Process Planning and Task Tracking
We offer you a platform where you can manage your processes and projects, and comprehensively track tasks and jobs. We have developed features where you can create and schedule meetings, events, visits, fairs, and congresses, share them with your team, and keep your notes.
Process Management
Create and manage your company’s processes, assign responsibilities, and manage the stages of each process. Receive notifications related to your process stages. Create checklists.
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Create Processes
Create all your processes and their respective stages.
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Receive Notifications
Receive notifications related to the tasks and processes you are tracking.
Project Management
Create and manage your projects, set milestones, create checklists, assign responsibilities, give approvals, and receive notifications. You can also assign your projects to customers or orders if you wish.
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Create Milestones
Define the stages of your projects.
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Create Approval Steps
Create approval steps to move to the next stage and complete the project.
Task Management and Job Tracking
View all your team’s tasks in a single menu. Track who is responsible for which tasks, what stages they are at, and which steps have been completed, and receive notifications.
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Kanban View
You can list your tasks as well as use the Kanban view.
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Receive Notifications
Receive notifications related to the tasks you are tracking and see smart suggestions.
Event Management
View the calendar of all your users, and plan meetings, customer visits, congresses, and fairs. You can record all your meetings and events. You can link your events to sales opportunities, tasks, and projects.
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Create Calendars
View the calendar of your entire team.
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Get Reports
Get status reports of your meetings related to your sales.
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.
Start using CRM software immediately
Try it for Free for 14 Days
We can help you achieve the goals you envision for your company.