Planes
CRM · Roofing · General contracting · Other
- Still using at 12 months
- Not enough data yet. Join the panel
- Starting price
- Not published. Fill this in
- Owned by
- Not yet researched
Planes is a configurable CRM and business platform for home-services contractors. A business starts from an industry Blueprint and builds its own pipelines, stages, fields, automations, records, estimates, contracts, invoicing, scheduling, production tracking, payments, and integrations.
Add it to your stack and it counts toward the retention number on this page. Keep adding as you read. The account comes at the end, when you save. Your name is never attached to a published figure.
Fewer than five panel members have reported what they used before Planes or what they moved to after. Nothing publishes below five. Put your stack on the record and the count moves.
- Category
- CRM
- Trades
- Roofing · General contracting · Other
Not yet researched: owner, parent company, founded, funding stage, hq, starting price, price verified. Work here? Fill this in
Not yet researched.
Not yet researched.
The core product is a configurable CRM and workflow builder. AI is optional and usage-priced, and the developer page documents MCP agents that can take permissioned actions. The platform is a configurable business system, not an agent running the company on its own.
- Engineering team
- Not stated
- Months in market
- Not stated
- Public security page
- Yes
- SOC 2
- None stated
- Public API
- Read + write
- Published docs
- Yes
- Data export
- None
- Status page
- No
- Support
- No phone
- Funding stage
- Not stated
- Named leadership
- No
Checkable facts only, each dated. DIALED does not rate these. Read them and decide.
| Plan | Price | What the vendor says it includes |
|---|---|---|
| Core | $0 | Unlimited users and records, customers, properties, opportunities, jobs, workflow builder, estimates, contracts, invoices, scheduling, production, recurring services, one Blueprint, 2 GB storage, webhooks, Open API, free connectors. Customer documents are branded Powered by Planes. |
| E-sign, payments, and automations | $49/month, approximate | Published approximate paid-capability bundle. Usage-priced payments and AI may bill separately. |
| E-sign, payments, automations, and canvassing | $79/month, approximate | Published approximate paid-capability bundle. Canvassing is marked coming soon. Usage-priced payments and AI may bill separately. |
| Unlimited automations | $19/month | Unlimited triggered action runs. Core includes 50 runs a month. |
| AI credits | $10/prepaid credit pack | Vendor estimates 100 follow-ups drafted, 130 invoices sorted, or 25 full agent workflows. No auto-charge. |
Pricing page ↗ · 2026-08-11
Modules the vendor lists
- Blueprints
- Workflow builder
- Custom pipelines
- Stages
- Fields
- Automations
- Customers
- Properties
- Opportunities
- Jobs
- Estimates
- Contracts
- Invoices
- Scheduling
- Production tracking
- Recurring services
- E-sign
- Payments
- Canvassing
- Webhooks
- Open API
- MCP AI-agent actions
- QuickBooks Online connector
- Google connector
- Roofing Blueprint
- Home-organizing Blueprint
Product page ↗ · 2026-08-11
Who the vendor says it is for vendor
Home-services contractors and other field-service businesses that need a customizable CRM and process model, particularly teams unwilling to accept rigid preconfigured pipelines or per-seat pricing. Official Blueprints currently include roofing and home organizing.
Source ↗ · 2026-08-11
The pricing page states core is free with unlimited users, records, webhooks, Open API, and connectors.
Source ↗ · 2026-08-11
The first 25 companies are offered free white-glove migration and setup plus a two-year capability-price lock. This is a limited founding offer, not price protection for every buyer.
Source ↗ · 2026-08-11
The Roofing Blueprint launches with the Founding Fleet and includes free white-glove setup.
Source ↗ · 2026-08-11
The Hangar marketplace is planned. First Blueprints are being built with founding businesses, so marketplace connections and package pricing are future-facing, not active.
Source ↗ · 2026-08-11
- googleAdvertised by vendorNot stated
- quickbooks-onlineAdvertised by vendorTwo-way · customers, invoices
No verified reports on Planes yet.