CRM Software for Small Businesses
Manage WhatsApp, Instagram DM and Messenger from a single screen. Track every opportunity with sales pipeline, create professional proposals in minutes — never lose a customer.
One Screen
WhatsApp + DM + Messenger
Zero Loss
Sales Pipeline Tracking
Fast Quotes
Professional Proposals in Seconds
500+
Active Companies
25,000+
Users
900K+
Leads Managed
4.8/5
Customer Satisfaction
Unify all your customer and lead channels in one CRM
Next-Gen CRM for SMBs
Unify All Your Communication Channels and Sales Processes on One Screen
Planports CRM automatically collects all leads from your small business's WhatsApp, Instagram DM, Facebook Messenger and web forms, tracks them in the sales pipeline and converts them into customers with workflow automation.
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WhatsApp, Instagram DM & Messenger — One Screen
Manage all your WhatsApp, Instagram DM and Facebook Messenger conversations from the CRM customer card. Conversation history is preserved even when staff changes.
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Smart Follow-Up with Workflow Automation
When a new lead arrives, automatic WhatsApp welcome, 3-5-7 day rule follow-up reminders and task assignments — no customer is left unattended.
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Bulk WhatsApp, SMS & Email Campaigns
Send campaign announcements, deal notifications and reminder messages to your customer lists via WhatsApp, SMS or email in bulk.
Why Do You Need CRM?
Excel & WhatsApp Management vs Planports CRM
The most common challenges small businesses face and how Planports solves them
| Old Method (Excel / WhatsApp / Notebook) | With Planports CRM |
|---|---|
| Customer list in Excel, conversations in WhatsApp, appointments in notebooks — data is scattered, nobody knows what was discussed with which customer. | All customers, notes, proposals and orders on one screen. Instantly see who was called when and which proposal is pending. |
| Incoming leads (web, social media, phone) get lost if not noted. Missed follow-ups mean missed sales. | Leads from Meta/Google ads and WhatsApp automatically flow into CRM. Track them stage by stage with the sales pipeline. |
| Price quotes prepared in Word/Excel, revisions get mixed up, they don't look professional. | Create corporate proposals in seconds with ready templates; customers approve online and invoicing happens automatically. |
| No way to measure what each employee does, how many customers they've won, or monthly sales figures. | Sales team performance reports, channel-based conversion analytics and monthly revenue reports are generated automatically. |
| WhatsApp, Instagram DM, phone — each channel is separate, no one knows what was discussed where. When staff leaves, all history is lost. | WhatsApp Business API, Instagram DM and Messenger are managed from one screen. All conversations are stored in the CRM customer card. |
| Follow-up calls are forgotten. Reminders are done manually and often missed. | Workflow automation sends automatic WhatsApp welcome, 3-5-7 day follow-up reminders and task assignments — no customer goes unattended. |
| Separate programs for accounting, inventory, orders — double data entry, extra cost. | CRM + basic accounting + inventory + order management all in one platform. No need to purchase separate software. |
WhatsApp CRM for SMBs
Your Customer Communication Is Now on One Screen
Manage your WhatsApp, Instagram DM and Messenger conversations from the CRM customer card. No more dependency on personal phones — history is preserved even when staff changes.
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Planports CRM+ for Small Businesses
All the Features SMBs Need
Customer management, sales tracking, proposal management and basic accounting — all in one platform
Customer & Prospect Portfolio
Manage your customers and prospects in one central place
Sales Pipeline (Kanban)
Visually track Interest → Proposal → Contract stages
WhatsApp Business API
Chat with customers via WhatsApp directly from CRM
Instagram DM & Messenger
Manage social media messages from the CRM customer card
Bulk Messaging
Send bulk campaigns via WhatsApp, SMS and email
Workflow Automation
Set up automatic assignments, reminders and follow-up scenarios
Lead Capture (Meta & Google)
Leads from ad forms automatically flow into the CRM
Quick Proposal Builder
Create professional proposals in minutes with templates
Process & Project Tracking
Monitor all your workflows with Kanban boards
Sales & Channel Reports
See which channel and rep generated the most sales
Accounts & Basic Accounting
Manage accounts, receivables and invoices on one screen
Inventory & Order Management
Manage product inventory and orders on a single platform
SMB CRM Guide
Frequently Asked Questions
Common questions about why CRM is essential for small businesses, pricing and ease of use.
Customer list in Excel, conversations in WhatsApp, appointments in notebooks — when data is scattered, you can't know when a customer was last contacted, which proposal was finalized, or which channel brings the most customers. CRM unifies all these processes on one screen: leads are automatically collected and tracked, proposals are created with one click, and sales performance is reported.
Planports uses a per-user monthly pricing model that's affordable for small teams. You can test all features with a 14-day free trial — no credit card required. Instead of purchasing separate accounting, proposal and communication tools, a single platform covers all your needs.
Yes. Planports is cloud-based and requires no installation. Start using it instantly from your web browser or mobile app. With the Pro plan, our expert team sets up your CRM for you, provides training and designs your processes together.
Customer Reviews
What Our Users Say About Planports CRM
Over 20,000 people across Turkey, Europe and Africa use Planports CRM.
We Receive Professional and Considerate Service
As Dentavita Oral and Dental Health Clinic, we provide services in the health sector including health tourism. We thank the Planports CRM team for their ease of use, quick communication, fast patient outreach, help with patient tracking, and professional support for our success in the sector.
We Always Work with the Best
As Ikarus Technology and Destek Bilişim, we are a technology company developing industrial automation solutions for sector leaders in Turkey. We've been working together for 4 years and just switching to Planports CRM alone increased our revenue by 27%.
Manage all your small business processes on one platform
Try Free for 14 Days
Experience customer management, sales tracking, process management and basic accounting on a single platform. Setup is free.
