How to Get Panter CRM: A Step-by-Step Guide with FAQs and Table

Unlock Your Business Potential with Panter CRM

Welcome, entrepreneurs and business owners who seek to streamline their workflow and grow their business! In this article, we will guide you on how to get Panter CRM, a comprehensive and user-friendly customer relationship management software that can help you manage your sales, marketing, and customer service effectively.

With Panter CRM, you can:

  • Track leads and sales.
  • Create and schedule marketing campaigns.
  • Manage customer inquiries and support tickets.
  • Generate insightful reports.
  • And more!

Here’s how you can get started with Panter CRM:

Step 1: Choose the Right Plan for Your Business

Panter CRM offers three pricing plans: Starter, Professional, and Enterprise. Choose the one that suits your business needs and budget. The Starter plan is ideal for solopreneurs or small businesses with basic CRM needs. The Professional plan offers more features and users, while the Enterprise plan is suitable for larger businesses with advanced customization and integration options.

Here are the features included in each plan:

Plan Price Features
Starter $9 per user per month
  • Contact management
  • Deal management
  • Email integrations
Professional $19 per user per month
  • Marketing automation
  • Support ticketing
  • Custom fields and workflows
Enterprise Contact sales for pricing
  • Customizable dashboards
  • Developer API
  • Advanced security

Step 2: Sign Up for a Free Trial

Panter CRM offers a free 14-day trial for all plans. Simply go to their website and fill out the registration form. You will need to provide your name, email, and business information. Once you submit the form, you will receive an email with instructions on how to access your account.

Step 3: Set Up Your Account and Customize Your Dashboard

After logging in, you will be prompted to create your first workspace. A workspace is where you can organize your leads, contacts, deals, and campaigns. You can create multiple workspaces for different teams or departments.

Next, customize your dashboard by adding the widgets that matter to you. You can choose from various widgets such as lead funnel, deal pipeline, task list, calendar, and more.

Step 4: Import Your Data or Start Fresh

If you have existing data from another CRM system or a spreadsheet, you can import it to Panter CRM. Panter CRM supports CSV, XLS, and VCF file formats. Simply go to the Import section and follow the instructions.

If you want to start fresh, you can manually add your contacts, deals, and tasks to Panter CRM. You can also set up your email integrations to sync your incoming and outgoing emails with your CRM.

Step 5: Explore the Features and Get Help from Panter CRM Support

Now that you have set up your Panter CRM account, it’s time to explore the features and functionalities. Panter CRM offers a user-friendly interface and intuitive navigation. You can easily create and manage your deals, tasks, campaigns, and support tickets.

If you encounter any issues or have questions, you can reach out to Panter CRM support through their website or email. They offer 24/7 support for all plans.

Frequently Asked Questions About Getting Panter CRM

Q: Can I cancel my Panter CRM subscription at any time?

A: Yes, you can cancel your subscription anytime. Your account will be downgraded to the free plan, and you will lose access to the features that are exclusive to the paid plans.

Q: Can I switch from one plan to another?

A: Yes, you can upgrade or downgrade your plan anytime. Your new plan will take effect on the next billing cycle.

Q: Does Panter CRM offer a mobile app?

A: Yes, Panter CRM has a mobile app for iOS and Android devices. You can download it from the App Store or Google Play.

Q: Is my data safe with Panter CRM?

A: Yes, Panter CRM takes security and data privacy seriously. They use SSL encryption, two-factor authentication, and regular backups to protect your data. They also comply with GDPR and CCPA regulations.

Q: Can I customize my workspace and dashboard?

A: Yes, you can customize your workspace and dashboard to suit your business needs. You can add custom fields, labels, and stages to your deals and tasks. You can also rearrange and resize your widgets on your dashboard.

Q: Does Panter CRM integrate with other apps?

A: Yes, Panter CRM integrates with various apps such as Gmail, Outlook, Mailchimp, Zapier, and more. You can connect your Panter CRM account with these apps to automate your workflows.

Q: Can I collaborate with my team on Panter CRM?

A: Yes, you can invite your team members to your workspace and assign them roles and permissions. You can also collaborate on deals, tasks, and support tickets.

Q: Is there a limit to the number of contacts and deals I can have in Panter CRM?

A: No, there is no limit to the number of contacts and deals you can have in Panter CRM. However, the more data you have, the slower your account may perform. Panter CRM recommends cleaning up your data regularly to optimize your account.

Q: Can I schedule and send emails from Panter CRM?

A: Yes, you can create and schedule emails from Panter CRM. You can also track the open and click rates of your emails.

Q: Can I generate reports in Panter CRM?

A: Yes, you can generate various reports such as sales pipeline, revenue forecast, activity summary, and more. You can also export your reports to CSV or PDF.

Q: Is there a limit to the number of users I can have in Panter CRM?

A: No, there is no limit to the number of users you can have in Panter CRM. However, each plan has a different pricing per user per month.

Q: Can I try Panter CRM before buying?

A: Yes, Panter CRM offers a free 14-day trial for all plans. You can sign up on their website and start exploring the features.

Q: Does Panter CRM offer training and resources?

A: Yes, Panter CRM offers training videos, webinars, and documentation to help you learn and use their software effectively. They also have a blog and a community forum where you can connect with other users.

Q: Can I use Panter CRM for my nonprofit organization?

A: Yes, Panter CRM offers a 50% discount for nonprofit organizations. Contact their sales team for more information.

Q: Is Panter CRM available in other languages?

A: Yes, Panter CRM is available in multiple languages such as English, Spanish, French, German, Portuguese, and more. You can change your language preference in your account settings.

Conclusion: Get Panter CRM and Boost Your Business Efficiency

Congratulations! You have learned how to get Panter CRM and make the most out of its features. By using Panter CRM, you can streamline your workflow, save time and resources, and grow your business faster.

We encourage you to sign up for a free trial and experience the power of Panter CRM firsthand. If you have any questions or feedback, don’t hesitate to contact us or Panter CRM support. Let’s elevate your business to the next level with Panter CRM!


The information provided in this article is for educational purposes only. The author and the publisher do not guarantee the accuracy, applicability, or completeness of this information. The reader assumes all risks and responsibilities for their actions. Panter CRM is a registered trademark of Panter LLC. The author and the publisher are not affiliated with Panter LLC, and the views expressed in this article are solely those of the author.

How to Get Panter CRM: A Step-by-Step Guide with FAQs and Table

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