Plank is an advanced CRM platform that offers the powerful capability of multilevel functionality.
With its multilevel feature, Plank enables you to create and manage hierarchical structures within
your CRM system, from levels to
parent chains, revolutionize the way you organize and streamline your organization.
Efficient User Hierarchy
With Plank’s multilevel functionality, you can establish a user hierarchy, defining roles and
permissions for each level.
This enables you to effectively manage user accesses and responsibilities.
Assign specific privileges to different user levels, ensuring data security and streamlining
workflows.
Structured Data Management
Plank’s multilevel capability allows for structured data management.
You can create hierarchical models to organize and categorize your customer and personnel data.
Group customers into categories and subcategories, facilitating targeted marketing campaigns,
personalized communication, and tailored customer experiences.
Enhanced Reporting and Analytics
You can gain deeper insights
into your business performance.
Generate reports and analytics based on different hierarchical levels, enabling
comprehensive analysis of sales, customer behavior, and team performance.
Monitor and track key metrics across various levels of your organization, enabling data-driven decision-making.
Customized Workflows
Plank’s multilevel feature empowers you to design and implement customized workflows
aligned with your business hierarchy.
Define and automate processes based on specific levels within your organization, ensuring seamless collaboration and efficient task management.
Assign tasks, track progress, and streamline communication, all within a multilevel framework tailored to your unique business needs.
Scalable Growth
Your CRM platform can adapt and scale as your business grows.
Effortlessly add new levels, departments, or teams to your organizational structure, maintaining a
clear hierarchy and ensuring smooth information flow.