Every call. Automatically recorded.

Never miss a message, a lead or a callback again.

Plannit's AI Call Agent answers instantly, summarizes every call, captures every detail and automatically creates contacts in your Plannit CRM - 24/7.

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The problem: a missed call = a lost job

When you're on a job site, on the road or running from task to task, some calls go unnoticed.

Voicemails pile up.

Callbacks get lost.

Opportunities disappear.

Your business deserves better than voicemail chaos.

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Discover Plannit's AI Call Agent

 

Your 24/7 telephone assistant who makes sure nothing slips trough the cracks.

Plannit's AI Call Agent:

  • Answers immediately, even after business hours
  • Takes clear messages and  captures customer information
  • Automatically summarizes each call in a few easy-to-read lines
  • Records all calls in your Plannit CRM
  • Automatically creates new contacts when needed
  • Logs each calls to the right customer file
  • Shows who needs a callback
  • Automatically updates your call dashboard

No more mailboxes piling up.

No more scattered notes.

Just total clarity - on every call.

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What you get with Plannit's AI Call Agent

✓ Every call picked up, 24/7

Professional response, at any hour.

✓ Every call automatically summarized

Clear, concise summaries that tell you exactly what the customer wanted - no need to listen to voicemail.

✓ Automatic contact creation

New customers are automatically added to your CRM, without manual entry.

✓ Messages and details saved in the right place

Everything appears directly in the right customer file.

✓ A dashboard that shows exactly who to call back

A clear, orderly list you simply can't miss.

✓ No complex settings

Works the moment you turn it on - simple, reliable, seamless.

✓ Designed for real service pros

A real solution to a real problem: missed calls are expensive.

 

The call dashboard

Your command center for all your telephone follow-ups.

See at a glance :

  • Recent calls
  • Missed calls
  • Call summaries
  • Newly created contact
  • Incoming customer requests
  • Your callback list

Clarity → Control → Confidence.

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Why Plannit's AI Call Agent stands out from the crowd

Plannit doesn't build technology for technology's sake. It's a system designed for the pros, built for the field, and connected to everything else in your business.

Plannit already brings together your customers, your team and your payments. AI Call Agent completes that system, capturing every opportunity as it happens.

One system. One team. Zero information lost.

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How it works

  1. Activate the AI Call Agent in Plannit
  2. Add your greeting
  3. The agent answers your calls automatically
  4. Summaries and new contacts are created automatically
  5. Follow-ups appear in your call dashboard

Set it up once. Never worry about missed calls again.

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Never miss a call again

Try Plannit's AI Call Agent today - and capture every opportunity automatically.

 

Get started for free