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What is PLANet CRM?

PLANet CRM is a fast, reliable, and highly flexible Customer Relationship Management system designed specifically to address the distinct needs of its users. It is developed to aid small to medium-sized businesses in efficiently handling and coordinating a variety of operational and customer-related tasks, which include tools for engaging prospects and clients, managing sales correspondence, tracking leads, and executing mass email campaigns, among other functionalities. Each element of PLANet Contactâ„¢ is displayed in intuitive formats and detailed reports, ensuring that organizations can easily navigate their data with both ease and efficiency. Furthermore, this customized solution enables companies to improve their customer interactions while streamlining their workflows, ultimately fostering growth and success. By integrating these tools seamlessly, businesses can stay ahead of the competition and respond swiftly to changing market demands.

What is ExxpertApps?

Leveraging a robust integrated application empowers you to manage various components, including contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, and procurement, among others. By gathering information and files while granting selective access to users, your team can greatly enhance productivity, while specialized tools aid in executing specific tasks like mass mailings and foster smooth project collaboration with both internal and external partners. In addition, your organization can safeguard critical knowledge and expertise by documenting key business processes within templates that can be continually improved and updated through regular use. The versatility of our system allows for customizing all your business data to align with your distinct data model—regardless of the number, type, or names of fields—without requiring programming skills, as user-friendly form creation facilitates this customization. This adaptability not only ensures that your organization can swiftly respond to evolving demands but also supports sustained operational efficiency, ultimately driving long-term success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$19.90 per month

Pricing Information

$50 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PLANet Systems Group

Date Founded

1996

Company Location

Czech Republic

Company Website

planetcrm.planetsg.com

Company Facts

Organization Name

Calvi Systems

Date Founded

2007

Company Location

Spain

Company Website

www.exxpertapps.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Video Content
Website Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Hourly Billing
Multi-Currency
Online Invoicing
Online Payments

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Collaboration

Calendar Management
Contact Management
Document Management
Project Management
Task Management

Conference

Attendee Management
Badge Management
Client Management
Registration Management
Speaker Management
Surveys & Feedback
Ticketing

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Task Management

Email Marketing

Auto-Responders
CAN SPAM Compliance
Customer Surveys
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Reporting/Analytics
Template Management
WYSIWYG Email Editor

Event Management

Attendee Management
Badge Management
Surveys & Feedback
Ticketing

Internal Communications

Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Survey Management

Knowledge Management

Collaboration

Landing Page

Drag & Drop
Form Creation
Real Time Editing
Responsive
Templates

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Materials Management
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling

Project Management

Budget Management
Cost-to-Completion Tracking
Customizable Templates
Milestone Tracking
Resource Management
Time & Expense Tracking

Sales Force Automation

Campaign Management
Contact Management
Contract Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting

Task Management

Create Subtasks
Mobile Access
Percent-Complete Tracking
Reporting/Analytics
Task Board View
To-Do List View

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