Enterprise CRM Solution

Unify Your Ad Conversions, Customer Conversations and Sales Processes on One Platform

Planports CRM enables enterprise sales and marketing teams to automatically capture leads from Meta/Google ads, communicate with customers via WhatsApp Business API and Instagram DM from within CRM, and automate all sales processes with workflow automation.

  • WhatsApp, Instagram DM & Messenger — One Screen

    Manage all WhatsApp, Instagram DM and Messenger conversations from field teams, distributors and reps from the CRM customer card. Communication history is preserved even when staff changes.

  • Workflow Automation & Approval Processes

    When a new lead arrives, automatic assignment to sales reps, follow-up reminders and campaign scenarios — your sales operations run 24/7 automatically.

  • Bulk WhatsApp, SMS & Email Campaigns

    Send campaign messages to customers, price updates to distributors and announcements to dealers via WhatsApp, SMS or email in bulk.

  • Ad Integration
  • ERP Integration
  • API Support
Enterprise CRM pipeline management

500+

Active Companies

25,000+

Users

900K+

Leads Managed

4.8/5

Customer Satisfaction

Manage your enterprise communication and lead channels in one CRM
WhatsApp Business
Instagram DM
Google Ads Lead
Zapier (ERP/SAP Connection)

Enterprise Digitalization Comparison

Fragmented Tools vs Planports Enterprise CRM

Old MethodWith Planports Enterprise CRM
Sales team tracks customers in Excel — unclear who contacted which customer or which proposal was sent.See exactly which stage each customer is at with the sales pipeline. Rep-based performance and close rates are real-time.
WhatsApp, email, phone — each channel is separate. Field staff use personal accounts, history may be lost.WhatsApp Business API, Instagram DM and Messenger managed from CRM customer card. Entire communication history stays in corporate memory.
Lead assignments are manual, follow-up calls forgotten. Unclear who responded to which customer.Workflow automation automatically assigns leads to reps, follow-up reminders run automatically.
Reports prepared from Excel at month-end. Can't tell which rep performed or which campaign converted.Rep and campaign-based performance reports generated in real-time. Sales forecast calculated automatically.
Different systems for CRM, accounting, project management — integration issues, duplicate data entry.CRM + basic accounting + orders + project management on one platform. ERP/SAP connection via Zapier.
Campaign announcements to distributors and field teams done one by one — slow and inefficient.Send campaigns to customers, announcements to distributors and information messages to dealers instantly via bulk WhatsApp, SMS and email.

Enterprise WhatsApp CRM

Field Team & Distributor Communication on One Screen

Manage WhatsApp, Instagram DM and Messenger conversations between your field teams, distributors and customers from the CRM customer card. Communication history is preserved even when staff changes.

Planports CRM — Enterprise Unified Messaging
Distributor — Ankara Region
Hello, we'd like to discuss the discount rates in the campaign proposal you sent last week.
Regional Manager — Can S.
Hello! Sending the updated discount table now. I'm also attaching the distributor-specific price list. 📄
Instagram DM — Potential Customer
Do you do wholesale? Can I get a price list?
Planports CRM - Auto Assignment
Your request has been received! Our B2B sales team will be in touch. 😊

Planports CRM for Enterprises

All Features for Enterprise Operations

Customer management, sales automation, WhatsApp integration, workflow and basic accounting — on one platform

Enterprise Customer & Distributor Portfolio

Manage customers, distributors and prospects in one central place

Sales Pipeline & Forecast

Create sales stages and generate revenue forecasts

WhatsApp Business API

Chat with field teams and distributors via WhatsApp from CRM

Instagram DM & Messenger

Manage social media messages from the CRM customer card

Bulk Messaging

Campaigns to customers, announcements to distributors — bulk WhatsApp/SMS/email

Workflow Automation

Lead assignment, approval processes and follow-up scenarios — automatic

Lead Capture (Meta & Google)

Leads from ad forms automatically flow into CRM

Enterprise Proposals & Contracts

Create professional proposals with templates, send for approval

Process & Project Tracking

Monitor sales and marketing processes with Kanban boards

Field & Distributor Performance Reports

Rep and campaign-based sales reports

Accounts & Basic Accounting

Manage enterprise accounts and invoice tracking

Ready to Boost Your Sales Team's Productivity?

Try all enterprise CRM features free for 14 days. No credit card required.

Start Free Trial Book a Demo

Enterprise Security & Compliance

Your Data Is Protected at Enterprise Standards

Data security is the most critical expectation of large enterprises. Planports CRM operates on infrastructure that meets enterprise-level security standards.

Data Security

Your customer data is stored in secure cloud infrastructure and protected against unauthorized access. User-based access control ensures only authorized personnel can reach data.

SSL/TLS Encryption

All data communication is protected with 256-bit SSL/TLS encryption. Your data is secure both in transit and at rest.

Cloud Infrastructure

Hosted on high-availability cloud infrastructure. Uninterrupted service with automatic scaling and backup.

Daily Backups

Your data is automatically backed up daily. User-based access control and detailed activity logs are maintained.

Proven Results

Results Our Customers Achieved with Planports CRM

27%

Revenue Increase

Ikarus Technology increased revenue by 27% after switching to Planports CRM.

— Birol Uğur, Group Director

48 Hours

Setup Time

Free setup, data migration and training for Pro plan users — ready to use within 48 hours.

Free onboarding support

20+ Countries

Global Operations

Döveç Group runs marketing and sales operations in 20+ countries with Planports.

— Redif Ekinci, Döveç Group

Enterprise CRM Guide

Frequently Asked Questions

Common questions about CRM, ad conversion tracking and integration needs for enterprise sales and marketing teams.

ERP manages finance, logistics and production operations, but sales pipeline management, lead tracking, customer relationships and rep-based performance reporting are outside ERP's focus. CRM manages sales and customer processes on one platform with flexible pipelines, user-based authorization and Zapier ERP/SAP integration.

In Planports, you can set up pipelines, customer pools and performance tracking for your sales team. Managers can monitor the entire team while reps manage their own portfolio. User-based authorization and data access controls are configured.

Yes. Planports Zapier integration enables data synchronization with SAP, Logo, Netsis, Mikro and other ERP systems. Automatic transfer of customer and order data can be set up. Custom integrations via API are also available.

Planports runs on cloud infrastructure and all data is protected with SSL/TLS encryption. Daily automatic backups are performed. User-based access control and detailed activity logs ensure your data security.

Yes. Bulk data import from Excel and CSV files is supported. Free data migration support is provided for Pro plan users. Migration from your existing CRM is managed with a dedicated project consultant.

There is no user limit in Planports. Per-user pricing model applies. You can create department, branch and regional authorization groups, and define the data scope each user can access.

Pro plan subscriptions include 1 hour of free online training. Video training library, help center and live support are also available. For large teams, a dedicated project consultant manages the onboarding process.

Yes. You can integrate your own systems via the Planports REST API. Additionally, 500+ app integrations are available through Zapier. Real-time data synchronization is possible with webhook support.

Customer Reviews

What Our Users Say About Planports CRM

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

quote

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%.

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