Customer Relationship Management (CRM)
Manage and Grow Your Customer Relationships with Ease
Centralize Your Customer Data and Streamline Your Sales Process
At Planet Marketing, we understand the importance of keeping track of your customers and nurturing those relationships to drive growth. Our Customer Relationship Management (CRM) system is designed to help you manage all your customer interactions, streamline your sales process, and ultimately grow your business.
Key Features
Centralized Customer Database
All Your Contacts in One Place: Store all your customer and lead information in one centralized location. With our CRM, you can easily manage and access contact details, communication history, and other important data from anywhere, at any time.
Segment and Filter: Organize your contacts into different segments based on various criteria such as purchase history, engagement level, and demographics. Easily filter and search through your database to find the exact information you need.
Automated Task Management
Stay on Top of Your To-Do List: Automatically assign tasks and reminders to your team members based on specific triggers, such as follow-up dates, lead status changes, or customer inquiries. Our CRM helps ensure that no task or customer is ever overlooked.
Custom Workflows: Create and manage custom workflows that align with your sales process. Whether it’s nurturing leads, following up with prospects, or closing deals, our CRM automates routine tasks, freeing up your team to focus on more critical activities.
Comprehensive Sales Pipeline Management
Visualize Your Sales Process: Track your leads and opportunities through each stage of the sales funnel with an intuitive visual pipeline. Easily move deals from one stage to the next, and get a clear overview of your sales progress.
Forecast and Report: Generate detailed reports and sales forecasts based on real-time data. Monitor key performance metrics such as conversion rates, deal sizes, and sales velocity to make informed decisions and optimize your strategy.
Multi-Channel Communication
Communicate Across Channels: Manage all your customer communications—whether it’s through email, SMS, or calls—directly from the CRM. This ensures that every interaction is logged, and your team can easily pick up where they left off.
Personalized Messaging: Use customer data to personalize your communications and build stronger relationships. Send targeted emails, SMS messages, or even direct mail based on individual customer preferences and behaviors.
Benefits for Home Improvement Businesses
Your sales process and follow up methods are what matters. Use our system to turn prospects into clients.
Why Choose Planet Marketing’s CRM?
At Planet Marketing, we know that managing customer relationships is key to the success of your home improvement business. Our CRM system is designed to help you streamline your sales process, improve customer satisfaction, and ultimately grow your business.
Ready to take control of your customer relationships and drive more sales? Let Planet Marketing’s CRM help you achieve your business goals.
14-day Risk-Free Trial
$297/mo
Get full access to all the powerful features of our software and take control of your sales and marketing processes. Perfect for businesses ready to enhance their operations with our comprehensive toolkit.
Lead Generation & Marketing
Client & Project Management
Communication & Transactions
$997/mo
Enjoy all the benefits of the DIY plan, plus let our experts manage your Google Ads campaigns for you. We’ll work closely with your office team to ensure seamless integration and maximum results.
Our Hybrid Plan Includes: