Independent CRM Consulting for SMBs

CRM Solutions That Grow With Your Business

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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.

Our Solutions

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.

Professional Services & Agencies

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

Technology & IT

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

E-Commerce & Retail

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

Healthcare & MedTech

Compliant patient data management and internal communication.

Manufacturing & Industrial

Centralized control of sales, service, and parts management.

Real Estate & Finance

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

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

Client Testimonials & Success Stories

💬 „Thanks to Plan Digital Now, we finally have a clear overview of our clients—and save hours of manual work every month.“
– CEO, IT Services Company, Berlin

💬 „The combination of strategy, technology, and support is unbeatable—perfect for our growing e-commerce business.“
– Head of Sales, Online Retailer, Barcelona

More case studies coming soon…

Want to discover how our CRM solutions can grow your business?

We're happy to show you how our CRM services can help generate more leads, improve your sales team's efficiency, and elevate your customer service. Call us, start a live chat, send an email, or schedule a meeting with our experts. You can also follow us on social media for the latest updates.

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