Sales pipeline Every quote, from sent to paid, on one board
One board. Every job on track.
Twelve quotes out, three waiting on you, two ready to schedule. Plannit puts every one on a single board, flags the ones going cold and sends the follow-up in one tap.
14-day free trial. No credit card required.
- Set up in under 15 minutes
- Stages you define
- Follow-up reminders built in
How it works
Three steps to never lose track of a job
Name your stages
Inquiry, Quoted, Approved, Scheduled, Done, Paid. Or whatever matches your process.
Move jobs forward
When a customer approves a quote, the card moves on its own. Everything else is a drag. Plannit updates the status and the customer record.
Follow up before it goes cold
Get reminded about quotes that haven't been answered, then send the follow-up by text or email in one tap.
- Every inquiry, by phone or online, becomes a card
- Group by stage or by crew
- Notes, quote and customer file one tap away
One board, start to finish
From first call to paid invoice, on the same board
The pipeline doesn't stop when the quote is signed. It follows the job all the way to payment.
Sales: win the job first
Every inquiry, by phone or online, is recorded and appears as a card. You see who's waiting on a quote, who's waiting on you, and who went quiet. The first contractor to follow up usually wins.
Execution: run jobs your way
Choose which statuses show. Group cards by crew or by stage and watch the day move.
Payment: nothing slips through
Done but not invoiced. Invoiced but not paid. Two columns that used to live in a spreadsheet, now impossible to miss.
Drag and drop
Move a card and the status changes, the notification goes out and the record updates.
Monday morning
Twelve open quotes. Two very different Mondays.
- Scroll to find who hasn't answered
- Dig through texts to see who approved
- Discover two were approved last week
- Call a customer who already hired someone else
- Add yet another column called “follow up?”
- Three cards flagged: no answer in 5 days
- Approvals land on the card, not in your texts
- Two cards already in Approved, deposits received
- Follow-up sent on day 3, before they shopped around
- Three follow-ups sent, one tap each
By crew
Same board, sorted by who does the work
Group cards by crew to see what each team has quoted, scheduled and finished. Show only the statuses you use, so the board matches the way you plan.
- Group by stage or by crew
- Show only the statuses you use
- Cards open the job, the quote and the customer
“The professionalism the system projects gives our business extra credibility. Our customer service is close to perfect.”
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can I set my own pipeline stages?
Yes. Name your stages to match how you sell and deliver, for sales or for the job cycle, and choose which statuses show on the board.
Does the pipeline cover more than sales?
Yes. Sales, execution and payment run on the same board, so every job is tracked from the first inquiry to the paid invoice.
How do follow-up reminders work?
Can I group cards by crew?
Yes. Group by crew to see each team's quoted, scheduled and completed jobs side by side.
Do customer approvals update the board automatically?
Is the pipeline included in every plan?
Yes. The sales pipeline, quotes and invoicing are on every plan, from the first day of the free trial.