Complete customer histories at your fingertips—from the office, the field, or on the road. Everything your team needs to deliver professional service, without the paperwork chaos.
✓ Free forever plan ✓ No credit card required ✓ Setup in minutes
Stop Scrambling for Customer Files
Customer details on sticky notes. Job history buried in email. Special instructions living only in your head.
When information is scattered, opportunities slip through the cracks.
You forget what you quoted them last year. You can't find that conversation about their property. You look disorganized in front of customers—and it costs you repeat business.
Everything About Every Customer—In One Place
Complete Customer Profiles
See contact details, property info, service history, and special instructions instantly. No more hunting through files or trying to remember details.
Full Job History
Every quote, job, and invoice in one timeline. Know exactly what you did, when you did it, and how much you charged—with photos and notes attached.
All Communications Together
Email, text, and phone call logs organized by customer. Your whole team sees the same conversation history, no matter the channel.
Access from Anywhere
Mobile apps for iOS and Android. Your field crews get the details they need without calling the office.
Built for Field Work, Not Office Work
Most CRMs are designed for corporate sales teams. Plannit is purpose-built for contractors, landscapers, cleaners, and other home service pros who work in the field.
What makes Plannit different:
Property-focused – Track multiple locations per customer with site-specific details
Job-centric – Customer relationships built around completed work, not abstract "pipelines"
Mobile-first – Give field crews what they need without the clutter
Simple pricing – Complete system, one price. No expensive add-ons for basic features
Everything You Need to Manage Customers
Customer Profiles
Unlimited contacts and properties
Custom fields for your business
Tags, categories, and filters
Notes and file attachments
Multiple billing contacts
Job & Service History
Complete timeline of all work
Quotes, jobs, and invoices linked
Service contracts and schedules
Photos and documentation
Payment history and balances
Communication Tracking
Email threads by customer
Two-way text messaging
Call logs and recordings
Automated notifications
Complete conversation history
Team Collaboration
Mobile app for field crews
User permissions and access
Activity logs and audit trails
Internal notes and alerts
Customer Portal (Paid plans)
24/7 self-service access
Online quote approvals
Invoice payments
Job requests and booking
Organization & Search
Advanced search and filters
Quick preview panel
Custom views and sorting
Bulk actions
Import/export tools
Works with Your Whole Business
Your CRM connects to everything else in Plannit:
Scheduling & dispatching
Quoting & estimates
Invoicing & payments
Time tracking
Route planning
Plus integrations with:
QuickBooks Online
Website contact forms
Phone and text systems
Social media inquiries
One update, everywhere it matters.
"Before Plannit, customer information was everywhere. Now I can pull up anyone's complete history in seconds—even on a job site. It's made us so much more professional."
— Marc L., Landscaping Business Owner, Quebec
Results field service businesses see:
30-40% more leads converted
Zero forgotten follow-ups
Complete histories accessible anywhere
Professional image that wins repeat business
Stop Losing Track of Customer Details
Get organized, look professional, and win more repeat business.
Complete customer management for field service pros.
