Turn your customers into lifelong fans

Your audience is your most valuable asset. Managing customer relationships and turning interest into long-term loyalty can be a challenge. Effortlessly nurture your customers, automate personalized communication, and turn customers into lifelong fans with the Planoly CRM.

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Planoly CRM email metrics and a three-message Welcome Flow.

CRM Features You'll Love

  • Automated Email Flows

    Welcome new customers, nurture leads, or re-engage past buyers with ease. Our easy-to-use flow builder and templated emails make setting up sophisticated automated email journeys a breeze.

  • Segmentation Made Simple

    Our simple list builder allows you to create highly targeted customer segments based on their purchase history, total spending, and other key data points. Deliver the right message to the right audience, every time.

  • Instant Outreach with Broadcast Emails

    Need to announce a new product, share a special offer, or send a monthly newsletter? Reach your whole email list with broadcast emails.

  • Analytics and Tracking

    Take the guesswork out of your communication strategy. Track the performance of your emails directly within Creator Store. Understand open rates, click-through rates, and more, allowing you to refine your approach and maximize your impact.

  1. A Planoly dialog for selecting an automated email flow.

    Launch emails in minutes

    Automate messages for product purchases, newsletter signups, and more. Use ready-made templates to build and send email flows.

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  2. A Planoly CRM customer profile alongside a searchable customer list.

    Manage your audience

    One place to house all of your customer contacts and newsletter signups. Manage your list with simple segmentation.

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  3. Abandoned Cart and Welcome Flow email automations in Planoly.

    Nurture your customers

    Maintain a consistent relationship with your customers and grow your business with Planoly.

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