CRM Software for Small Businesses

Manage WhatsApp, Instagram DM and Messenger from a single screen. Track every opportunity with sales pipeline, create professional proposals in minutes — never lose a customer.

Try Free for 14 Days Request Demo
No Credit Card Required Free Setup

One Screen

WhatsApp + DM + Messenger

Zero Loss

Sales Pipeline Tracking

Fast Quotes

Professional Proposals in Seconds

    Planports SMB CRM — Customer Tracking, Sales Pipeline and Proposal Management

500+

Active Companies

25,000+

Users

900K+

Leads Managed

4.8/5

Customer Satisfaction

Unify all your customer and lead channels in one CRM
WhatsApp Business
Instagram DM
Meta Ads Lead
Google Ads Lead
Zapier (500+ Integrations)

Next-Gen CRM for SMBs

Unify All Your Communication Channels and Sales Processes on One Screen

Planports CRM automatically collects all leads from your small business's WhatsApp, Instagram DM, Facebook Messenger and web forms, tracks them in the sales pipeline and converts them into customers with workflow automation.

  • WhatsApp, Instagram DM & Messenger — One Screen

    Manage all your WhatsApp, Instagram DM and Facebook Messenger conversations from the CRM customer card. Conversation history is preserved even when staff changes.

  • Smart Follow-Up with Workflow Automation

    When a new lead arrives, automatic WhatsApp welcome, 3-5-7 day rule follow-up reminders and task assignments — no customer is left unattended.

  • Bulk WhatsApp, SMS & Email Campaigns

    Send campaign announcements, deal notifications and reminder messages to your customer lists via WhatsApp, SMS or email in bulk.

  • Quick Setup
  • Easy to Use
  • API Integration
CRM software for small businesses — WhatsApp and social media integration
Why Do You Need CRM?

Excel & WhatsApp Management vs Planports CRM

The most common challenges small businesses face and how Planports solves them

Old Method (Excel / WhatsApp / Notebook) With Planports CRM
Customer list in Excel, conversations in WhatsApp, appointments in notebooks — data is scattered, nobody knows what was discussed with which customer. All customers, notes, proposals and orders on one screen. Instantly see who was called when and which proposal is pending.
Incoming leads (web, social media, phone) get lost if not noted. Missed follow-ups mean missed sales. Leads from Meta/Google ads and WhatsApp automatically flow into CRM. Track them stage by stage with the sales pipeline.
Price quotes prepared in Word/Excel, revisions get mixed up, they don't look professional. Create corporate proposals in seconds with ready templates; customers approve online and invoicing happens automatically.
No way to measure what each employee does, how many customers they've won, or monthly sales figures. Sales team performance reports, channel-based conversion analytics and monthly revenue reports are generated automatically.
WhatsApp, Instagram DM, phone — each channel is separate, no one knows what was discussed where. When staff leaves, all history is lost. WhatsApp Business API, Instagram DM and Messenger are managed from one screen. All conversations are stored in the CRM customer card.
Follow-up calls are forgotten. Reminders are done manually and often missed. Workflow automation sends automatic WhatsApp welcome, 3-5-7 day follow-up reminders and task assignments — no customer goes unattended.
Separate programs for accounting, inventory, orders — double data entry, extra cost. CRM + basic accounting + inventory + order management all in one platform. No need to purchase separate software.

WhatsApp CRM for SMBs

Your Customer Communication Is Now on One Screen

Manage your WhatsApp, Instagram DM and Messenger conversations from the CRM customer card. No more dependency on personal phones — history is preserved even when staff changes.

Planports CRM — Unified Messaging
Instagram DM
Hi, what is the price of this product?
Planports CRM - Auto Welcome
Hello! Your request has been received. Our representative will get back to you shortly. 😊
WhatsApp
I placed an order but can't track the shipping status.
Sales Rep — Ahmet B.
Hello! Your order was shipped today. Sending your tracking number now. 📦

Planports CRM+ for Small Businesses

All the Features SMBs Need

Customer management, sales tracking, proposal management and basic accounting — all in one platform

Customer & Prospect Portfolio

Manage your customers and prospects in one central place

Sales Pipeline (Kanban)

Visually track Interest → Proposal → Contract stages

WhatsApp Business API

Chat with customers via WhatsApp directly from CRM

Instagram DM & Messenger

Manage social media messages from the CRM customer card

Bulk Messaging

Send bulk campaigns via WhatsApp, SMS and email

Workflow Automation

Set up automatic assignments, reminders and follow-up scenarios

Lead Capture (Meta & Google)

Leads from ad forms automatically flow into the CRM

Quick Proposal Builder

Create professional proposals in minutes with templates

Process & Project Tracking

Monitor all your workflows with Kanban boards

Sales & Channel Reports

See which channel and rep generated the most sales

Accounts & Basic Accounting

Manage accounts, receivables and invoices on one screen

Inventory & Order Management

Manage product inventory and orders on a single platform

SMB CRM Guide

Frequently Asked Questions

Common questions about why CRM is essential for small businesses, pricing and ease of use.

Customer list in Excel, conversations in WhatsApp, appointments in notebooks — when data is scattered, you can't know when a customer was last contacted, which proposal was finalized, or which channel brings the most customers. CRM unifies all these processes on one screen: leads are automatically collected and tracked, proposals are created with one click, and sales performance is reported.

Planports uses a per-user monthly pricing model that's affordable for small teams. You can test all features with a 14-day free trial — no credit card required. Instead of purchasing separate accounting, proposal and communication tools, a single platform covers all your needs.

Yes. Planports is cloud-based and requires no installation. Start using it instantly from your web browser or mobile app. With the Pro plan, our expert team sets up your CRM for you, provides training and designs your processes together.

Customer Reviews

What Our Users Say About Planports CRM

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

testimonial quote

We Receive Professional and Considerate Service

As Dentavita Oral and Dental Health Clinic, we provide services in the health sector including health tourism. We thank the Planports CRM team for their ease of use, quick communication, fast patient outreach, help with patient tracking, and professional support for our success in the sector.

Berk GÖL
Dentavita Oral Health Center - Dentist, Business Owner
Planports CRM user review
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. 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