Manage All Leads and Campaign Processes from One Screen for Advertising & Digital Agencies

Collect all inquiries from ad campaigns, websites, and social media (WhatsApp, Instagram) on a single platform and accelerate sales. Control your agency's client relationships, creative processes, and team performance flawlessly.

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< 1 Min

Lead Response Time

40%

Sales Conversion Increase

One Panel

Multi-Channel Campaign Tracking

    Planports Digital Agency CRM - Lead Source and Campaign Performance Report

500+

Active Companies

25,000+

Users

900K+

Leads Managed

4.8/5

Customer Satisfaction

Seamlessly integrates with the world's best platforms
WhatsApp Business Integration WhatsApp Business
Instagram DM Integration Instagram DM
Meta Ads Lead Integration Meta Ads Lead
Google Ads Lead Integration Google Ads Lead
Zapier Integration Zapier

The Easiest Way to Grow Sales and Manage Your Agency for Advertising & Digital Agencies

CRM, Process Management and Basic Finance — All in One

Planports CRM is a next-generation CRM and company management platform designed for advertising and digital agencies to manage their business processes more effectively. It provides all the tools you need to acquire new leads, strengthen relationships with existing clients, and increase your sales. Beyond managing your team and agency more efficiently, you can also track your non-sales processes with Planports CRM, and optimize your workflows with project and task management.

Advertising and digital agencies CRM
  • Capture Inquiries from All Channels

    Multi-Channel Lead and Communication Management

    Funnel all client inquiries from your website, WhatsApp, Facebook or Instagram Lead ads into one panel. See which lead came from which campaign, and automatically route them to your sales team within seconds to multiply your conversion rates.

  • Speed Up Your Proposal Process

    Interactive Proposals and Sales Management

    Prepare and send professional, brand-specific digital proposals in seconds. Get instant notifications when a client opens or reviews your proposal. Report your sales team's quotas, targets, and closed deals in real time.

  • Bring Transparency to Campaign Deliverables

    Creative Process and Campaign (Project) Management

    Once client approval is obtained, assign the work to the creative team as a "Task." Visualize process steps such as design, copywriting, ad publishing, or SEO optimization on a Kanban board. Instantly see where work is stuck and who is responsible for what.

  • Synchronize Your Calendar

    Client Meetings and Brief Sessions

    Schedule strategy meetings, brief sessions, or report presentations with your clients on the calendar. Save meeting notes directly under the client profile so that your entire team (sales, operations, creative) can access up-to-date information from the same page.

  • Measure Agency Profitability

    Retainer Invoices, Budget and Basic Accounting

    Automate your monthly fixed (retainer) consulting invoices and send them as e-invoices. Reflect costs from ad budgets or outsourced freelancer/service expenses to your projects to measure your operational profitability clearly.

Planports CRM+ for Advertising & Digital Agencies

All Features for Your Agency Operations

Lead management, campaign tracking, team tasks and basic accounting — on a single platform

Brand & Client Portfolio

Manage your brands, prospects, and campaign history in one hub

Sales Pipeline & Forecast

Visually track campaign proposals and deal stages

Retainer & Campaign Proposals

Instantly create monthly retainer or project-based proposals

Multi-Channel Lead Collection

Collect prospects from Meta, Google Ads and social media

Creative Process & Campaign Tracking

Track design, copy, ad publishing processes on Kanban boards

Brief & Client Meeting Calendar

Plan brief, strategy and report presentations

Creative Team Task Tracking

Monitor workloads of designers, copywriters and media teams

Account Manager Performance

Measure who won how many brands and campaign conversions

Agency Profitability & Revenue Report

Analyze campaign-based revenue, expenses and profitability reports

Retainer Invoice & Basic Accounting

Manage monthly fixed invoices and ad budget tracking

All WhatsApp and Instagram Conversations on One Screen

The Communication Interface Agencies Need Most

No more drowning between open tabs. Message potential or existing clients, send briefs, and instantly access campaign histories directly from Planports.

Client Profile

Tolga Demir (Brand Manager)

Online

Hello, I'm sending the new ad campaign drafts (PDF). You can review them.

10:24

Thanks, we liked the designs. You can give approval for publishing.

10:30
WhatsApp Icon
WhatsApp Integration Mobile View

Why Planports?

Leave Chaotic Agency Processes Behind, Switch to Digital Management

Don't waste your potential with Excel spreadsheets, briefs lost in WhatsApp groups, and untrackable tasks.

Old Method (Scattered)

Planports Solution
Client revisions and briefs get lost in WhatsApp, emails, or verbal conversations. Past discussions can't be found. All client communication history, campaign briefs, and files are consolidated in a 360-degree single view.
Account managers communicate with brands from their personal phones. Conversation data and brand memory stays with them. With WhatsApp Business API, your corporate line is connected to the system. Conversations are stored in the agency's digital memory.
Task assignments to the creative team are manual and scattered, who got what task gets mixed up, and deliverables are delayed. Advanced Task and Project module enables transparent tracking of all processes on a Kanban board with automated reminders.
Ad expenses and client invoices (retainers) are kept in separate places, making it impossible to measure the agency's real profitability. Approved proposals or fixed agreements are converted to e-invoices with a single click. End-to-end agency profitability tracking is achieved.
Monthly retainer contracts and project pricing proposals are manually prepared in Word/Excel, revisions get mixed up. Corporate proposals are created in seconds with ready-made templates, clients approve online and invoicing follows.

Customer Reviews

What Our Users Say About Planports CRM

Over 20,000 people across Turkey, Europe, and Africa use Planports CRM.

testimonial quote

We Always Work with the Best

As Ikarus Technology and Destek Bilişim, we are a technology company developing industrial automation solutions for sector leaders in Turkey. During our search for a CRM solution, we came across Planports. When they told us CRM usage would contribute to our sales growth, we didn't understand how. We've been working together for 4 years and have seen that it's truly accurate. Just switching to Planports CRM alone increased our revenue by 27%.

Birol Uğur
Ikarus Technology - Group Director / Sales and Business Development
Planports CRM user review
Planports CRM