For customer management

PlanMill CRM is cutting-edge solution for successful customer management that helps you get the big picture of your business and sales processes.


Manage customer contacts

  • Manage and add contacts, potential companies, and key persons information to your account for future marketing and sales purposes.
  • Link contacts to actions, request ja campaigns. Add each company multiple persons.
  • Update effortlessly company contacts from the Asiakastieto Oy registry (Finland only).

Create requests easily

  • Manage and create requests and use service requests as the centralized repository of all your customers' needs and wants (billable or non-billable, internal or external).
  • Monitor who is performing each request, what status is it in and what has been discussed internally around it.
  • Track billable and non-billable service hours.

Register meetings, phone calls, and to-dos

  • Relate those actions to contacts, requests, projects and opportunities.
  • Transfer actions to calendar tools like MS Outlook or Google Calendar with iCalendar.

Streamline your marketing processes

  • Manage and create efficiently marketing campaigns and send mass emails.
  • Keep in touch your target audiences according your sales and marketing strategy.
  • Keep track on who has been attached to which campaign and track campaign responses.

Track sales opportunities

  • Track sales opportunities and follow your sales processes from a lead to a closed deal.
  • Manage leads - identified, qualified, proposed and won or lost.
  • Relate those opportunities to contacts, projects, request and partners.

Send sales order confirmations

  • Send sales order confirmations (PDF) before delivering the products and services.
  • PlanMill creates invoice rows automatically based on the order information.

Manage product information

  • Manage and create product-related information, such as product model and prices.
  • Create forecasts for sales projects and ongoing services smartly.
  • Take advantage of stored items when creating sales orders and contracts for pricing and other product related information.

Create reports efficiently

  • With help of indicators, dashboards, and reports for different purposes will help you see the big picture of your company's financial and operational performance.
  • You can order customized reports during the implementation phase of the system and after the implementation from PlanMill Service Desk.