PLANA Business Cloud provides powerful tools to organize and grow your sales by managing the entire process—from the first contact to closing the deal. The system automatically generates leads from various channels, such as emails, websites, or social media, and directs them to the right team based on predefined rules. This automation significantly reduces manual work, freeing up time for your sales teams to focus on building relationships with customers and closing deals. As a result, greater efficiency and speed are achieved throughout the sales process.

The platform also offers an easy way to plan next steps, such as calls or meetings, with reminders and calendar integration. This helps manage time effectively and ensures that all critical actions are completed on schedule. With PLANA Business Cloud’s intuitive interface, teams can easily track progress on every opportunity, analyze successful and missed deals, and adapt their approach for better outcomes. These features allow for continuous improvement in sales strategies and a deeper understanding of customer needs.

With PLANA Business Cloud, managing leads becomes clearer, more transparent, and efficient. The tools for analyzing and tracking opportunities help you make informed decisions and create personalized strategies for each customer. This system enables you to close more deals and build long-term, successful business relationships.

PLANA Business Cloud optimizes the sales process through centralized management of quotes, contracts, and invoicing. The system allows the creation of personalized quotes that can be sent directly from the platform, and each deal can be tracked in real time, ensuring accuracy and efficiency throughout the process. This facilitates quick responses to customer inquiries and the creation of accurate, well-structured proposals. Additionally, calendar synchronization and task automation help teams manage time and resources, ensuring focus on the most important customer needs and priorities.

The system includes key features such as integration with online stores and management of product catalogs, enabling easy updates to product information and the offering of personalized solutions. Generating sales forecasts and analyzing profit/loss ratios using accurate data assist in making strategic decisions and optimizing sales efforts. The intuitive interface ensures a smooth process from inquiry to invoicing, with the ability to work with various currencies and tax regimes, making it easier to manage international deals and expand business reach.

PLANA provides full control over all stages of the sales process, offering automation of routine tasks and clear visualization of the progress of each deal. This increases efficiency and transparency in sales and helps teams focus on building long-term customer relationships and achieving sustainable results.

PLANA Business Cloud offers an efficient and secure solution for processing online payments. Integration with leading payment systems and banks automates the invoicing and payment processes, minimizing the risk of errors. The system allows customers to make payments directly from the provided quotes or invoices, enhancing their user experience and speeding up the completion of transactions. This feature is particularly useful for businesses aiming to improve the efficiency of their online sales and reduce payment processing time.

PLANA Business Cloud provides real-time monitoring of incoming payments, allowing automatic reconciliation of payments with outstanding amounts. This ensures that all financial transactions are processed promptly and accurately. The system is compatible with multiple currencies and bank accounts, making it ideal for international business operations. These features help companies expand their global reach while ensuring easy management of payments. Advanced risk and security management functionalities ensure that all financial data is protected, providing peace of mind and trust in the system.