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Founded in 2017, Plannit is a Canadian company whose mission is to improve the relationship between service entrepreneurs and their clients, as well as to add value in the day-to-day of entrepreneurs to save their valuable time and/or allow them to increase their client base.

We have developed a mobile application that has the unique feature of centralizing all customer requests that come from different external sources (i.e. phone, website, Facebook and emails), to manage them efficiently and quickly, from one single location. Our application acts as a “virtual employee” and allows our clients to automate repetitive tasks to:

No longer miss important follow-ups and reminders;

– Simplify the management of their daily operations;
– Accelerate your billing cycle;
– Acquire and retain more customers.

Feature categories include:

– Pre-qualification of customer requests to answer them quickly and efficiently;
– Automatic creation of customer accounts and tracking of all conversations and document exchanges between you and your customers;
– Management of schedules, tasks and timesheets;
– Route optimization and real-time visibility on route progression;
– Invoicing and payments with integration to your accounting system;
– Courtesy messages, recurring appointments and customer renewals.

For more information and to see how our “virtual employee” can help our clients save up to 30 hours of work per month, visit our website at or contact us at 1-833-PLANNIT.

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