FORRETNINGSVÆRKTØJ
Hver klient. Hvert job. Hver detalje. Øjeblikkeligt
Virksomheder, kontaktpersoner, kunde-Assets, databerigelse, sevDesk-Sync
Sikr din plads nu
- ✗"Hvilken Müller? Ham fra bygmarkedet?"
- ✗Kundehistorik i hovedet — til du glemmer
- ✗3 minutter i Outlook ved hvert opkald
- ✗Materialer fra sidste ordre? Ingen anelse
- ✗Stamkunde går til konkurrenten — ubemærket
- ✓Kunde ringer: al info klar med det samme
- ✓Komplet ordrehistorik per kunde
- ✓Ét klik: firma, tilbud, jobs, assets
- ✓"Samme folie som i maj" — fundet med det same
- ✓Inaktive kunder identificeres automatisk
PROBLEMET
Kundedata spredt overalt
Kunden ringer: 'Som sidst.' Du ved ikke hvilken sidst han mener. Var det banner-ordren eller vinduesbeklebningen?
Når en kunde ringer, tager det minutter i stedet for sekunder
LØSNINGEN
Et CRM til reklameteknik
Alle data ét sted. Automatisk databerigelse
Bidirektional sevDesk-sync
- Virksomheder + kontaktpersoner
- Kunde-Assets
- Ordrehistorik
- Databerigelse
- CSV-Import
Sådan fungerer det
Opret kunder
Manuelt, CSV eller sevDesk
Administrer assets
Logoer og printdata
Brug historik
Alle tilbud og jobs
Følg op
Identificer inaktive kunder
Sign shops work with a manageable but deeply connected client base — relationships are long-term. A CRM built specifically for trades and sign shops knows assets, job history and recurring patterns that a general CRM cannot map
Client knowledge on demand
Sync clients from sevDesk or add manually — all contact data, contacts and notes
Store client assets: which lettering, wrapping or advertising items does this client already have
Complete job history with quotes, jobs and invoices at a glance
Reminders for maintenance intervals or seasonal promotions stored directly on the client
DINE FORDELE
- ✓Instant context when a regular client calls
- ✓Client assets prevent incorrect material recommendations
- ✓Job history as a basis for upselling
- ✓Bidirectional sevDesk sync keeps both systems current
- ✓Automatic data enrichment with company information
Multiple
contacts
Assets
versioned
Brand profile
per client
Custom pricing
per client
Ofte stillede spørgsmål
Does the CRM replace sevDesk?
No. The PlotonIQ CRM is specialized for sign shop workflows — assets, jobs, measurements. Accounting and financials stay in sevDesk
How does the sevDesk synchronization work?
Bidirectional and in real time: new clients in PlotonIQ appear in sevDesk and vice versa. Changes are reconciled
Can multiple contacts be stored per client?
Yes. Any number of contacts with role, email, phone and individual notes
What are client assets?
Assets are the existing advertising materials of a client — e.g. window vinyl lettering, vehicle graphics, outdoor advertising. With photos, dimensions and material information