Cloud CRM Software You Can Access From Anywhere
Planports is a cloud-based CRM: no installation, automatic updates and secure data. Manage sales, customers and your whole team from any device, anywhere.
- Workflow Automation: Create automatic actions without code. WhatsApp messages on new leads, meeting reminders, auto-assignment.
- Multi-Channel Communication: WhatsApp Business API, Instagram DM, Messenger and phone PBX integration. All conversations in CRM.
- End-to-End CRM: Lead capture, pipeline management, proposals, orders, pre-accounting and reporting — all on one platform.
500+ SMBs across Turkey, Europe and Africa choose Planports CRM.
25,000+ users, 900,000+ leads managed. 12+ years of industry experience with impeccable support.
500+
Active Companies
25,000+
Users
900K+
Leads Managed
4.8/5
Customer Satisfaction
Trusted Integrations
Why Choose Cloud CRM
No Installation, Automatic Updates, Access From Anywhere
With cloud-based CRM there is no server to set up and no software to install. You log in from your browser, always run the latest version, and your team works from the office, home or the field.
Social Media Lead Management
Automatic lead capture from Meta, Google Ads, TikTok ads. 500+ app integration via Zapier.
Multi-Channel Communication
WhatsApp Business API, Instagram DM and Facebook Messenger integration. Manage from one panel.
Marketing Automation
Bulk WhatsApp, SMS and email sending. Automated campaign tracking and lead scoring system.
Lead Conversion Reports
Which channel sells? Track your campaign ROI in real time. Advanced analytics tools.
All Communication Channels on One Screen
WhatsApp, Instagram DM, Messenger and Phone PBX Integration
Wherever you talk to your customers — all conversations are automatically recorded in CRM. Control WhatsApp CRM integration, Instagram DM, Messenger and PBX integration from one panel.
WhatsApp Business API
Most PopularCommunicate professionally with WhatsApp Business API. All conversations are recorded in CRM, accessible by the team.
- Bulk WhatsApp messaging
- Message templates and quick replies
- Automatic welcome messages
- Conversation history stored in CRM
- Multi-user support (team access)
- Workflow automation support
Instagram Direct Message New!
View and reply to Instagram DMs in CRM. Message history automatically saved to the lead card.
Facebook Messenger
Manage Facebook messages in CRM. Instant notifications and team assignment.
Phone PBX Integration
Incoming/outgoing calls recorded in CRM. Voice recordings, call statistics.
All conversations are unified in the central CRM panel. No matter which channel they come from, never lose lead history.
Request DemoCustomer Reviews
What Our Users Say About Planports Cloud CRM
Over 25,000 people across Turkey, Europe and Africa use Planports CRM software.
Professional and Reliable Service
As Dentavita Dental Clinic, we provide services in the health sector including dental tourism. We thank the Planports CRM team for the ease of use, speed of communication, quick patient contact, patient follow-up support, and their professional dedication to our success.
11 Years of Uninterrupted Support
As Fresenius, we are a world-leading German company in the dialysis sector. We have been working with the Tekvita team for approximately 12 years on both domestic and international projects. We receive support in many areas such as procurement, sales, and process tracking. We work not as two separate companies, but as colleagues of the same organization.
Easy to Use, Amazing Support
As Döveç Group, we manage our call center team and sales team meeting plans with Planports. We successfully conduct marketing activities in over 20 countries. We also use Planports for process tracking. We are very satisfied with the easy-to-use interface and fast, successful support services.
We Always Work with the Best
As Ikarus Technology, we are a technology company developing industrial automation solutions for sector leaders in Turkey. We've been working together for 4 years and just switching to Planports CRM alone increased our revenue by 27%.
500+ Integrations
All Your Digital Channels on One Platform
Connect all the tools you use — Meta ads, Zapier automation, Google, Instagram — to Planports CRM software. Integrate without writing code.
One Platform for All Your Needs
Everything in Your Cloud CRM — From Leads to Reports
Planports CRM software is not just a customer management system. It contains all the tools you need for digital marketing, sales automation and business management.
Form Integration — Automatic Lead Capture
Meta Instant Forms (Facebook & Instagram Ads), Google Ads forms, TikTok Lead Generation forms — all leads are automatically transferred to CRM software.
Supported Platforms:
- Meta (Facebook & Instagram) Instant Forms
- Google Ads Lead Form
- Website contact forms
- Google Forms
- Zapier with 500+ form builders (Typeform, Tally, etc.)
Automatic Lead Distribution System
Incoming leads are automatically distributed to your sales team based on rules you define. Smart distribution by region, product, campaign source or workload. No lead is missed, every lead reaches the right person instantly.
Features:
- Region-based automatic assignment
- Round-robin distribution
- Workload balancing
- Campaign-based assignment
Lead Conversion Reports
Which channel sells? Which campaign is profitable? Real-time lead source analysis and conversion reports.
Reports:
- Campaign-based ROI analysis
- Channel performance comparison (Meta vs Google vs TikTok)
- Lead conversion funnel
- Sales team performance reports
- Average conversion time analysis
🔥 Workflow Automation (New!)
Create automatic actions without writing any code. Fully customizable automation rules with "If X happens, do Y" logic.
Triggers:
- When a new lead is added
- When lead status changes
- When an opportunity is added/stage updated
- When a proposal is added/status changes
- When a meeting is scheduled
Actions:
- Auto-send WhatsApp message (to customer or team)
- Auto-send SMS
- Auto-send Email
- Parametric messages: {first_name}, {last_name} variables
- Auto-assign lead
Lead, Prospect and Customer Management
Record and easily manage all your customers and suppliers. CRM software enables lead capture, customer segmentation and prospect management to help you collect more leads and acquire more customers.
Meeting and Appointment Management
Schedule meetings and calls with your leads and customers. Get automatic reminders, track meeting notes. Keep a complete conversation history in the CRM.
Sales Pipeline & Opportunity Management
Manage your sales pipeline visually with drag-and-drop Kanban boards. Track every opportunity through stages from initial contact to closed deal. CRM software gives you complete visibility of your sales funnel.
Proposal & Order Management
Create professional proposals directly from CRM. Send via WhatsApp or email. Track if proposals have been viewed. Convert accepted proposals into orders with one click.
WhatsApp Business API Integration
Send and receive WhatsApp messages directly from CRM software. Bulk messaging, template messages, automatic welcome messages. Team members can access all conversations simultaneously.
Instagram DM Integration
View and reply to all Instagram direct messages from CRM. Messages are automatically saved to the lead card. Track DM conversations from ad comments.
Email & SMS Marketing
Bulk email and SMS campaigns. Segment your audience and send targeted messages. Track open rates, click rates and conversions inside CRM software.
Phone PBX Integration
Incoming and outgoing calls are automatically recorded in CRM. Listen to call recordings, view call duration and statistics. Click-to-call directly from the lead card.
Process Tracking & Project Management
Kanban boards, task assignments, deadline tracking and team collaboration. Use CRM software to manage internal projects alongside your sales pipeline.
Pre-Accounting & Invoicing
Invoice creation, income/expense tracking, customer balance management. Basic financial tools integrated directly into your CRM.
Inventory & Stock Management
Product catalog, stock levels, warehouse management and purchase orders. Ideal for businesses that sell physical products alongside services.
Mobile CRM (iOS & Android)
Access your CRM software from anywhere with native mobile apps. View leads, update deals, send WhatsApp messages and check reports on the go. Available on Google Play and App Store.
Step by Step
How Does Your Sales Process Work with Cloud CRM?
See how the end-to-end sales process works from the moment a lead comes in to closing the deal. CRM software automates every step.
Lead Captured from Ads
A potential customer fills out a form via Meta, Google Ads or TikTok ad. CRM software automatically captures the lead and creates a record with all contact details.
Automatic CaptureAutomatic Assignment to Sales Rep
Based on pre-defined rules (region, product, workload), CRM software automatically assigns the lead to the right sales representative. No manual intervention needed.
Smart DistributionInstant Communication via WhatsApp
The sales rep reaches out within 5 minutes via WhatsApp. CRM sends a template message: "Hello {first_name}, would you like detailed information about our services?"
Parametric MessageProposal Prepared and Shared
After gathering customer requirements, a professional proposal is prepared in CRM software. Shared via WhatsApp or email. Track whether proposals have been opened and viewed.
Customer Won! 🎉
The proposal is approved and the sale is closed. The entire process (ad cost, lead source, number of meetings, proposal amount, acquisition date) is reported in CRM software.
ROI Report GeneratedCloud CRM Guide
Frequently Asked Questions
Common questions about cloud CRM, how it differs from on-premise systems, security and access.
Cloud CRM (cloud-based CRM) is customer relationship management software hosted on remote servers and accessed through a web browser, instead of being installed on your own computers. You can log in from any device, anywhere, with no setup or maintenance on your side. Planports is a fully cloud-based CRM: you sign up, open your browser and start managing leads, sales and customers right away — there is nothing to download or host.
On-premise CRM is installed on your company's own servers and requires hardware, IT staff and manual updates. Cloud CRM runs on the provider's servers — there is nothing to install, updates happen automatically and you pay a predictable subscription instead of upfront infrastructure costs. Cloud CRM is faster to launch, easier to scale up or down, and accessible from anywhere, which is why most growing businesses now choose it over on-premise systems.
Yes. Reputable cloud CRM providers encrypt your data in transit and at rest, run regular automatic backups and apply role-based access controls so each user only sees what they should. In many cases cloud CRM is more secure than keeping data on an office computer that can be lost, stolen or left un-patched. Planports protects your customer data with encrypted storage, granular access permissions and automatic backups.
Yes. Because cloud CRM works over the internet, you can access it from any browser and from mobile apps without installing anything on a specific machine. Planports offers iOS and Android apps plus a mobile-friendly interface, so your sales team can update leads, send proposals and reply to WhatsApp messages from the office, from home or on the road — all changes sync instantly across every device.
No. Cloud CRM requires no installation, no servers and no IT setup. You sign up, log in through your browser and start working immediately. Updates, security patches and maintenance are all handled by the provider, so you always use the latest version with zero IT effort. With Planports you can be up and running in minutes and test everything with a 14-day free trial — no credit card required.
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Try Cloud CRM Free for 14 Days
We can help you achieve the goals you envision for your company.
