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CRM Core Module – Plan9 AI

EMAIL

info [at] plan9.ai

PHONE

+1 212 597 2246

MAILING ADDRESS

954 Lexington Ave #2129
New York, NY 10021
United States

LINKEDIN FACEBOOK INSTAGRAM

CRM Core Module

The CRM Core Module is the essential add-on to your CRM.  It replaces months of manual configuration and expensive annual licenses for 3rd party data services – everything is included at a single, standard affordable price. Our average customer is up and running the same day they buy the product.

Leads come into your platforms with incomplete data.  If You ask for too many fields, your form completion rate drops off. But then, your SDRs and Sales teams lack the data to follow up, or in many cases, they lack enough information to assign the Lead to the right person.

Fix this problem, and many more, with one affordable module.

Enhanced Lead Data: Automatically enrich inbound leads with detailed company, industry, size, and geo-location information.

Optimized Lead Routing: Route leads to the best team member based on multiple criteria, ensuring efficiency.

Seamless Marketing Integration: Convert initial lead behaviors and subsequent interactions directly into opportunities.

Data Quality Assurance: Fix malformed data from external platforms, making it CRM conformant.

Comprehensive Marketing Insights: Provide complete information for marketing platform scoring and quality assessment to guide marketing qualification (MQLs).

Intelligent Lead Association: Link leads to the correct existing accounts for a cohesive data environment.

100% Compliance: Ensure all data management processes are compliant and auditable with GDPR, CASL, and all US State data privacy laws.

Cloud SaaS Architecture: Zero resource consumption for your local CRM’s base configuration. Lightweight and intelligent API usage. Fully secure and GDPR compliant cloud servers.