Product Overview - CRM

Product Overview | Product Features | CRM Editions | Technical Requirements | FAQ | Live Demo

Web Based Solution
The web based design of PLANet Contact CRM allows for easy access from any location in the world and makes it easy to adopt and use. Such design ensures that your information is always current, providing you and your staff with the very latest information and complete ease of mind. The database is properly secured, with each user logging in with their individual user name and password.

PLANet Contact CRM Offline Solution
PLANet Contact CRM is also sold as a non web-based software solution, affording Desktop and Workgroup management of Customer Relations.

Technical Aspects and Customization
PLANet Contact CRM has been built using PHP & MySQL. PLANet Contact CRM clients' databases are hosted on high-bandwidth dedicated Web servers located with the Blue Ridge Internetworks, Charlottesville, Virginia, USA. Our solution is highly customizable. Our team of developers can adapt PLANet Contact CRM to exactly fit your business needs, and not the other way around.

User Friendly Interface
PLANet Contact CRM's intuitive and user-friendly interface has been designed for average users – making them able to handle routine tasks without the need of an administrator. Organization of Content is resolved by using four distinctive areas of the database layout screens; the ‘Table Navigation Bar’, the ‘Record & View Navigation Bar’, ‘Record Data’ and the ‘Action Bar’. Such navigation structure ensures easy and logical movements between all database tables for all users.

Tracking Contact History
PLANet Contact CRM allows you to view the entire history related to a particular lead. Be it email communication in the past, phone calls, related activities or files, all that can be easily tracked in PLANet Contact CRM.

Search
PLANet Contact CRM also includes an integrated indexing and search functionality. In addition, the system offers effective keywords search, ensuring that end users can easily find what they need.

Integrated Email Solution
PLANet Contact CRM offers an excellent integrated email solution, which serves as a classic email account, but also allows for mass mailings to all or selected categories of customers directly from the system. Email correspondence is being automatically archived in recipient/contact files. Such archive system is a very valuable part of tracking all ways of communications with one customer, client, or for example, a donor.

Archiving Files
Easy upload of files into the PLANet Contact CRM, affords archiving and associating specific files with relevant contacts or companies.

Tracking Tasks, Events, Activities
Each user has a constant record of planned activities and events. Those activities are associated to a specific user, contact or company, date and time. Planned activities are automatically saved into a calendar, which alerts the user when the scheduled date and time approach. When the scheduled task is completed, the activity remains archived within the system, under associated contact or company. As the end result, such archiving principles create an excellent tool for tracking all necessary information one might need and a great instrument for detailed analysis.
Here’s a quick example: If we would like to get a company discount for flying with Delta Airlines, and they raised a question e.g. how many times during the past 2 years had somebody from within our company flown for a business trip with Delta Airlines? By using PLANet Contact CRM, we would be able to give them an exact answer, and more. We would simply go to Delta Airlines Company Detail and have a look on past activities. Not that we would see just how many times our employees have flown with them, but we should be able to list all the names, times and exact dates when they were flying.

Assigning Tasks to Different Team Members
PLANet Contact CRM has several options available for assigning tasks to another team member or the entire team. Subsequently, all the tasks of any particular assignee can be seen by other team members. This aspect helps in increasing output and as a consequence, increases the productivity of your team.

Tracking All Contact and Company Information
Contact and Company tables allow you to track all the necessary information relevant to one contact or company. Efficient tracking of all information may lead to improvement of your operations in many areas such as:
- Online Lead Management
- Communication (improve communication throughout your whole company)
- Data mining (empower staff with advanced data mining and reporting functions)
- Expansion and control of the sales pipeline
- Strengthening relationships with business partners
- Increasing loyalty and customer satisfaction
- Closing the loop between marketing and sales
- Targeting key decision makers for direct mail
- Refining sales decision and marketing support
- Generating feedback on your marketing activities
- Developing accountability throughout the sales process
- Discovering unexplored opportunities

Project Management and Daily Hours Tracking
This module has been developed in order to strengthen control over project and time management within your company. Regular reporting and daily hours tracking is a unique source for internal analysis of productivity as well as an accurate base for your billing reports (e.g. for your project based clients, or project contracted employees)

Customization
Are you in need of some additional features? Do you have some special technical requirements or ideas?
Our solution is highly customizable. PLANet Systems Group team of developers can adapt PLANet Contact CRM to exactly fit your business needs, not the other way around. If you need to develop a bespoke tool to achieve a particular business objective, just tell us. PSG development team has over a decade long experience with creating tools for our clients to make their life easier and more effective. Our programmers are the true experts on customized development work.

Technical Support and Training
PLANet Systems Group pays a great attention to client's training, support and guidance, mainly in the early days. Our experienced team always focuses on passing our deep knowledge of the system to clients in order to help them maximize the benefits of the system. Our Service Centre is at our clients’ disposal at each stage of the project and beyond, ensuring that the principles of timely action and strong communication promptly help resolve any issues our clients might have. These principles are combined with the first rule of customer care which is to set realistic expectations and meet them each time.