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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 Liveoak?

Our mission is to assist businesses in building trust, accelerating deal closures, and transforming customers into enthusiastic advocates for their brand. Liveoak serves as a virtual platform that fosters customer engagement while offering unique products and services not found anywhere else. With its cloud-based capabilities, Liveoak seamlessly combines top-tier video conferencing, screen sharing, data and ID capture, collaborative forms, and eSignature functions, enabling your teams to deliver exceptional customer service. Additionally, to comply with regulatory standards, every session's activity and data can be monitored and archived by all participants involved. Your customer-facing teams are equipped to provide support at every phase of the interaction through online screen sharing and collaborative video conferencing. This encourages customers to work alongside your team members, ensuring that all forms are filled out and edited with precision, ultimately enhancing the overall customer experience.

Media

Media

Integrations Supported

Integrations Supported

Docusign

API Availability

API Availability

Pricing Information

$19.90 per month

Pricing Information

Pricing not provided
Free Trial Offered?

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
Online Training

Company Facts

Organization Name

PLANet Systems Group

Date Founded

1996

Company Location

Czech Republic

Company Website

planetcrm.planetsg.com

Company Facts

Organization Name

Liveoak Technologies

Date Founded

2014

Company Location

United States

Company Website

www.liveoak.net

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Document Management
Project Management
Real Time Editing
Video Conferencing

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking

E-Notary

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Remote Document Access
Text Editing

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