📞 Contractor CRM · South Africa

Contractor CRM South Africa — Never Let a Lead Go Cold

Most trade contractors lose 30-40% of potential jobs simply by not following up fast enough. A lead calls, you're on site, you mean to call back — and by the time you do, they've already booked someone else. PlanMyCrew's contractor CRM makes sure that never happens.

60s
Quote from site
Zero
Lost leads
Auto
Follow-up reminders
30
Day free trial
📞 Lead Pipeline — Live
Live
📞
New Lead — Geysers replacement
Cape Town · Received 5 min ago
New
📋
Quote Sent — R4,200
Sandton · Awaiting approval · 2h ago
Pending
Quote Accepted — R6,800
Durban · Convert to job
Won
💰
Invoice Paid — R3,400
Pretoria · Job complete
Paid

PlanMyCrew includes a contractor CRM built for South African trade contractors that tracks leads, sends quotes in under 60 seconds, and converts accepted quotes into scheduled jobs automatically — without switching between systems.

60s
Quote from site
Zero
Lost leads
Auto
Follow-up reminders
Free
Plan available

Contractor CRM Software Built for South African Trades

PlanMyCrew CRM showing quotes and invoices linked to a customer job with status tracking from draft to paid
Customer job history — all quotes, invoices and job records linked per client.

Most trade contractors lose 30-40% of potential jobs simply by not following up fast enough. A lead calls, you're on site, you mean to call back — and by the time you do, they've already booked someone else. PlanMyCrew's contractor CRM makes sure that never happens.

👤 CRM — Customer Profile
PlanMyCrew CRM showing customer lead profile with WhatsApp integration, communication history and follow-up schedule

Capture every lead, send a professional quote from site in 60 seconds and track where every potential job is in your pipeline. From first call to final invoice — PlanMyCrew handles the front end of your business as well as the field operations.

Trusted by SA Contractors

★★★★★

“GPS attendance alone has saved me over R14,000 in fraudulent fuel claims this year. My crew knows they can’t ghost jobs anymore.”

JO
Johan Olivier
Electrical Contractor · Digicall Panel · Cape Town
★★★★★

“Digicall jobs just appear in my dashboard — no more typing job numbers at 11pm. My admin time has dropped by 80%.”

SN
Sipho Nkosi
Plumbing Contractor · OUTsurance Panel · Johannesburg
★★★★★

“We’ve never missed an SLA deadline since switching to PlanMyCrew. Our panel score has improved dramatically.”

LB
Linda Bezuidenhout
Roofing Contractor · Santam Panel · Durban

Common Questions

Yes. Generate professional quotes on your phone while standing in front of the client. Select services, add materials, set your price and send — takes 60 seconds.
Yes. Log lead source (referral, Google, panel, repeat client) and track conversion rates per source. Know which marketing is actually working for your business.
Yes — they're built together. When a quote is accepted, convert it to a job with one tap. All client details, job description and agreed price carry across automatically.
Yes. Set automatic reminders to follow up on sent quotes. Never let a lead go cold because you forgot to call back.

Stop Losing Jobs to Slow Follow-Ups.

Track every lead, quote in 60 seconds and convert more calls into paying jobs. Start free today.