Planica is a business platform designed for sales and maintenance companies, combining end-to-end sales, customer, maintenance planning, and product and inventory management in one place. Manage your field instantly with the mobile app, never miss a job with push notifications, and easily manage the entire operation from the web or tablet.
What Does It Offer?
Sales Management: Regularly track the sales process from quote to collection.
Customer Management (CRM): Customer cards, contact information, and transaction history all on one screen.
Maintenance Planning & Tracking: Periodic maintenance plans, session records, and automatic reminders.
Product & Inventory Management: Product cards, minimum stock alerts, and transaction history.
Service Management: Fault/service records, status tracking, and field notes.
Push Notifications: Alerts for upcoming maintenance, collections, and status changes.
Quick Communication: Initiate WhatsApp or phone calls from the app, and view location maps (on supported devices).
Why Planica?
Saves Time: Say goodbye to messy Excel spreadsheets and notebooks.
Increases Revenue: Prevents missed maintenance and services, boosting customer satisfaction.
Single Platform: Access from anywhere with mobile, web, and tablet compatibility.
With Planica, consolidate your entire workflow, from sales and service to maintenance and inventory, in a single system; accelerate your team and delight your customers.