We Plan, Supervise & Guarantee your CRM Implementation

supervised by an expert. We guarantee the implementation and only get paid after it’s done. Our services are especially useful if you need to integrate multiple applications. We help you implement the most efficient CRM solution for your business workflow.

We Ensure These Baselines are met in your CRM Implementation

Feature

Automation

Never Miss a critical Task with Automation and Notifications alerts,tasks are automatically assigned to correspondent users and follow up emails are sent to clients and team members all tracked in performance reports

Feature

Integration

If you are using more than one app we make sure all apps are syncing for centralized view.Using API to connect your email, website, CRM, accounting system, Inventory and more..

Feature

Easy To Use

We simplify any complication into a 360° View of related data, with fewer clicks and automated next steps and keeping all needed information in a single view

Feature

Dynamic Reporting

we make sure dashboards and other informatics graphs are available and dynamic. Allowing the users to choose their filtering criteria whenever needed.

We make sure it's

optimized For Your Workflow

We make it simple, but significant..

tick

All necessary tasks, emails & documents are automatically assigned, sent & generated.

tick

Custom Roles and Profiles to control users privileges

tick

Custom Reports & Dashboards

tick

API Integration with between different systems

Don't stress over setting up CRM! Our experts will be with you every step of the way, providing guidance and recommending the best implementation strategy for your business. Say goodbye to the overwhelm and hello to streamlined processes and business growth!

we started this company after

15 years experience in CRM industry

Our team of business and software professionals has been providing exceptional CRM services to firms across various industries for the past 15 years. We have a proven track record of delivering high-quality solutions that help our clients streamline their business processes, enhance customer engagement, and improve overall productivity. We pride ourselves on our ability to understand our clients' unique business requirements and tailor our solutions accordingly to ensure optimal results. By choosing us as your CRM implementation partner, you can rest assured that you will receive the highest level of expertise and support throughout the entire process.

Get Free Consultation

With our free consultation, you can explore our services risk-free and gain valuable insights into how our team can help you implement a successful CRM system.

Need a Professional Help?

Do you require some help regarding any software project: Workflow Management, prototyping, Documents Management, Apps API Integration, Orders and Service requests or Mobile App!

Get Free Consultation

© 2023 Plan My CRM