Plannit Overview

Plannit is a versatile Customer Communications Management (CCM) software that helps businesses optimize customer engagement through a unified, multichannel communication platform. Designed to handle both transactional and promotional communications, Plannit allows businesses to create personalized content and deliver it via email, SMS, social media, and more. This software simplifies the creation and distribution of messages, automating the process to ensure timely, relevant communication with customers. Plannit also includes features such as real-time tracking, analytics, and reporting to monitor the effectiveness of communications and fine-tune strategies. By integrating with existing CRM and marketing systems, Plannit ensures that businesses can maintain a 360-degree view of their customer interactions. With customizable templates, segmentation tools, and campaign scheduling, businesses can tailor their messages to specific customer groups based on behavior, preferences, or location. The platform helps businesses improve customer retention, drive engagement, and create seamless experiences across all touchpoints, enhancing overall customer satisfaction and loyalty.

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Contact Details

  • Vendor Name Plannit
  • Founded
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Construction, Environmental Services, Individual & Family Services

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Plannit Features

  • Arrow Icon Automated Scheduling
  • Arrow Icon Appointment Management
  • Arrow Icon Customer Database
  • Arrow Icon Credit Card Processing
  • Arrow Icon Client Portal
  • Arrow Icon Electronic Payments
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Recurring Appointments
  • Arrow Icon Client Management
  • Arrow Icon Online Payments
  • Arrow Icon Calendar Management
  • Arrow Icon Multi-Location
  • Arrow Icon SMS Messaging
  • Arrow Icon Group Scheduling
  • Arrow Icon Online Booking
  • Arrow Icon Website Integration
  • Arrow Icon Availability Management
  • Arrow Icon Mobile Access
  • Arrow Icon Booking Management
  • Arrow Icon Email Management
  • Arrow Icon Routing
  • Arrow Icon Online Time Clock
  • Arrow Icon Dispatch Management
  • Arrow Icon Service History
  • Arrow Icon Customizable Forms
  • Arrow Icon Contract/License Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Payment Collection
  • Arrow Icon Real Time Data
  • Arrow Icon Electronic Signature
  • Arrow Icon Work Order Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Scheduling
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Inventory Management
  • Arrow Icon Activity Tracking
  • Arrow Icon CRM
  • Arrow Icon Accounting Integration
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon File Storage
  • Arrow Icon Contact Database
  • Arrow Icon Mobile Access
  • Arrow Icon GPS
  • Arrow Icon Calendar Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Work Order Management
  • Arrow Icon Photos/Images
  • Arrow Icon Mobile Access
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Dashboard
  • Arrow Icon Dispatch Management
  • Arrow Icon GPS
  • Arrow Icon Electronic Signature
  • Arrow Icon Job Management
  • Arrow Icon Job Scheduling
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Electronic Payments
  • Arrow Icon Calendar Management
  • Arrow Icon CRM
  • Arrow Icon Risk Assessment
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Scheduling
  • Arrow Icon Dispatch Management
  • Arrow Icon Mobile Access
  • Arrow Icon Online Booking
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Email Management
  • Arrow Icon Work Order Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Electronic Payments
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Management
  • Arrow Icon Reminders
  • Arrow Icon GPS
  • Arrow Icon For Carpet Cleaners
  • Arrow Icon Template Management
  • Arrow Icon Workflow Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon CRM
  • Arrow Icon Interaction Tracking
  • Arrow Icon Content Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon On-Demand Communications
  • Arrow Icon Personalization
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Interactive Content
  • Arrow Icon Video Support
  • Arrow Icon Customer Database
  • Arrow Icon Chat/Messaging
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Batch Communications
  • Arrow Icon Customer History
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Feedback Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Scheduling
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Management
  • Arrow Icon Equipment Tracking
  • Arrow Icon QuickBooks Integration
  • Arrow Icon Warranty Tracking
  • Arrow Icon Job Costing
  • Arrow Icon Dispatch Management
  • Arrow Icon Inventory Management
  • Arrow Icon Technician Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Real-Time Data
  • Arrow Icon Customer Database
  • Arrow Icon Job Scheduling
  • Arrow Icon Timesheet Management
  • Arrow Icon Dispatch Management
  • Arrow Icon Invoice Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Calendar Management
  • Arrow Icon Job Tracking
  • Arrow Icon Calendar Sync
  • Arrow Icon Payment Processing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Mobile Access
  • Arrow Icon QuickBooks Integration
  • Arrow Icon GPS
  • Arrow Icon Service History
  • Arrow Icon Calendar Management
  • Arrow Icon Job Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Electronic Payments
  • Arrow Icon Inventory Management
  • Arrow Icon Task Scheduling
  • Arrow Icon Customer History
  • Arrow Icon Technician Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Inventory Control
  • Arrow Icon Location Tracking
  • Arrow Icon Customer Database
  • Arrow Icon Routing
  • Arrow Icon Real-Time Updates
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon Time Tracking
  • Arrow Icon Groundskeeping Management
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Dispatch Management
  • Arrow Icon Routing
  • Arrow Icon Contract/License Management
  • Arrow Icon Work Order Management
  • Arrow Icon Employee Management
  • Arrow Icon Job Management
  • Arrow Icon Calendar Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Activity Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Mobile Access
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon Landscape Design
  • Arrow Icon Payroll Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Employee Management
  • Arrow Icon Scheduling
  • Arrow Icon Time Tracking
  • Arrow Icon Equipment Management
  • Arrow Icon Dispatch Management
  • Arrow Icon Mobile Access
  • Arrow Icon Service History
  • Arrow Icon Contract/License Management
  • Arrow Icon Routing
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Work Order Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Recurring Appointments
  • Arrow Icon Billing & Invoicing
  • Arrow Icon SMS Messaging
  • Arrow Icon Automated Scheduling
  • Arrow Icon GPS
  • Arrow Icon Electronic Payments
  • Arrow Icon Mobile Access
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Dispatch Management
  • Arrow Icon Service History
  • Arrow Icon Calendar Management
  • Arrow Icon Time Tracking
  • Arrow Icon Routing
  • Arrow Icon Work Order Management
  • Arrow Icon Reminders
  • Arrow Icon Online Booking
  • Arrow Icon Multi-Location
  • Arrow Icon Fleet Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Pest Activity Tracking
  • Arrow Icon Routing
  • Arrow Icon Electronic Signature
  • Arrow Icon Technician Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Database
  • Arrow Icon Calendar Management
  • Arrow Icon Dispatch Management
  • Arrow Icon Job Scheduling
  • Arrow Icon Pesticide Usage Tracking
  • Arrow Icon Customer History
  • Arrow Icon Work Order Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating
  • Arrow Icon Commercial
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Scheduling
  • Arrow Icon Inspection Management
  • Arrow Icon Work Order Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Aerial Measurement
  • Arrow Icon CRM
  • Arrow Icon Dispatch Management
  • Arrow Icon Photo Capture
  • Arrow Icon Delivery Tracking
  • Arrow Icon Live Driver Tracking
  • Arrow Icon Voice Recognition
  • Arrow Icon Fuel Tracking
  • Arrow Icon Territory Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Real-Time Monitoring
  • Arrow Icon SMS Messaging
  • Arrow Icon Scheduling
  • Arrow Icon Mobile Access
  • Arrow Icon GPS
  • Arrow Icon Status Tracking
  • Arrow Icon Real-time Scheduling
  • Arrow Icon Online Booking
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Availability Management
  • Arrow Icon Group Scheduling
  • Arrow Icon Automated Scheduling
  • Arrow Icon Multi-Location
  • Arrow Icon Self Service Portal
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Timesheet Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Room Booking
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Calendar Sync
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Mobile Access
  • Arrow Icon Reminders
  • Arrow Icon Booking Management
  • Arrow Icon Task Scheduling
  • Arrow Icon Customer Database
  • Arrow Icon Real-Time Updates
  • Arrow Icon Job Management
  • Arrow Icon Work Order Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Self Service Portal
  • Arrow Icon GPS
  • Arrow Icon Routing
  • Arrow Icon Real-Time Data
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Mobile Access
  • Arrow Icon Accounting Integration
  • Arrow Icon Calendar Management
  • Arrow Icon Technician Management
  • Arrow Icon Inventory Control
  • Arrow Icon Contract/License Management
  • Arrow Icon Service History
  • Arrow Icon Contract/License Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Job Tracking
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Recurring Appointments
  • Arrow Icon Document Management
  • Arrow Icon Calendar Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Mobile Access
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Dispatch Management
  • Arrow Icon Preventive Maintenance
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Inventory Management
  • Arrow Icon Technician Management

Plannit Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Free plan

$0 Per Month

Plannit FAQs

Plannit is a versatile Customer Communications Management (CCM) software that helps businesses optimize customer engagement through a unified, multichannel communication platform. Designed to handle both transactional and promotional communications, Plannit allows businesses to create personalized content and deliver it via email, SMS, social media, and more. This software simplifies the creation and distribution of messages, automating the process to ensure timely, relevant communication with customers. Plannit also includes features such as real-time tracking, analytics, and reporting to monitor the effectiveness of communications and fine-tune strategies. By integrating with existing CRM and marketing systems, Plannit ensures that businesses can maintain a 360-degree view of their customer interactions. With customizable templates, segmentation tools, and campaign scheduling, businesses can tailor their messages to specific customer groups based on behavior, preferences, or location. The platform helps businesses improve customer retention, drive engagement, and create seamless experiences across all touchpoints, enhancing overall customer satisfaction and loyalty.

  • Yes, Plannit offers a free version.

  • Yes, Plannit offers a free trial.

  • No, Credit Card details are not required for the Plannit trial.

  • Plannit offers the following pricing plans & packages:

    Free plan

    $0 Per Month

  • Plannit supports the following payment frequencies:

    • Monthly Subscription

  • No, Plannit does not offer an API.

  • Plannit offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Plannit offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Plannit supports the following languages:
    • English

  • Following are the typical users of the Plannit:
    • Self-Employed , Small-Business , Midsize-Business

  • Plannit supports the following deployment:
    • Cloud Hosted

  • Plannit supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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