CRM
The new inquiry stops slipping through the cracks
A pipeline with source, estimated value, and follow-up. A lead becomes a contact, the contact becomes a brief, the brief becomes a proposal, the proposal becomes a project — without leaving this page.
In pipeline
$463k
Win rate, 30d
38%
Follow-ups due
4
Average time to close
12 days
Marion Vaughan
Website brief
Peter Sallow
Referral
Carmine Studio
The Suttons
Repeat client
Aurora Dev.
Referral
Where clients are coming from
Last 90 days
BRIEFS
The project starts before the first meeting
Send a brief on a link and get structured answers back, ready to become a contact, a proposal, and a project.
WHITFIELD STUDIO · PROJECT BRIEF
Let’s start with your project
Takes about 4 minutes. Your answers go straight to the team.
Full name
Phone
Property address
Project type
Approximate area
Expected budget
Inspiration (link or photos)
Templates by project type
Residential, commercial, renovation, consultation. Each category with questions calibrated for it. Edit whatever you like.
Becomes a CRM lead, with its source
The response automatically creates the contact and opens an opportunity in the CRM with its source, first message, and context.
Marion Vaughan
New lead · via brief
Brief → proposal with AI
Take the answers and generate a considered proposal in seconds. The scope arrives already assembled.
PROPOSALS
From first conversation to signed contract, without leaving Planno
Build the proposal from your own catalog, send a link the client opens on their phone, and see exactly when they read it, accepted it, or asked for changes.
Vaughan Residence
The Vaughans
Foundry Lane
Carmine Studio
Coast House
The Suttons
Aurora Tower
Aurora Dev.
Marlow Loft
M. Ellery
WHITFIELD STUDIO · PROPOSAL #042
Vaughan Residence
Valid through Jun 18 · The Vaughans
SCOPE
PRESETS
A standard catalog, already loaded
Fee per sq ft (residential)
per sq ft
Fee per sq ft (commercial)
per sq ft
Measured survey
per visit
Concept design 2D + 3D
per project
Construction documents
per project
Millwork detailing
per room
Permit filing
per filing
Construction administration
per visit
Exterior rendering
per image