EMAIL

info [at] plan9.ai

PHONE

+1 212 597 2246

MAILING ADDRESS

954 Lexington Ave #2129
New York, NY 10021
United States

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Plan9 AI

AI Driven Cloud Modules: The Ultimate CRM Companion Plan9 AI provides intelligent cloud modules driven by five unique types of AI that enhance your inbound data and streamline CRM setup and management for small to medium-sized businesses. Unlike traditional CRM setups and 3rd party data service that can be time-consuming and costly, Plan9 AI’s modules are complete solutions that integrate seamlessly and start delivering results from day one. Your CRM connects to the Plan9 AI Module, the connection is via a secure Cloud API. There are services for all features listed for the core modules. Here’s why Plan9 AI’s solution stands out:
  • Enhanced Lead Data: Automatically enrich inbound leads with detailed company, industry, size, and geo-location information.
  • Optimized Lead Routing: Route leads to the best team member based on multiple criteria, ensuring efficiency.
  • Seamless Marketing Integration: Convert initial lead behaviors and subsequent interactions directly into opportunities.
  • Data Quality Assurance: Fix malformed data from external platforms, making it CRM conformant.
  • Comprehensive Marketing Insights: Provide complete information for marketing platform scoring and quality assessment to guide marketing qualification (MQLs).
  • Intelligent Lead Association: Link leads to the correct existing accounts for a cohesive data environment.
  • 100% Compliance: Ensure all data management processes are compliant and auditable with GDPR, CASL, and all US State data privacy laws.
  • Cloud SaaS Architecture: Zero resource consumption for your local CRM’s base configuration.  Lightweight and intelligent API usage.  Fully secure and GDPR compliant cloud servers.
Plan9 AI saves your company valuable time and resources, allowing you to focus on what truly matters—growing your business. Without Plan9 AI, smaller companies struggle to configure, manage and integrate their CRM with all the needed services and data sources needed for seamless operations.  CRM admins can spend weeks or months configuring, licensing and installing multiple 3rd party data services, and then more weeks or months more building all the custom workflows required.  Plan9 AI’s modules remove all this work, and 90% of the extra expense for services.  Manual configuration is error prone and usually incomplete (there is never enough time).  Now, small and medium businesses can use an AI driven cloud solution with Same Day Install!  This gets your business up and running faster, saves tens of thousands of dollars per year, and operates seamlessly in cooperation with your CRM. Contact Us See Our Modules