CRM

For customer management

PlanMill CRM is cutting-edge solution for successful customer management that helps you get the big picture of your business and sales processes.

PlanMill Accounts

Manage customer contacts

  • Manage and add contacts, potential companies, and key persons information to your account for marketing and sales purposes.
  • Link contacts to actions, request ja campaigns. Add each company multiple persons.
  • Update effortlessly company contacts from the Asiakastieto Oy registry (Finland only).
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Streamline marketing processes

  • Manage and create efficiently marketing campaigns and send mass emails.
  • Keep in touch your target audiences according your sales and marketing strategy.
  • Keep track on who has been attached to which campaign and track campaign responses.
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Register meetings, phone calls, and to-dos

  • Relate those actions to contacts, requests, projects and opportunities.
  • Transfer actions to calendar tools like MS Outlook or Google Calendar with iCalendar.
PlanMill Opportunity Board

Track sales opportunities

  • Track sales opportunities and follow your sales processes from a lead to a closed deal.
  • Manage leads - identified, qualified, proposed and won or lost.
  • Relate those opportunities to contacts, projects, request and partners.
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Send sales order confirmations

  • Send sales order confirmations before delivering the products and services.
  • PlanMill creates invoice rows automatically based on the order information.
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Manage product information

  • Manage and create product-related information, such as product model and prices.
  • Take advantage of stored items when creating sales orders and contracts for pricing and other product related information.
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Create reports efficiently

  • Indicators, dashboards, and reports will help you see the big picture of your company's financial and operational performance.
  • You can order customized reports during the implementation phase of the system and after the implementation from the PlanMill Service Desk.
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Make communication effective

  • This feature makes communication targeted and effective among team members.
  • It increases collaboration and makes workflow management easier.
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Import and export data

  • PlanMill's add-ons gives solutions additional features and ability to import and export data.
  • We have add-ons for sales& marketing.
TRY 14 DAYS
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