Follow leads and quotes through every stage
Track your leads and quotes as they move through each stage of the sales pipeline, from initial prospects to finalized projects, ensuring nothing is overlooked and you always have full visibility.
Take control of your construction business with Planyard’s all-in-one CRM, sales, cost estimating, and quoting solution. Streamline your sales pipeline to win more projects.
Free 14-day full-featured trial. No credit card required.
Get a clear, organized view of your sales pipeline and manage every opportunity with ease.
Collect client bid request in a unified pipeline
Assign the quote to the responsible estimator
Accurately estimate costs and send professional proposals
Win more projects and keep project costs under control
Track your leads and quotes as they move through each stage of the sales pipeline, from initial prospects to finalized projects, ensuring nothing is overlooked and you always have full visibility.
Easily track leads and quotes through custom stages for a clear understanding of where each opportunity stands.
Identify bottlenecks and act quickly to move leads through the pipeline, reducing delays and maximizing opportunities.
Keep management, estimators, and project managers aligned with a centralized view of pipeline progress.
Use historical data and real-time insights to refine your strategies and secure more high-value projects.
Planyard ensures every quote is tracked and followed up on, preventing missed deadlines and lost opportunities while keeping your sales pipeline moving smoothly.
Set specific deadlines for each estimate to keep your team accountable and your pipeline moving forward.
Monitor when clients need to respond, allowing you to prioritize follow-ups and close deals faster.
Never miss a deadline with notifications that keep you informed of upcoming tasks.
Deliver quotes and follow-ups promptly to build trust and maintain professionalism.
No credit card required. No sales or IT support needed.
Planyard gives you full visibility into project profitability, allowing you to track costs, margins, and client prices in real time, so you can focus on winning the most profitable projects and making smarter business decisions.
Analyze which types of projects generate the most profit to prioritize the ones that bring real value to your business.
Keep a close eye on profit margins throughout the estimation process to ensure every project meets your goals.
Evaluate past project data to understand which bids were successful and learn how to replicate profitable outcomes.
Submit quotes knowing they meet your profitability goals.
Keep all critical client information and quotes in one place to speed up your workflow, reduce errors, and ensure every team member has access to the same, up-to-date data.
Maintain every piece of client information – from contact details to project requirements – in a unified system accessible to your entire team.
Quickly locate and reference previous quotes to ensure consistency in pricing, reduce repetitive work, and help you craft new estimates more efficiently.
View all current, past, and pending quotes at a glance, so you can quickly decide which opportunities need immediate attention.
Provide decision-makers with a clear overview of client pipelines and quote statuses, enabling informed strategic planning and resource allocation.
Enjoy flexible pricing, comprehensive tools, and a seamless transition as your construction projects and teams expand.
For small builders
For small contractors and developers
For large-scale projects
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
Read more"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
Read more"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
Read more"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."
Read moreWe've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard organizes every lead and quote in one intuitive pipeline, showing you where each prospect stands, when to follow up, and which opportunities need immediate attention. This clarity helps ensure no lead slips through the cracks.
When a bid is accepted, Planyard converts the estimate into a live project budget with one click. This seamless transition removes the need for duplicate data entry, allowing you to issue purchase orders, manage contracts, and track costs immediately.
All client information and quotes are stored in a single platform, making it easy for your entire team to access up-to-date data. You can quickly retrieve past quotes, stay on top of current proposals, and give your team a clear overview of your sales pipeline.
Yes. Planyard offers direct integrations with Xero and QuickBooks, allowing you to sync financial data, reduce manual data entry, and maintain real-time oversight of your project budgets and expenditures.
By tracking real-time costs, margins, and client prices, Planyard gives you a clear view of which projects generate the most profit. You can then focus your resources on high-value opportunities and confidently bid on jobs that align with your profitability goals.
No credit card required. No sales or IT support needed.