Plaky for Sales

For sales professionals who like to track their leads and make sure customer onboarding runs smooth.

Track prospects

Track account data, notes, and action items from opportunity to contracting. Provide your sales team with a common framework, so they never miss an lead and have a more efficient roadmap to closing deals.

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

Onboard new clients

Manage your post-sale activities in one place, so you can stay on top of client projects and build long-lasting relationships. Get the clients up to speed, address any queries they have, and outline the strategy going forward.

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