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Our Mission

CRM. Simple. Efficient. Effective.

We believe that custom-fit CRM systems are the key to long-term customer relationships and sustainable growth. Our mission is to empower small and mid-sized businesses across Europe with expert consulting, modern technologies, and personalized support—without expensive licensing models or vendor lock-ins.

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Our Solutions

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CRM Consulting

Process analysis, vendor selection, and migration strategies—independent and tailored.

CRM Implementation & Customization

Full system setup, integrations, automation, and role configurations—built around your needs.

CRM Support & Maintenance

Ongoing support, change management, regular reporting, and training.

Process Optimization & Automation

Streamline workflows, automate customer communication, and increase efficiency.

Industry-Specific CRM Expertise

Tailored CRM solutions for your business.

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Professional Services & Agencies

Streamlined project and client management for consultants, marketers, and HR providers.

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Technology & IT

Efficient processes for SaaS startups, MSPs, and software vendors.

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E-Commerce & Retail

CRM integration with online stores, marketing automation, and inventory control.

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Healthcare & MedTech

Compliant patient data management and internal communication.

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Manufacturing & Industrial

Centralized control of sales, service, and parts management.

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Real Estate & Finance

Property tracking, lead matching, and finance workflows—at a glance.

Client Testimonials & Success Stories

Anna

"Dank Plan Digital Now haben wir unsere CRM-Prozesse in nur wenigen Wochen optimiert – und die Conversion-Rate um 27 % gesteigert."

Anna Müller
David Schneider

"Das Team hat uns geholfen, Marketing-Automatisierung effizient umzusetzen. Wir sparen jetzt jeden Monat mehrere Stunden manuelle Arbeit."

David Schneider
Julia Weber

„Unsere Leads werden endlich sauber qualifiziert. Die BANT-Methodik von Plan Digital Now war ein Game-Changer.“

Julia Weber
Michael Berger

„Wir wollten mehr Transparenz im Vertrieb – jetzt haben wir sie. Die Dashboards sind einfach genial!“

Michael Berger
Laura König

„Von der Beratung bis zur Implementierung – alles aus einer Hand. Plan Digital Now ist unser Partner für digitales Wachstum.“

Laura König

Key Features at a Glance

Vendor-neutral CRM: e.g. HubSpot, Zoho, Odoo
Seamless integration with ERP, accounting, email & more
Automated workflows = less manual work
Transparent dashboards and real-time reporting
User training for quick adoption
Fully scalable CRM architecture
Personal long-term support

Let’s get started!

Ready for your digital journey?

Optimize your CRM, automate your processes, and drive growth — with Plan Digital Now by your side.