Name: Plando CRM
Author: Tandemwise

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Agile Development

Product Analytics

Version Control

Development

Business Intelligence (BI)

Collaboration

IP PBX

Knowledge Management

Policy Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Catalog

Data Deduplication

Data Privacy Management

Data Warehouse

Edge Computing

Embedded Database

Ethernet Switches

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Mainframe Monitoring

Migration

Mobile Identity

Network Monitoring

Network Performance Monitoring

Network Simulation

Rack Servers

Tape Storage

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Data Cleansing

Digital Experience Intelligence

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Incentive Compensation Management

Sales

GDPR Compliance

Security Orchestration, Automation and Response (SOAR)

Security

Animal Shelter

Apparel

Computer-Aided Design (CAD)

ID Card

Last Mile Delivery

Lease Management

Oil and Gas

Online Ordering

Vertical-Specific

medium

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Inventory Management

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Attendance Tracking

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KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

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Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

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The Org

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Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

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CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

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PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

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Plando, from Israeli company Tandemwise, provides small businesses with a solution for customer management. The solution makes it possible to manage processes of managing and receiving leads, tracking calls, mailing, billing customers including clearing and producing accounting documents, as well as project management. The software boasts a comfortable user interface, adaptations to customer needs and a variety of programs suitable for micro, small, medium and large businesses. The product was launched in 2010 and the vendor states the solution currently has hundreds of customers.

Assistive CRM

Sales Force Automation

CRM Project Management

CRM Reporting & Analytics

Customization

Platform

Quote & order management

Interaction tracking

Channel / partner relationship management

Lead management

Task management

Forecasting

Pipeline visualization

Customizable reports

API for custom integration

Mobile access

Role-based user permissions

Reporting

Assistive

Contactability is a multi-channel marketing platform which automates the lead conversion process.

Contactability

Customer Service & Support

Social CRM

Integrations with 3rd-party Software

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Case management

Call center management

Help desk management

Email marketing

Billing and invoicing management

Custom fields

Custom objects

Scripting environment

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Plando CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Tandemwise

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Operating Systems	Unspecified
Mobile Application	No

Plando CRM

Overview

What is Plando CRM?

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Pricing

Plando CRM

What is Plando CRM?

Entry-level set up fee?

Offerings

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Alternatives Pricing

Assistive CRM

What is Assistive CRM?

Contactability

What is Contactability?

Product Details

What is Plando CRM?

Plando CRM Technical Details

Comparisons

Compare with

M2E Cloud

aPlus+ Attendance

KindLink

Alert Rental

AnChain.ai

The Org

CloudRange

CMIT Email Security

EventsWallet

PinPoint DMS

Reviews