📞 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.

No credit card required · Cancel any time · No setup fees
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

Already pricing jobs from your CRM? Use our free quoting calculator to lock in margins before you send a contractor on site.

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.

Get the Contractor Lead Tracker, Free

Simple spreadsheet to track leads, quotes and follow-ups until you go digital. Built for SA contractors.

No spam. Unsubscribe any time.

Stop Losing Jobs to Slow Follow-Ups.

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

Start your free trial