AI CRM Every customer, every job, one record
Every customer. Every detail. Always at hand.
Gate codes, past quotes, unpaid balances and the note about the dog, all on one record your whole crew opens from their phone. No more calls to the office. No more guessing at the door.
14-day free trial. No credit card required.
- Set up in under 15 minutes
- iOS, Android and desktop
- Free onboarding
(514) 555-0120Mobile
mark.dubois@example.comPersonal
9200 boulevard Métropolitain E, Montréal QC H1J 1K7Main
Invoice 0009 paid online — $2,770.90Oct 1
Work order 0009 completed by Samir H.Sep 20
Quote 0009 accepted in the client portalSep 14
Where your customer info lives today
Five places to look, or one
- Scroll through texts for the gate code
- Call the office for last year's price
- Guess whether the last invoice was paid
- Ask the customer what was done in May
- Scribble the new note on a receipt
- Gate code, first line on the record
- Last year's quote, on the same screen
- Balance shown, paid or not
- May visit logged, with photos
- Note typed once, the office sees it instantly
On every record
Everything about a customer, in one place
Six things that used to live in five different places.
“Better management of our teams. They have every relevant detail about the customer and the work to be done. No more paper documents.”
Customer profileContacts, addresses, property notes
Multiple contacts and properties per customer. The tenant, the owner and the property manager each get the right message.
Job historyEvery visit, quote and invoice
What was done, by whom, for how much, with photos. Your next quote starts from the last one.
Communication historyCalls, texts and emails in one thread
The whole conversation on the record, whatever channel the customer used. Calls answered by Plannit's AI land there too.
Search and tagsFind anyone in two taps
Custom tags and saved views: commercial accounts, seasonal contracts, North Shore. Sort however you want.
Team collaborationSame record, office and field
A note typed in the truck shows up on the office screen before the door closes.
Customer portalUpgrade your customer service
Customers see their own quotes, invoices and visits, then approve or pay without picking up the phone.
Connected
One record. Every step runs on it.
Update an address once and every screen already knows. Quotes, schedules, invoices and payments all read from the same customer file.
- 1QuoteStarts from the last one
Prices, options and the note about the dog pull straight from the record.
- 2ScheduleThe crew knows before the door opens
Gate code, history and photos on the phone in the truck.
- 3InvoiceNothing retyped
Same customer, same address, same balance, one tap from the work order.
- 4PaymentThe balance updates itself
Paid online or on site, posted to the record and synced to QuickBooks.
Getting started
Your customers in Plannit by this afternoon
Send us your list
A spreadsheet or an export from your old software. Messy is fine.
We import it with you
A real person maps the columns and checks the result with you.
Open the app on the truck
Every customer is there, searchable, ready for the first note.
| Contact | Labels | Street | City | Phone |
|---|---|---|---|---|
| Annie Lemieux | Seasonal | 318 rue Principale | Dorval | (514) 555-0101 |
| BHL Construction | Commercial | 9200 boul. Métropolitain E | Montréal | (514) 555-0120 |
| Boulangerie Bergeron | Commercial | 4567 rue Wellington | Verdun | (514) 555-0117 |
| Catherine Morin | — | 2875 rue Rachel E | Montréal | (514) 555-0116 |
| David Chen | — | 75 rue Saint-Paul O | Montréal | (514) 555-0109 |
| Émilie Roy | Seasonal | 1510 avenue Laurier E | Montréal | (514) 555-0122 |
Create your account
Your customers in Plannit before your next job
Enter your email to create the account. Import help from a real person is included.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can one customer have multiple contacts?
Yes. The property manager, the on-site contact and the person who pays can all sit on the same customer, each with their own notifications.
Can I customize my customer lists?
Yes. Sort and filter with custom tags and saved views, so commercial accounts or seasonal contracts are one tap away.
Can I import my existing customer list?
Yes. Our support team helps you import your data from a spreadsheet or your previous software.
Which plan includes the CRM?
Every plan. The customer portal and team features come with the higher plans.