SolutionsSolutionsSales team
Turn every lead into a clear next step and every win into a smooth handover. Manage leads, follow-ups, offers, and customer relationships in one connected workflow. No more scattered spreadsheets, forgotten follow-ups, or deals disappearing between sales and delivery.
Never lose track of a lead
Keep every opportunity, contact, conversation, and next step organized in one place.
See your entire pipeline
Know which deals are moving, which need attention, and what's likely to close next.
From deal to delivery
Turn won opportunities into real projects without losing information during handover.
Profit
Profit rate 7%
+4Compared to last monthEverything in one place.
PlanMee serves every role on your team — from the office to the job site.
Lead and pipeline management
Manage every lead through a clear sales process — from first contact to closed deal.
Visual overview of leads and opportunities- Clear sales stages and deal status
- Assign ownership to every opportunity
Follow-ups
Know exactly who needs attention and what needs to happen next.
- Plan calls, meetings, and follow-ups
- Create tasks directly from sales activity
- Keep responsibilities and deadlines clear
Deal value & sales visibility
Understand the value behind your pipeline instead of relying on gut feeling.
- Track expected deal value
- See active and won opportunities
- Focus attention where it matters most
Contact management
Keep the information your sales team needs accessible in one place.
- Customer and contact details
- Opportunities connected to customers
- Clear ownership across the sales team
KPIs & reporting
Get a clear picture of sales activity and performance without building another spreadsheet.
- Pipeline overview
- Deal and opportunity values
- Data ready for management reporting
...and much more
AI assistant
Generate reports, summaries and project updates instantly.
Documents
Keep contracts, drawings and specifications together.
Reports
Instant reporting for jobs, meetings and audits, with attachments included.
Invoices
Create and send invoices straight from project data, without re-entering numbers.
Employees
One database of workers, hourly rates and contracts, always up to date.
Clients
Every client, order and conversation in one place — nothing lost between handoffs.
Attendance
See who checked in, where, and for how long — without chasing timesheets.
Calendar
All deadlines, site visits and meetings on one shared timeline.
Tickets
Log and resolve issues from the field without a separate tool.
What challenges are you tackling right now?
Select your priority areas and PlanMee will recommend your optimal setup.
Still looking for an answer?
Tell us how your company runs today and we will tell you honestly whether Planmee fits.
[email protected] Ready to replace spreadsheet chaos with one unified system?
Create your first project in minutes and see how Planmee brings your projects, team and budget together.
