CRM & Sales
Every lead.
Every deal. One place.
PlanSmarter CRM follows the customer from first contact to signed deal and delivery — with a visual sales pipeline, dedicated customer portals and catalogs, and follow-ups that become tasks.
- Visual sales pipeline with drag & drop
- Dedicated catalogs and customer portals
- Mail log and activities on every contact
Features
From first contact to loyal customer
Everything sales needs, connected to the people who deliver.
Sales pipeline
Drag deals between stages, see value per stage and forecast the month.
Contacts & companies
Users, my contacts, external and CRM contacts — searchable from everywhere.
Mail log
Every e-mail to and from a contact in one timeline. Add senders as contacts in one click.
Leads & actions
Register leads fast and plan calls, visits and follow-ups as actions.
Customer portals
Give each customer their own portal with orders, quotes, documents and service.
Dedicated catalogs
Customer-specific catalogs and prices — shown in their portal and webshop.
Quotes to orders
Build a quote from the catalog; accepted quotes become orders automatically.
Sales reports
Pipeline, win rate and revenue per seller, customer and period — with PDF.
Know everything before you call
Contact card, companies, mails, tasks, quotes and orders in one timeline — so the whole team speaks with one voice.
- Mail history per contact
- Follow-ups as tasks in the Planner
- Notes and actions with full history
A portal your customers love
Customers log in to see their own catalog, prices, quotes, orders and service tickets — and order again themselves.
- Dedicated catalog per customer
- Accept quotes online
- Service requests straight to the team
AI in CRM
AI that keeps your pipeline moving
The AI reads your pipeline, mails and activities and tells you where to act.
Summaries of every customer
Get a short summary of the latest mails, meetings and orders before you call.
Deals at risk
Deals with no activity or slipping dates are flagged, with a suggested next step.
Draft e-mails & quotes
Write follow-up mails and quote texts from a few words, in Danish or English.
Next best offer
Suggested products for each customer based on what similar customers buy.
Use cases
Built for B2B sales teams
Field sales
Visits, notes and quotes from the phone — synced to the office instantly.
Wholesale
Key accounts with their own catalog, prices and customer portal.
Service & agreements
Service agreements, renewals and tickets linked to the customer.
Consulting & projects
From lead to project with hours registered and invoiced on the customer.
Customers
Sales teams that close more
"The pipeline is on the screen at every sales meeting. Nothing gets forgotten any more."
"Our biggest customers have their own portal and catalog. They order more and call us less."
"Mail log on every contact means anyone can pick up a customer — even on holiday weeks."
Why PlanSmarter
CRM that doesn't stop at the deal
Other CRMs stop when the deal is won. PlanSmarter carries it through order, delivery and invoice.
| Capability | PlanSmarter | Typical CRM systems |
|---|---|---|
| Visual sales pipeline | ||
| Mail log per contact | ||
| Dedicated customer catalogs & portals | — | |
| Quote → order → planned delivery | — | |
| Time registration invoiced on the customer | — | |
| Planner, webshop & chat in the same system | — |
Close the next deal faster.
Bring your contacts and pipeline — up and running in an afternoon.