Centralize messages and job requests
Bring all of your communication channels together in one place
Plannit connects your Facebook Messenger, email, phone, text messages, and chatbot messages in a single, easy-to-use hub.
Never miss a new opportunity. Qualify new leads faster. Quickly prioritize new requests and follow-ups.
Use smart bots to provide information when you're unavailable
Plannit offers a chatbot for your website or Facebook page and a smart phone answering solution (a.k.a. phone bot) that can provide answers when you cannot.
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Set bots to answer FAQs, so they’re never left waiting for you
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Configure them to ask essential qualifying questions of new leads
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Allow customers to book an appointment online
Two-Way Text Messaging
Send important documents via SMS, receive and reply to text messages straight from the message center in your Plannit app. This way, you keep all customer interactions organized in one place so you never lose track of who's waiting for a reply.
On my way notifications and automated messages
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Plannit automatically prompts you to send on my way notifications
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Saved responses to frequently asked questions help you get back to your customers with a single click
Online Customer Portal
Plannit's secure customer portal brings every interaction between you and your customer in one place.
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Review and approve quotes online
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View and pay invoices
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Send a message or book an appointment
