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Plannit was built for home services pros.

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About Us

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    CRM for Home Service Businesses

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    Keep tabs on all of your customers and new leads so you never miss an opportunity

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    Create better customer experiences with Plannit CRM. Plannit gives you complete customer histories, including billing, communication, files, and internal notes. New items are added the moment they come in. Everything is available at your fingertips from the office, from the job site, or on the road.

    Watch our short video for an overview of Plannit CRM.

    Access all  contact information and documents associated with any of your customers, even when you're in the field.

    • Communications
    • Quotes
    • Invoices and payments
    • Jobs and visits
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    Lose the Excel files and overflowing folders. Get those customer requests out of your head and into Plannit. Plannit’s Customer Relationship Management (CRM) tool retains complete histories for everyone you’ve ever worked with and everyone who’s engaged with one of your marketing campaigns.

    • Save detailed notes on those big jobs you’re only going to do once a year
    • Send automated follow-up messages after you finish a job for a new customer
    • Add searchable tags to customers so you can easily find whatever you want to remember in the future
    • Quickly generate new contracts and invoices for repeat customers

    Bring all of your customer communication channels together

    Bring all of the ways your customers can reach you together in one app to simplify follow-up.

    • Phone calls
    • Emails
    • Texts
    • Facebook messages
    • Chatbots

    Link call histories to your customer records. Instantly pull up old invoices to resolve issues or answer customer questions. And then respond to them right in the same app. Plannit CRM keeps it simple.

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    One-of-a-kind CRM for home service businesses

    No other app gives you these kinds of CRM tools. You see everything all in one app with Plannit. Pull up job histories, respond to every type of message. Plannit’s CRM tool brings it all together for you.

    • Easily create new customer profiles
    • Tag promising leads
    • Generate smart filters to find targets for contract renewal campaigns or to introduce new services
    Filter customer lists

    We take care of the digitizing and set up for you

    Plannit offers customer service just as good as your own. We make it easy to get up and running. Plannit can help you get started in as little as 48 hours. All you have to do is:

    • Download our app
    • Take an initial 30-minute assessment call with us
    • Send us any files you need imported
    • Do a 60-minute training session

    Then you’re ready to hook new leads and bring back repeat business faster than ever.

    démarrez avec Plannit en moins de 90 minutes

    CRM software for everyone

    Great Customer Relations Management isn’t just for big corporations. They can help everyone, from solo home service businesses to multi-crew contractors, bring in and retain more customers.

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