CRM

THE PLANK PLATFORM

CRM & Billing

FROM SELLING TO INVOICING

A new concept for ERPs

Your Salesforce

Organize your sales force, in group, levels, agencies. Handle multivel marketing structures! Visualize their parent chain, their hierarchies, their ploblems and be proactive in solving them.

Your Workforce

Organize your employees, assign them any tasks, give them permissions and autorizations. Create users, admin, superadmins and externa collaborations.

Your clients

Let your customers interact with your Smartbills, your SMSs and any document you will be sending. Monitor their satisfaction and interactions.

Advanced billing

Customized documents with flexible laout and widgets. Plank developers can assist your company in producing state-of-the-art documents. They rappresent your business!

Performance

All the power you need. Plank's scalable infrastracture will meet your needs for intesive billing activities. Even for millions of customers.

Customized complexity

We have dealt with complexity numerous times. We understand that billing can get more complex than expected.

CRM

HTML Templates

MULTI CHANNEL

So many ways to communicate

Deliver your documents, bills, messages however you want

Chat

Users can chat to each other, even to those outside their company

Video Rooms

Embedded, no other tools needed to collaborate or to have meetings

Repository

Share files and folders to groups or specific users

Vault

Share credentials or other sensitive files and encrypt them with additional dedicated passwords

SMS

Send sms and track them. Attach big files (a link will be shown) and track when received and open

E-Mail

Plank embeds its own mail server. Access your accounts, share them with users or create temporary accounts

E-Invoice

Stop wasting paper, let your documents be interactive

Mass Mailing

Send out thousand marketing email and track them

Automated VOIP Calls

Inbound and outbound calls embedde in your crm ? That's for real!

Webhooks

Update other system using the integrated service that will be triggered by changing events

Ticketing Area

Manage requests from your customers or employees and handle them with a proper workflow.

Smart Bill

Change the way how your envoices can comunicate to your clients

Social Network

In Plank all users can have a social public profile. You can make friends an comunicate with them!

QR Contacts

How we reinvented the business cards

Commissioning

Calculate fees and pay your external agents

IDEA

Gather your data in one place

The very essence of an enterprise CRM are your data. Plank provides you the best way to combine and exploit them.

START UP

Migrations made easy

Self

Using templates

Use the provided tamplates to load your date. Multiple formats are file.

Serviced

Assisted

We know one of the main reluctances in changing is due to the complexity of the migration process. Should it be needed we'll appoint a specialist and a project manager to this task.