Sixteen purpose-built modules. Native integrations between every one. Overview, full module catalog, features and capabilities — unified on one page.
Every module is included on every plan. Each one is built to work natively with the others — same data, same rules, same workspace.
A personalized dashboard giving you a clear overview of your business.
Capture, track and manage leads from all sources in one place.
Manage customer profiles, history, documents and all interactions.
Create professional quotes quickly with accurate pricing and labels.
Generate invoices, track payments and manage billing with ease.
Create agreements and collect digital signatures securely.
Manage online requests, quote requests and form submissions in one place.
Manage claims, track status and resolve customer issues efficiently.
Accept payments, track transactions and manage financials securely.
Create campaigns, automate emails and track customer engagement.
Manage social accounts, run ads and track performance from one dashboard.
Make and receive calls, record conversations and improve customer service.
Notify customers from each step and track projects in real-time.
Add team members and manage roles and permissions easily.
Full accounting management with reports, expenses and more.
Customers can access, pay, view and sign their projects anytime.
Every form fill, missed call, ad click, and referral lands in one inbox — auto-scored, auto-assigned, and ready to work in seconds.
Kanban or list. Drag deals between stages, or let ByPlan move them automatically as quotes get signed and deposits land.
ByPlan AI is trained on every quote you've sent, every project you've built, and every conversation you've had. It speaks like your best rep.
Plan a project once. ByPlan tracks every phase, materials order, and crew assignment — and tells you the second something slips.
Branded, beautiful, and built for the people you're building for. Quotes, designs, invoices, service requests — all in one private space.
Branded PDFs, e-signature, deposit collection — done in one flow. ByPlan chases the rest.
Tickets, dispatch, SLA tracking, and parts — purpose-built for the long tail of every project you finish.
Roles, permissions, schedules, performance — manage your office and your field crew in one place.
One unified data layer means every report — revenue, win rate, source attribution, crew productivity — comes from the same source.
Inbound and outbound calling, native to ByPlan. AI transcribes, summarizes, and updates the lead — before you hang up.
Run Google, Meta, LSA, Angi and TikTok from inside ByPlan. AI reallocates budget daily based on what actually closes — not what gets clicks.
Generate, send, sign, and collect deposits on a phone. ESIGN compliant, audit-logged, tamper-evident. Build a real moat with contracts that don't sit unsigned.
Flat per-seat pricing. All ten modules included on every plan. No "AI add-ons", no "integration fees". Annual billing saves 20%.
A 30-minute live tour. We'll show you the modules that matter for your trade, with your data — not a generic demo.