

❌ Lead Tracking in Excel

Leads get lost in Excel. Unclear who was contacted, what stage they're at. Follow-ups forgotten, opportunities missed.

✅ Automatic Pipeline Management

In Planports, every lead automatically enters the pipeline. Stage changes trigger automatic actions. No opportunity lost.

❌ Manual Proposal Creation

Creating proposals in Word or Excel takes hours. Formatting from scratch, calculating prices, emailing… then tracking.

✅ 1-Click Professional Proposals

In Planports, select a template, add products, send via WhatsApp or email. Track whether the proposal was opened in real time.

❌ Late Response, Lost Customer

You respond to a lead 1 hour later. Competitors have already reached out. Research shows responding within 5 minutes increases conversion 21x.

✅ Instant WhatsApp Notification

When a new lead arrives, the sales rep gets an instant WhatsApp notification. Template message sent from CRM in 1 click. First contact drops to 5 minutes.

❌ Performance Blind Spot

How many proposals did each rep send? What's the conversion rate? Which channel sells best? No answers.

✅ Real-Time Sales Reports

Track sales quotas, opportunity reports, proposal analytics and channel performance live in Planports. Make data-driven decisions.

Sales Pipeline Management

Control Every Stage of Your Sales Process

Visualize and automate your entire sales pipeline from lead to customer conversion.

Sales Opportunities

Drag and drop opportunities between stages on the Kanban board. Create stage schemas, link each opportunity to your quota.

Proposal Management

Create multilingual templates, prepare proposals in 1 click. Send for approval, revise, share via WhatsApp or email.

Sales Quotas

Set quotas by company, team or distributor. Automate target tracking by linking opportunities and proposals to quotas.

Recurring Sales

Manage subscriptions or regular sales without creating new opportunities/proposals. Automate renewal reminders.

Orders & Invoicing

Convert approved proposals to orders in 1 click. Check stock, partial shipment, auto-invoice creation.

Sales Reports

View opportunity reports, proposal analytics and quota tracking by employee, product or customer in real time.

Customer Segmentation

Segment your customers any way you want with the functional tag system. Access from anywhere on cloud infrastructure.

Sales Workflow Automation

Create Sales Rules Without Writing Code

Automate your sales processes with "If X happens, do Y" logic. Here are real examples:

When a Lead Arrives
  • Auto-assigned to relevant sales rep
  • WhatsApp notification sent to rep
  • Automatic welcome message sent to lead
  • Added to "New Lead" pipeline stage
After Proposal Sent
  • If proposal not opened in 24hrs, reminder WhatsApp sent
  • When proposal is viewed, rep gets notification
  • If no response in 3 days, follow-up task created
  • Pipeline stage updated to "Awaiting Response"
When Deal Closes
  • Automatic order created
  • Thank you message sent to customer
  • Sale automatically added to quota
  • Manager gets deal won notification
Planports CRM