CRM

In this section, you find all information about creating and editing contact data records – from the address via orders to properties, documents and much more.
Create classes and types in PlentyONE, manage your companies and link contacts with the companies.

Use the CRM » Contacts menu to retrieve at a glance all information that is saved for a contact or the address data of a guest order. In this section and in compliance with GDPR, you can also download all data that is saved for a contact or a guest order, anonymise data records and convert plentyShop and marketplace guest order into regular contact data records.

Use the Messenger for sending and receiving emails in PlentyONE or create internal messages that are only visible in your PlentyONE back end and cannot be accessed by your contacts.

All emails that are sent with PlentyONE are based on email templates. Use the EmailBuilder to create your templates quickly and intuitively.

Learn also how to retain control over orders that are still unpaid with the help of the AR list.