Field Service CRM and Lead Management

Never lose another lead—turn more calls into jobs

Every phone call, text, email, and web inquiry—captured, organized, and followed up automatically. So you can respond faster than your competition and win 30–40% more business.

Built for pros who work in the field, not behind a desk.

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Why Field Service Pros Lose Leads

The first to respond usually wins the job

But when you're on a ladder, in a crawl space, or between jobs—responding fast feels impossible.

You know the feeling. A potential customer calls while you're mid-job. By the time you check your phone, there are three more voicemails, two texts, and a website inquiry buried in your email.

You try to call back between jobs, but now they're not picking up.

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Lost control over follow-ups

Client requests arrive from so many places, it's impossible to keep track of what needs attention

Forgotten opportunities

That promising quote from last week? It fell through the cracks because there was no reminder to follow up

Scattered conversations

Trying to piece together a client's history across texts, voicemails, emails, and notes is a nightmare

Slow response times

While you're searching for that email or listening to voicemails, your competitors are already sending quotes

Complaints from frustrated clients

"I reached out three times and never heard back" damages your reputation

Plannit's lead management system captures every client request—regardless of where it comes from—and puts it all in one central hub where you can manage, respond, and convert leads into paying customers.

No more late-night scrambles trying to remember who you need to call back.

No more lost opportunities because someone else responded faster.

That's what Plannit does.

All Your Communication Channels, One Platform

Phone Integration

Connect your phone number to Plannit and every call and message is automatically logged.

What you get:

All calls and voicemails captured in one place—even when you can't answer
Instant notifications so you can listen quickly and respond
Complete call recordings stored in each customer's file for easy reference
Faster response times that impress prospects and win more jobs

Perfect for: Solo operators who are on jobs all day and small teams who can't afford a full-time receptionist.

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Website Integration

Add Plannit's booking form or integrate your existing forms directly with our platform.

What you get:

Every quote request or job booking flows directly into Plannit
Instant alerts ensure nothing slips through the cracks
New customer records are created automatically—no manual data entry
Pre-programmed responses speed up your reply time

Perfect for: Any home service business that wants to capture more leads from their website 24/7.

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Facebook & Social Media Integration

Connect your Facebook page and other social channels to Plannit.

What you get:

All social media inquiries logged in one place
Instant notifications for every new request
Respond faster than competitors still checking multiple apps
Track which social platforms drive the most business

Perfect for: Businesses that get regular inquiries through social media.

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Email Integration

Redirect customer emails into Plannit to centralize all communication.

What you get:

One place to see all customer communications
Instant notifications so nothing gets missed
Automatic conversation threading by customer
Standardized communication workflow across your team

Perfect for: Teams that want consistency in how they communicate with leads and customers.

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SMS/Text Integration

Get a Plannit SMS number or connect your existing one.

What you get:

Two-way texting with customers directly from Plannit
Complete conversation history organized by customer
Faster approvals and payments through text
Better customer experience with their preferred communication method

Perfect for: Any home service business (texting is how most customers prefer to communicate).

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24/7 Self-Service Customer Portal

Your customers can take action anytime, anywhere—without calling you.

What customers can do:

View and approve quotes with a single click
Review appointment details and schedules
Pay invoices securely online (credit card or bank transfer)
Send messages and view conversation history
Request new jobs or renew contracts

What this means for you:

Faster quote approvals (no more phone tag)
Quicker payments (invoices get paid in days, not weeks)
Fewer interruptions (customers can get answers without calling)
Better customer experience (everything at their fingertips)

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AI-Powered Call Agent

When you're on a job and can't answer, Plannit's AI Call Agent handles calls professionally.

What it does:

Answers calls with a natural, friendly voice
Collects essential information from callers
Books appointments directly into your calendar
Takes messages and sends you instant notifications
Handles FAQs so customers get immediate answers

The result? Fewer missed opportunities, better customer experience, and more time for you to focus on billable work.

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Intelligent Chatbot for Your Website

Customers who visit your website can get instant answers—even when you're unavailable.

What it does:

Answers common customer questions 24/7
Qualifies leads by asking the right questions
Captures contact information for follow-up
Books appointments when customers are ready
Escalates complex inquiries to you with full context

The result? You capture more leads from your website without lifting a finger.

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Stop Losing Track

Manage Your Sales Pipeline Like a Pro

Getting the lead is just the beginning. The real money comes from following up consistently and moving opportunities through your sales process until they close.

Automated reminders, visual sales pipeline, and zero dropped balls.

Visual Sales Pipeline

See exactly where every opportunity stands in real-time.

What you get:

Customizable pipeline stages that match your sales process
Drag-and-drop interface to update lead status
Clear visibility into what needs attention now
Track conversion rates at each stage

Perfect for: Businesses with sales teams or multi-step sales processes (site visits, estimates, permits, approvals, etc.).

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Automated Follow-Up Reminders

Never forget a follow-up again. Plannit automatically reminds you when it's time to reach out.

What you get:

Schedule task reminders for important follow-ups
Pop-up notifications when tasks are due
Document every action in the customer file
Control activities and outcomes in one place

Turn every client opportunity into dollars with a systematic follow-up process that ensures no lead falls through the cracks.

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Why Plannit Is Different: Built for Field Service Professionals

Most CRMs are designed for office workers selling software or services over email. Plannit is purpose-built for contractors, landscapers, cleaners, HVAC pros, electricians, plumbers, and other home service professionals who work in the field.

What Makes Plannit Unique:

Omnichannel Lead Capture

Other tools make you juggle multiple apps. Plannit centralizes everything—phone, text, email, web forms, Facebook—in one place.

Mobile-First Design

Run your business from your phone while you're on job sites. Full access to customer files, communication history, and scheduling—all in your pocket.

Two-Way Customer Experience

We don't just help you manage leads. We give your customers tools to interact with you on their terms: book appointments, approve quotes, pay invoices—all online, 24/7.

Speed Wins

Our instant notifications and centralized system ensure you respond faster than competitors still checking five different apps.

Built-In Intelligence

AI agents and chatbots work for you around the clock, capturing leads and answering questions when you're busy.

Real Results for Field Service Businesses

When you centralize lead management and speed up your response times, the results speak for themselves:

Respond to leads in minutes instead of hours or days

Never forget a follow-up with automated reminders

Close more jobs by systematically moving leads through your pipeline

Impress customers with instant responses and 24/7 convenience

Get paid faster with online quote approvals and invoice payments

Stop losing revenue to missed calls and forgotten opportunities

AI Call Agent – Never miss a call again with intelligent call handling

Customer Portal Software – Give customers 24/7 access to quotes, invoices, and booking

Call Tracking Software – Capture and track every phone lead

Online Booking Software – Let customers book appointments directly from your website

Field Service CRM – Complete customer histories and communication in one place

SMS for Home Services – Text with customers the way they prefer

Smart Phone Bot – Automate customer communication intelligently

Start Winning More Jobs Today

Your competitors are already losing leads to slow response times and disorganized follow-ups. Don't let that be you.

With Plannit, you'll capture every lead, respond faster, follow up consistently, and give customers the modern experience they expect.

Get started free—no credit card required.

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