PlanMill CRM (Customer Relationship Management), part of PlanMill Business Application Suite (BAS), is a web-based tool for growing, mid-sized, and large corporations. PlanMill CRM contains 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.

Screenshot

My Workspace in PlanMill CRM

Demos

PlanMill CRM (Suomi)

Personalize when you sign-in to the user interface 

See also CRM features overview

Key features

• Account & contact management
• Action management - my and team todo's
• 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 modules

The main modules of PlanMill CRM are:

Free add-ons 

The main add-ons included in base user subscription for PlanMill CRM are the following:

Commercial add-ons (Additional fee)

The commercial add-ons with additional fee required for PlanMill CRM are the following:

PlanMill Business Application Suite (BAS) PlanMill CRM includes all features of PlanMill BAS + customer relationship management (CRM)