The relationship starts before the project.
The planned CRM will bring sales opportunities and commercial conversations into PLYNTUM, with a clearer handoff from an agreed deal to client work.
A closer look.
The details behind the workflow, including what is available and what is still planned.
THE CONNECTION
The planned sales CRM extends the relationship before delivery begins. Its direction is to connect a sales opportunity and commercial discussions with the client work that follows. Existing client management covers the working relationship; confirm the CRM release scope before including sales pipeline functions in your rollout.
Explore current client management Review product direction
Before delivery
Organize the relationship, sales stage and next commercial action.
A connected handoff
Carry agreed scope and useful conversation history into delivery.
Intelligence across the relationship
The CRM direction connects pipeline information with later client work and business results.
Also in the system
Planned capability. This visual illustrates the intended CRM experience. Release availability is yet to be confirmed.
What the planned CRM is meant to do
The sales CRM is planned. Today, client management covers the relationship once work is agreed: agreements, projects, requests, approvals and payments.
Track the opportunity
Organize the relationship, the sales stage and the next commercial action.
Hand over the agreed scope
Carry the agreed scope and useful conversation history into delivery.
Connect the sale to the result
See how a won deal performed after delivery: the time, the cost and the payments.
Who uses it
- Founders and sales
- Once released, see the pipeline and the delivery picture in one place.
- Delivery teams
- Start the work knowing what the client was promised.
Available today and in development
| Client records, contacts, proposals and retainersPart of client management today. | Available |
|---|---|
| Opportunity pipeline and sales stages | Planned |
| Advanced sales CRM | Planned |
| AI across sales and client work | Planned |
Until it is released
Today the handoff from sales to delivery usually happens in a meeting or an email. The planned CRM is meant to carry the agreement straight into the client record. Until it is released, keep your current sales tool and add the client to PLYNTUM once the work is agreed.
Your first week
- Keep your current sales tool for the pipeline.
- Add each client to PLYNTUM when the work is agreed, with the proposal attached.
- Follow the Product direction page for the CRM release.
Connected areas
Common questions
Start with the work that keeps getting stuck.
Bring one project into a connected workspace. See the work, the people and the cost together.