Sales Automation
Enhance your sales process with Planports CRM+. We offer much more than just the sales automation features that should be in a CRM software to take your sales goals to the stars and grow your business.
Customers
With the functional tagging feature of Planports CRM+, you can segment your customers as you wish. You can easily record all your customers and, thanks to the system's cloud-based infrastructure, you can access customer data from anywhere at any time with your team.
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Create a Database
Create and manage your customer database effectively.
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Reach Your Customers
Enable your team to access customer data more quickly.
Sales Opportunities
You can track any situation that does not require a quote or has various stages before preparing a quote as a sales opportunity much more easily. You can link your opportunities to your quota and associate them with your meetings, visits, tasks, and projects.
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Create Stage Diagrams
Define the stages of your sales opportunities.
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Link to Sales Quotas
Link your opportunities to your sales quotas and see your performance.
Sales Quotas
You can set quotas separately for your company, your team, or your distributors, link sales opportunities and quotes to these quotas, and instantly see how much you have achieved your sales goals after each sale.
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Set Your Quotas
Create a single quota for all your sales or set quotas per employee.
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Measure Your Performance
Link your sales opportunities to quotas and measure your sales performance.
Periodic Sales
You can use the periodic sales menu to track your recurring sales more easily, whether it's a subscription or a regular purchase where you don't need to send a quote.
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Renew Subscriptions
Easily renew your subscription or regular sales transactions.
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Shorten Your Process
Make sales easily without repeatedly creating opportunities and quotes.
Quotes
You can create different types of quote templates and prepare quotes in different languages. You can link your quotes to quotas, send them for approval, revise them, and email them to your customer. You can track the stage of your quotes and easily take necessary actions.
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Create Templates
Prepare comprehensive and impressive templates that suit your corporate format.
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Send Emails
Send the quote you prepared to your customer immediately.
Sales Reports
You can view sales quote and sales opportunity reports separately and track your performance. You can view sales opportunity reports by employee and product.
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See Your Performance
You can track your team's performance stage by stage.
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Make Decisions
Make faster decisions with real-time reports.
Orders
You can use the order collection feature from the field and the web page. You can track order stock and automatically convert it into an invoice. You can also do partial shipping of your orders.
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Invoice
Convert your sales into orders and invoice them.
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Report
Get order reports by customer or product.
Planports CRM+
All Features
Advanced features designed for end-to-end company management
Lead, Potential, and Customer Management
Access your customer information at any time
Sales Automation
Ensure the growth of your sales
Quote Management
Prepare your quotes very quickly and easily
Marketing Automation
Gather your leads from the channels you want
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 inventory
Basic Finance and Pre-Accounting
Manage your pre-accounting with a single 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.
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We can help you achieve the goals you envision for your company.