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PLATFORM / CRM

The relationship starts before the project.

The planned CRM will bring sales opportunities and commercial conversations into PLYNT, with a clearer handoff from an agreed deal to client work.

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What it brings
to your business.

THE CONNECTION

The planned sales CRM extends the relationship before delivery begins. Its direction is to connect a sales opportunity and commercial discussions with the client work that follows. Existing client management covers the working relationship; confirm the CRM release scope before including sales pipeline functions in your rollout.

Explore current client managementReview product direction

Before delivery

Organize the relationship, sales stage and next commercial action.

A connected handoff

Carry agreed scope and useful conversation history into delivery.

Intelligence across the relationship

The CRM direction connects pipeline information with later client work and business results.

Also in the system

Planned capability. This visual illustrates the intended CRM experience. Release availability is yet to be confirmed.

Planned capability

Illustrative product view with sample data.

See what PLYNT
can do for your business.

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PLYNT / PRODUCT DESIGN PREVIEW