CRM Integration: Streamlining Your Planning Data Workflow

Transform Your Business with Direct CRM Integration

In today’s fast-paced construction and property development world, having instant access to relevant planning data is crucial. At PlanAtom, we understand this need and offer a seamless integration of UK planning data directly into your CRM system. This integration provides a powerful tool for construction contractors, lenders, brokers, and property developers, enhancing their sales and lead generation processes.

Explore more about our UK Planning Data Aggregation and specific use cases for builders, lenders, and property developers.

The Power of Real-Time Planning Data in Your CRM

Our CRM integration feature allows you to have the latest planning application data fed directly into your CRM. This real-time update enables your sales teams to act swiftly, reaching potential clients before your competitors. By integrating planning data with your existing customer information, you can:

• Identify New Opportunities: Quickly spot new construction projects and property developments in your area.
• Customise Your Approach: Tailor your services based on the specific details of each planning application.
• Enhance Customer Relationships: Stay ahead by providing timely and relevant solutions to your clients.

Supported CRMs: A Wide Range of Options

We currently offer integration with a variety of CRMs, ensuring that you can leverage the power of PlanAtom’s planning data with your preferred system:

• Salesforce Integration
• Hubspot Integration
• Pipedrive Integration
• Procore Integration
• Zoho CRM Integration
• Buildertrend Integration

Each integration is designed to be intuitive and user-friendly, allowing for a smooth transition and immediate utilisation of planning data.

Winning Business with Timely Insights

The integration of planning applications into your CRM isn’t just about data; it’s about actionable insights that can transform your business approach. With this feature, your sales team can:

• Act Quickly: Gain a significant edge by contacting prospects as soon as a planning application is submitted.
• Plan Strategically: Understand market trends and adjust your business strategy accordingly.
• Increase Efficiency: Reduce the time spent on data gathering, allowing more focus on client engagement and sales.

Conclusion

Integrating planning data directly into your CRM is more than a feature; it’s a strategic advantage. It streamlines your workflow, empowers your sales team, and ultimately helps you win more business in a highly competitive market.

Discover alternative ways to access planning data with our Google Sheets extension and learn about custom solutions through our API.