CRM Development

CRM, or Customer Relationship Management, is a broad term that covers how your company will interact with their clients. Keeping your clients, or potential clients, on index cards and Post-It notes is fine for a solo operation, but for a team and company, you need something much more robust.

Plan Left has a CRM solution that can be tailored to fit many needs within a company.

  1. Client Management - Have a centralized database of all your clients, their contact details, notes from anyone within your company, and past email correspondence.

  2. Time Management - Tracks time against whichever client you are working on with a running timer. Allows you to track multiple clients at the same time, so there is no need to switch between various client folders.

  3. Generate Tasks - Create tasks and assign to individuals or teams. Deadlines can be defined and reminders generated. Use the forum for questions and answers to eliminate email chains.

  4. Team Hierarchy Structuring - Not everyone needs to have access to all the data in the database. Set up the appropriate structure to allow for more access or limit various individuals.

  5. Custom Applications - The Plan Left team is happy to build out any custom functionality you need to make your business successful.

Want to have a Client Relationship Management system but are lacking the clients? Our digital marketing efforts range from email marketing to pay per click management, and our traditional marketing can do anything from print design to photography

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