{"compare":false,"blog":false,"article":false,"page":{"title":"CRM (customer relationship management)","lead":"CRM, short for customer relationship management, is software that keeps every contact, company and sales opportunity in one shared record, so anyone on the team can see the history with a client and the next step. PLYNTUM includes CRM core next to projects, time and invoices, for eligible users from the Launch plan.","sections":[{"heading":"What a CRM system does","html":"<p>A CRM system replaces the spreadsheet of leads and the private inbox as the place where sales happen. It typically holds four things, each linked to the others:</p><ol><li><strong>Contacts and companies:</strong> the people you talk to and the organizations they work for.</li><li><strong>Opportunities in a pipeline:</strong> each possible deal, its value and the stage it has reached, such as qualified, proposal sent or won.</li><li><strong>Activities and follow-ups:</strong> calls, meetings and the next step someone has promised.</li><li><strong>Reports:</strong> how many deals are open, what they are worth and where they stall.</li></ol><p>Many CRMs also connect to email and calendars so conversations are logged automatically. Whether a team needs that depends on how much of its selling happens in the inbox.</p>"},{"heading":"CRM and project management: where one ends","html":"<p>A CRM follows a client until the deal is won. A project or work management tool follows the work after that. For a service business the handover between the two is where details get lost: the scope agreed in the proposal, the budget and the contact who signs off.</p><p>Keeping both in one system means the won deal becomes a client and a project without copying anything. In PLYNTUM, won-deal handoff starts on Core and needs the right permission; see <a href=\"{{route:platform/crm}}\">CRM in PLYNTUM</a> and <a href=\"{{route:glossary/client-management}}\">client management</a>.</p>"},{"heading":"CRM in PLYNTUM: what is included","html":"<p>CRM core covers contacts, organizations, opportunities, a sales pipeline and manual follow-ups. Access depends on the plan, the person’s role and workspace permissions. The limits per plan are:</p><table><caption>PLYNTUM CRM limits by plan</caption><thead><tr><th scope=\"col\">Plan</th><th scope=\"col\">Contacts</th><th scope=\"col\">Open deals</th><th scope=\"col\">Pipelines</th></tr></thead><tbody><tr><td>Launch</td><td>1,000</td><td>100</td><td>1</td></tr><tr><td>Core</td><td>5,000</td><td>500</td><td>3</td></tr><tr><td>Scale</td><td>25,000</td><td>2,500</td><td>10</td></tr><tr><td>Intelligence</td><td>100,000</td><td>10,000</td><td>25</td></tr></tbody></table><p>Internal proposal drafts and won-deal handoff start on Core; manual scoring and forecasts start on Scale. Inbox integration, sending proposals to clients by email and AI sales assistance are not available yet. A team that sells mainly through email sequences is better served today by a dedicated CRM; the <a href=\"{{route:guide/best-crm-small-business}}\">small business CRM guide</a> compares several.</p><p>See also <a href=\"{{route:platform/crm}}\">CRM in PLYNTUM</a> and <a href=\"{{route:glossary}}\">all terms in the glossary</a>.</p>"}]}}