Plaky for CRM

Streamline your client’s interaction processes on one platform.

Organize your CRM processes with one tool

Manage customer relations for better results.

Centralized data

Plaky helps your team understand relationships over time, and increase customer loyalty with well organized and centralized customer base.

Easy management

Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.

Trackable progress

Visualize your project with Kanban view. Manage your sales and account pipeline with custom status workflows.

How to use Plaky for your
CRM projects

Build customer relations

Collect leads from any source, centralize and qualify them in one place. It helps sales teams improve customer service by having all the contacts and client data on a board. Get a complete record of individuals and companies, so you can better understand your relationship over time.

Don’t start from scratch.
Kick-off your projects faster with our:

Contacts template

Contacts template

Better sale’s lifecycle

Sales management made easy. Track clients interactions across the entire customer lifecycle.
From first contact to winning a deal. Have all the valuable data on your board, with the right people assigned to the right tasks.

Don’t start from scratch.
Kick-off your projects faster with our:

Deals template

Deals template