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PlanMill CRM

PlanMill CRM (Customer Relationship Management) is targeted for growing, mid-sized and large corporations.

These solutions give you the cutting-edge tools for successful customer relationship management. Get one integrated, scalable, and real-time system to manage your entire service business — anywhere, anytime around the world! 

                                                                                 

PRODUCT OVERVIEW

PlanMill CRM, part of PlanMill Business Application Suite (BAS), is a web-based solution containing the most streamlined and versatile tools for a successful customer relationship management, including accounts, contacts, campaigns, documents, opportunities, requests, actions and an out-of-box pre-build indicators (KPI's = Key Performance Indicators). These tools generate a solid and reliable operational base for managing customer relationships, streamlining sales, service, marketing, and help/service desk operations. Learn more at PlanMill Wiki.

Includes features of  PlanMill BAS + PlanMill CRM
Download PlanMill CRM Datasheet 

Get your CRM system up and running in one day with a proven and innovative CRM solution. Web-based PlanMill CRM is a solid and reliable operational base for managing your customer relationships - whether you are a big or growing organization. Take control of your service business today! Customer Stories

Guarantee customer satisfaction at each sales and service stage better than ever! 


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KEY FEATURES 


PlanMill CRM edition contains the most versatile tools for successful customer relationship management, including:

  • Account & contact management
  • Action management
  • Campaigns management - support email campaigns & event management
  • Calendar - support for CRM related events
  • Opportunity management
  • Request management
  • Document library
  • Pre-built indicators & reports
  • vCard & iCalendar (iCal) supported
  • Social media integration
  • Mobility supported via PlanMill Touch - designed for touch based mobile devices
  • Multiple languages supported - English, Finnish & German
  • Multi-currency supported
  • Open API - easy way to connect your apps
     

MAIN BENEFITS


Avail of comprehensive sales, marketing, and support business suite

Perfect for small and growing businesses with big ambitions while fitting the needs of large or international companies with versatile environments. Small and medium-sized businesses benefit from a reliable customer relationship management (CRM) system trusted and used by larger companies without astronomical costs!

High adoption rates, with a lower learning curve

Successful CRM tools need not be a distant reality—in competitive business environments, slow movers get left behind. The time to act is now—SaaS applications are available from any computer or any device—anytime, anywhere. Because most people are familiar with using the Internet to find what they need, SaaS apps tend to have high adoption rates, with a lower learning curve.

Run your business smoothly at low cost– no expensive IT investments required

Affordable PlanMill CRM as SaaS applications are subscription based. No downloads or software to install. No license fees mean lower initial costs. Having the SaaS provider manage the IT infrastructure means lower IT costs for hardware, software, and the people needed to manage it all.

Focus on the essentials with a reliable CRM to support you all the way

With a background of 20-year history in the software industry business, PlanMill experts anticipate your IT needs, offer solutions, collaborate, and share best practices. We make sure your CRM solutions complement your day-to-day operations—so you can focus only on one thing—the success of your business.

Collaboration tools enable working together and share knowledge easily 

The main collaboration activities in PlanMill aim to: Get more things done together, provide one place for your community to collaborate; create, share, discover, discuss and find contene; remove Intranet & Extranet bottlenecks; integrate business applications and Wiki; and develop customer relations and service. 

Add-ons drive your business further

PlanMill Add-ons are either commercial or free extensions for PlanMill CRM, PROJECT, PSA & ERP. These optional extensions include Absence, Appraisal, Calendar, Contract, E-invoice, Email Capture, Finance Connectors, MS Project Import & Export, Multi-company and multi-currency, Open API, Product, Sales Order, Time Report, and Wiki. 

Customer service & support

As a human-centric company that takes care of your service business, we understand your needs by offering effective solutions with the most reliable software tools and services. PlanMill takes pride in our roots from Finland, known for being at the top of the IT world. To find out more about PlanMill solutions, please email sales@planmill.com.