CRM

Plenar has developed CRM platform for industry partners offering an agile and flexible solution to meet the business’s need.  The cloud-based platform was designed to meet the needs of various businesses offering various solutions and features as per the business’ requirements.  The platform enables businesses to manage current and potential customers with much greater ease.

The platform was designed to offer secure and reliable solution with all data backed up every two hours.  Ensuring that the platform keeps the management, staff, and customers up to date with tools such as CRM platform Customer information, clients notes, shared calendars, events management, and fully branded e-mail updates (to clients and other users).

The platform provides flexibility with add-on modules that can be added as per the business needs.  Plenar developed this platform to provide an easily manageable and flexible solution that can be tailored to the customer’s needs.  Stand alone features can be integrated separately or collectively to enhance your business performance.

Features of a CRM that we have expertise

• Business and Contact management: Store customer profile, services, feedback and ratings on individual services
• Tasks
• Individual and shared Events – integrated with Google Apps and Microsoft 365
• Document Storage – Expertise with Amazon S3
• Estimates and Invoices – with automated reminders to customers for overdue invoices, scheduled auto debit from saved credit card and revenue reporting
• Integration with Quickbooks Cloud Accounting
• Bulk Newsletter or promotion emails – Expertise in Amazon SES (Simple Email Service) integration.
• Bulk SMS campaigns
• Customer Surveys – using online Form Builder