THE PLANK PLATFORM
CRM & Billing
FROM SELLING TO INVOICING
A new concept for ERPs
Organize your sales force, in group, levels, agencies. Handle multivel marketing structures! Visualize their parent chain, their hierarchies, their ploblems and be proactive in solving them.
Organize your employees, assign them any tasks, give them permissions and autorizations. Create users, admin, superadmins and externa collaborations.
Let your customers interact with your Smartbills, your SMSs and any document you will be sending. Monitor their satisfaction and interactions.
Customized documents with flexible laout and widgets. Plank developers can assist your company in producing state-of-the-art documents. They rappresent your business!
All the power you need. Plank's scalable infrastracture will meet your needs for intesive billing activities. Even for millions of customers.
We have dealt with complexity numerous times. We understand that billing can get more complex than expected.
So many ways to communicate
Deliver your documents, bills, messages however you want
Users can chat to each other, even to those outside their company
Embedded, no other tools needed to collaborate or to have meetings
Share files and folders to groups or specific users
Share credentials or other sensitive files and encrypt them with additional dedicated passwords
Send sms and track them. Attach big files (a link will be shown) and track when received and open
Plank embeds its own mail server. Access your accounts, share them with users or create temporary accounts
Stop wasting paper, let your documents be interactive
Send out thousand marketing email and track them
Automated VOIP Calls
Inbound and outbound calls embedde in your crm ? That's for real!
Update other system using the integrated service that will be triggered by changing events
Manage requests from your customers or employees and handle them with a proper workflow.
Change the way how your envoices can comunicate to your clients
In Plank all users can have a social public profile. You can make friends an comunicate with them!
How we reinvented the business cards
Calculate fees and pay your external agents
Gather your data in one place
The very essence of an enterprise CRM are your data. Plank provides you the best way to combine and exploit them.
Migrations made easy
Use the provided tamplates to load your date. Multiple formats are file.
We know one of the main reluctances in changing is due to the complexity of the migration process. Should it be needed we'll appoint a specialist and a project manager to this task.