Build strong customer relations with client management software

Quickly address questions and feedback, and access shared knowledge and files with Plaky - a free team collaboration platform.

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Why is client management software important?

80% of a company’s future revenue will come from 20% of its existing customers. So it’s more important than ever to focus on every client and do your best to nurture, and build a good relationship with them in order to gain their loyalty.

It’s crucial to have one centralized hub for everything client-related so you can improve the crucial aspects of your business.

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Why is Plaky a perfect client management tool?

Plaky lets you store, manage and label your leads, contacts and clients in the easiest & most user friendly online platform.

It’s customizable and straightforward client management tool that lets you have your customers data stored in one place and accessible anywhere.

Key benefits of using Plaky’s
client's management software

Know your clients thoroughly

Get a comprehensive view of your clients’ history, appointments, payment plans, documents and conversations, stored in one place.

Know your clients

Never lose a contact

Have a dedicated space for each client. Store and manage contacts in one centralized online hub.

Never lose a contact

Have your business with you wherever you go

Access all the information you need about your clients, whenever you need it, with the friendly Plaky mobile app.

Plaky on the go

Increase your team’s productivity

Easily collaborate with your team, assigning clients or appointments to staff members and communicating straight in the card.

Plaky on the go

All the tools you need to manage your clients

ASSIGNING

Improve your customer experience by having a dedicated person for each client.

SCHEDULING

For the tasks that require a deadline, a meeting date, or any other time-bound activity, add a date field.

TRACKING

Easily access data about your clients and track the status of importance by filtering your tasks.

DOCUMENTING

Place and save all the client-related files, images, documents and contacts in your task, so you never get out of context.

Ready-made templates to organize your
clients data in the easiest way

Workflow for every department.

Marketing templates

Sales pipelines

For teams looking for a way to track progress.

Explore template
Marketing templates

Contacts

For teams in need of an efficient CRM tool.

Explore template
Marketing templates

New clients

For sales teams of any size to track prospects.

Explore template