CRM

Migrate your Planports CRM data

All-in-one SMB CRM with WhatsApp-first messaging and ad lead automation, designed for internationally advertising businesses in Turkey and Europe.

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In its favor

Why people choose Planports CRM

The signal that keeps Planports CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Built and supported in Turkey with 20,000+ users across Turkey, Europe, and Africa — workflows, language support, and pricing align with these regional markets rather than US-centric assumptions.

Process management and pre-accounting are bundled with CRM, giving SMBs a single platform covering customer data, quotes, and basic invoicing without a separate accounting tool.

Lite user accounts at 50% lower cost (for users beyond the first 3) let teams give partial access to staff who only need Contacts, Events, and Meetings — a useful tiering structure for cost-conscious SMBs.

API access is an explicit add-on (1,200 TL+VAT/month) rather than bundled, meaning customers pay only when they need integrations — a transparent extra-cost model.

Vertical-specific marketing pages (investment, manufacturing, digital agencies) signal tailored configurations for those industries rather than one-size-fits-all positioning.

Pricing and add-ons quoted in Turkish lira (TL) make budgeting unpredictable for non-Turkey teams due to currency volatility.

Training (8,500 TL per person/day) and process consulting (6,000 TL per person/day) costs add up quickly for organizations needing significant onboarding support.

API access at 1,200 TL+VAT/month is a separate line item — competing CRMs typically include API access in standard tiers.

Limited English-language reviewer presence on G2 and Capterra makes peer validation difficult for non-Turkish prospects.

Marketing automation and BI depth are lighter than mainstream international CRMs like HubSpot or Pipedrive.

Reasons to switch

Why people leave Planports CRM

The recurring reasons buyers give for replacing Planports CRM. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Planports CRM fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

WhatsApp Business API natively embedded in the Contact card with full conversation historyAutomatic lead capture from Meta Instant Forms, Google Ads, and TikTok ads with source attribution500+ Zapier integrations covering the broader SaaS ecosystemIndustry-specific pipeline stages and custom fields for health tourism, real estate, and digital agenciesBuilt-in Quotes, Orders, and basic accounting alongside CRM — reduces tool sprawl for SMBs

Weaknesses

No publicly documented API schema or developer documentation outside the paid API key add-onWorkflow automations are not exportable — they must be manually rebuilt in the destination systemWhatsApp conversation history is stored in Meta's infrastructure and may not be accessible via standard exportPricing tiers and feature gates are not fully documented publicly, requiring a sales conversation to confirmLimited English-language documentation — platform is primarily documented and supported in Turkish

Where it works

SMBs in Turkey and Europe that run Meta, Google, or TikTok ad campaigns and need automatic lead capture with source attribution routed to sales reps.Health tourism agencies and real estate firms that handle high-volume inbound inquiries from international advertising and require WhatsApp-native conversation tracking per contact.Field sales teams and distributor networks across multiple regions that coordinate via WhatsApp and need all communication history preserved when staff changes.Companies with up to 35 users that want CRM plus Quotes, Orders, and basic accounting on one platform to avoid managing separate billing tools.Digital marketing agencies managing multiple client campaigns who need lead conversion reports by channel and campaign source attribution.

Where it struggles

Organizations operating primarily in English-speaking markets, given the platform's limited English documentation and support.Businesses that require a documented API schema for custom integrations or automated data pipelines — the API is gated behind a paid add-on with no public schema reference.Teams planning to migrate away from Planports in the future, since workflow automations cannot be exported and must be manually rebuilt in the destination system.Companies in industries outside health tourism, real estate, or digital marketing that lack pre-built pipeline stages and industry-specific templates.Organizations requiring transparent, self-service pricing discovery — feature gates and pricing tiers require a sales conversation to confirm.

Pricing tiers

Planports CRM pricing overview

Planports CRM uses a per-user pricing model with a minimum of 3 users across three named tiers — Starter, Professional, and Enterprise — with the lowest tier at an undisclosed price point. Key add-ons include a $62/month API key for programmatic access and $20/month per WhatsApp channel. Exact tier pricing requires a sales conversation. Training and custom development are available at $300/person/day and $550/person/day respectively.

Starter

Tier 1 of 5

Not publicly disclosed; minimum 3 users

What's included

Customer and lead managementSingle sales pipelineQuote managementBasic activities and notesWritten support500+ Zapier integrations

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Pricing is informational. FlitStack AI does not bill on Planports CRM's schedule — see our quote-based pricing →

What gets migrated

Planports CRM object support

Object-by-object support for Planports CRM migrations. Per-pair details surface during scoping.

Leads

Fully supported

Leads are the primary intake object in Planports CRM, capturing from Meta Instant Forms, Google Ads, TikTok, and web forms. We migrate Leads with source attribution, assignment rules, and status fields intact.

Contacts

Fully supported

Contact records in Planports hold standard fields (name, email, phone, company) plus the WhatsApp conversation thread history stored per card. We preserve conversation references and timestamps during migration.

Deals (Pipeline)

Mapping required

Planports uses a Deals object structured into custom pipeline stages per industry vertical. We map each stage to the destination pipeline schema, flagging stages that have no direct equivalent in the target system.

Quotes

Fully supported

Quotes are linked to Deals and contain line items, pricing, and approval status. We migrate Quotes as line-item records tied to their parent Deal ID, preserving the approval workflow state.

Orders

Fully supported

Orders in Planports track post-sale items, quantities, and status. We migrate Order records with their linked Contact and Deal references, noting that financial settlement data may require accounting-system-specific handling.

Activities and Notes

Fully supported

Activity records log calls, emails, meetings, and manual notes against Contact or Deal records. We migrate the full activity history with timestamps, owner attribution, and linked entity references.

Process (Kanban)

Mapping required

Planports Process boards use a Kanban layout to track sales and marketing workflows across custom stages. We map board columns and card records, though any conditional automation rules attached to column transitions are not carried over and must be rebuilt in the destination.

Custom Fields

Mapping required

Industry-specific custom fields are common on Leads, Contacts, and Deals in Planports — particularly in health tourism and real estate. We perform field-level mapping against the destination schema and flag any fields with no target equivalent for manual review.

Attachments and Files

Mapping required

Files uploaded to Contact or Deal cards can be exported individually per record. Bulk attachment migration requires API access and may be limited by plan tier.

Users and Owner Assignment

Fully supported

User records, team roles, and deal ownership assignments are migrated as relational keys, preserving the original rep attribution on Deals and Activities.

Gotchas

What to watch for in Planports CRM migrations

Issues we've hit on past Planports CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

Excel export does not include workflow automations

High

API key is a paid add-on — migration tooling costs extra

Medium

WhatsApp conversation history may not export cleanly

Medium

Minimum 3-user floor on all plans affects per-user pricing

Medium

Industry-specific custom fields require field-level mapping

How a Planports CRM migration works

Four steps, Planports CRM-specific

Connect

API key (paid add-on at $62/month) into Planports CRM. Scopes limited to read-only on the data we move.

Map

We translate Planports CRM-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Planports CRM quirks before production.

Migrate

Full migration with Planports CRM rate-limit handling. Rollback available throughout.

FAQ

Planports CRM migration FAQ

Answers to the questions buyers ask most during Planports CRM migration scoping. Not seeing yours? Book a call.

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Walk through your Planports CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Planports CRM migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Planports CRM.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Planports CRM setup and destination — written quote back within a business day.

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