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PRODUCT OVERVIEW > FEATURES > MAIN BENEFITS OF PLANMILL CRM
Free 30-Day Trial Download > Contact Sales & Partnerships > Customer Service & Support
PlanMill CRM is suitable for growing, mid-sized and large corporations with focus on service business. These solutions give you the cutting-edge tools for successful customer relationship management—including accounts, contacts, campaigns, opportunities and actions.
View Product Updates > Technical Specifications > Screen Gallery
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My Workspace. My workspace is the main entry point in PlanMill. Based on the parameterization the sections and frames shown in the workspace may vary.The default frames in My workspace for example include Portfolios, Key Performance Indicators (KPIs), Reports, What’s new, Reminders, and Useful links. Personalize to meet your unique business needs!
Accounts. Each contact belongs to an account. All the users are also shown on the contacts tab. Contacts can be linked to actions, requests, campaigns, and so on. Accounts are typically companies that are potential customers (prospects) or existing customers.
Contacts. Store information about your partners, affiliates, suppliers, and other relevant details. Enjoy quick access to all critical account data, including a company overview, key sales data, relevant documents, partners involved in the account, and more. Everything you need to know about your customers and prospects is right here - all in one place!
Opportunities. Keep track of sales forecast in real-time? Tell your sales personnel to use PlanMill opportunities to manage prospects and sale stages of every account. PlanMill CRM is the single spot ofupdating deal information, recording customer interactions and tracking competitors. You’ll know at a glance everything that's happening with that critical deal. Standardize your selling process throughout your organization by customizing PlanMill CRM to support your unique opportunity management process.
Requests. A wish or requirement attached to a certain project as a task and optionally to one or more performers. For each performer, an assignment is created. Time can be reported for the requests by the performers.
Actions. Keep track of different types of customer-related activities by using actions to plan meetings, to do’s, calls, and so on, export these to your calendar and monitor them by status or due date.
Campaigns. Campaigns are used to group contacts by different categories. They are also useful to target marketing materials, business gifts and mass emails to right contacts.
Collaboration & Document Library. Integrated and simple way to store customer related materials and documents. All PlanMill activities are by default shared with colleagues. Notify by email from any activity if you want instant reaction.
Analytics & Reporting. Our industry-leading business solutions delivers more features, powerful analytics, and seamless integration to financial applications, in a user-friendly application. Whether your services team is small and local, or large and global, PlanMill can help automate and optimize your services operation. This is why PlanMill's service business solutions powers more billable services organizations than any other solution.
Indicators & Reports. Want to know how your sales process is going at a glance? Need to share figures with board? PlanMill has built in indicators that give an in-depth analysis of your business from different angles. Reports are essential for any manager and sales manager makes usually no exception. PlanMill’s pre-packaged scenarios offers you over 50 different angles to analyze and report your Sales and Service processes.
Social Media. PlanMill continuously offers enhancements based on the demanding needs of customers and their competitive business environments. Real-time customer knowledge and interaction cannot be undermined. With PlanMill CRM, you can read industry issues, monitor online company feedback, and deliver real-time knowledge using top social media tools, LinkedIn and Twitter. Using the system’s Accounts or Contacts, a person’s LinkedIn profile can be viewed within PlanMill. As an option, Twitter widgets can be added to My Workspace using custom parameters.
Connect & Upgrade. Connect your applications through PlanMill Open API. CRM SaaS users can also upgrade easily to PlanMill PSA or ERP products.
