CRM Module

  • Advanced Print CRM Solution

  • Manage Prospects, Customers and Leads with advanced CRM features

  • PrintPLANR offers an advanced PRINT CRM (Customer Relationship Management) solution, giving the user power to fully control every aspect of business. From acquiring leads, sending them quotes to converting them into customers, Print CRM offers complete workflow to record, analyze and nurture leads and provide services to your existing customers.

    Our Print CRM also provides tools like forecasting, that allow you to set targets for your sales team and make the same visible to the team, as they bring in new opportunities and work their way to create higher sales.

    Our advanced Print CRM features include:

    • Manage your CRM database – Leads, Customers and Suppliers (Vendors) in one highly efficient module;
    • Maintain details of all of their databases including Contacts, Departments, Addresses and other master records;
    • Reminder services allow your sales/technical team to quickly record notes and create tasks & calls;
    • Set monthly/quarterly targets to your sales team and analyze how they perform on an ongoing basis;
    • Nurture leads, maintain different statuses as per follow-ups and pave way for them to turn into a customer;
    • Dashboard widgets allow you to view your CRM activities in a aggregated manner;
    • Customize your CRM module by adding custom fields and record all vital information about your customers;
    • Run reports, export data and therefore accurately measure the success of your business. Improvize your business plan accordingly;
    • Easily import your existing CRM database onto PrintPLANR. 

      PrintPLANR also offers a bunch of other unmatched features to uniquely suit your business workflow needs. Request a free trial to explore the advanced CRM module.