"LANA’s CRM helps you manage customers and automate tasks. It plugs into your Job Management Software, so everything works together as one smart system."
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Manage Your Customers On Autopilot &
Automate Manual Tasks
Captures all customers
Captures all customers - never miss a lead/ customer again across all of your communication channels, website or socials
Automates
Automates customer communication - automatically responds to customers while your busy, chases quotes, sends booking reminders and gets you Google reviews so you don't have to!
Integrates
Integrates with quoting tools - no double handling or copying customers between systems. Simplify how you manage customers and reduce headaches.
Prebuilt workflows
Prebuilt workflows - we have "done for you" workflows to replace repetitive admin tasks that can do multiple tasks on autopilot saving you time on admin costs.
Never miss a lead again.
LANA captures all incoming calls, texts, emails, and
social messages in one place. Automate replies and
follow-ups using AI—so you stay on top of every
opportunity without lifting a finger.
Features:
- Central hub for all leads from social media, calls,
web enquiries, and emails - Instantly push qualified leads into your JMS as Quotes, Jobs or Projects
- Market to all your JMS customers with bulk messaging tools
Benefits:
✅ Never miss or lose a lead again!
✅ Save time on double entry & jobs straight into JMS
✅ Re-engage past customers and drive more repeat business
Keep customers in the loop and win more work.
Send updates automatically during quotes and jobs via SMS,
email, and even voice calls. Reach out to past customers to
generate repeat business with outbound email and
SMS campaigns.
Features:
- Automated 2-way SMS and email for quotes, invoices, and appointments
- Customisable messaging for residential, commercial, strata, and real estate clients
- Automated reminders for site visits, approvals, and scheduled jobs
Benefits:
✅ Save hours of admin with automated, personalised follow-ups
✅ Reduce no-shows and missed quote
✅ Conversations in LANA can be seen in the NOTES in your JMS
Quotes that close themselves.
Send quotes fast, get digital signatures, take deposits, and
trigger automated follow-ups. Fully integrated with your existing JMS prebuilds and quoting system
Features:
- Automatically follows up on pending quotes with custom SMS and email
- Creates internal tasks for high-priority quotes, keeping your team on track
- Tracks and manages multiple quotes and jobs, with smart contact person targeting (site, customer, or preferred)
Benefits:
✅ Win more work with faster, automated quote follow-ups with digital signature
✅ Eliminate missed quotes or job site confusion with automated follow ups
✅ Take deposits seamlessly and update internal teams with automation
Track every call and boost team efficiency.
Give your team a smarter phone system that logs calls,
allows shared access, and tracks communication history
so no customer gets left behind.
Features:
✅ Save time with all-in-one calling
✅ Smart call routing & IVR menus
✅ Call recording with storage
✅ Never miss leads with text-back
✅ Train better with call recordings
✅ Boost sales with instant SMS/call
✅ Work smarter with shared inbox
✅ Track results with reports
✅ Spam & caller ID protection
Get paid faster, without the awkward follow-up
With LANA, as soon as a job is marked complete in your Job Management System (JMS), we automatically send follow-up emails and SMS reminders to your customer requesting payment. These reminders can be scheduled at 7, 14, 21, 30, and up to 90 days — so you never need to chase manually.
And if you prefer, LANA can generate invoices directly within the platform. Customers receive secure payment links, making it quick and easy for them to pay online.
Features:
Automated payment reminders via email & SMS (7–90 days)
Direct invoice creation inside LANA
Secure payment links for customers
Flexible scheduling for overdue invoice follow-ups
Benefits:
✅ Faster payments without manual chasing
✅ Customers get simple, convenient ways to pay
✅ Consistent follow-up reduces overdue invoices
✅ Save admin time with automated reminders & reconciliations
Quoting
LANA tracks all quotes with customers and automates follow-ups with two-way SMS and Email messages – saving admin time.
LANA embeds digital signatures on our messages to seamlessly allow your customers to accept quotes and send deposits.
Invoices
LANA integrates with your JMS to automate invoice follow-ups, sending reminders to the right contacts. This streamlines debt collection, reduces manual effort, and ensures faster payments, improving cash flow and allowing businesses to focus on growth.
AI Receptionist
The AI Receptionist ensures that you never miss a call again. Whether an inbound call, social media message or website enquiry, your AI Receptionist gathers the customers details, sends the full transcript to your JMS and can even book site visits or jobs
Job Booking Notifications And Reminders
LANA seamlessly integrates with your JMS calendars to send 2-way SMS reminders for scheduled jobs or quote visits.
It also tracks multiple Quotes and Jobs, ensuring reminders are sent to the right contact types in your JMS, such as site contacts, customers, or preferred contacts.
PDF Work Orders
LANA Software can pull work order details from customers and clients into your JMS automatically. This saves countless hours in double handling work orders
Technician Travelling Notifications
Keep your technicians, customers, and admin team aligned with our technician travel notifications. These notifications help reduce no-shows, monitor technician movements, and ensure customers are available on-site when needed.
Automated Post Job Follow Ups
LANA automatically triggers custom follow ups from completed jobs including Google Reviews, facebook reviews & Surveys, so your staff don’t have to saving you hours in admin.
Once a review is provided you can respond and thank the customer in LANA!
LANA provides a better customer experience, by streamlining the communication process from start to finish, all from one convenient dashboard
LANA helps win more jobs
“Before our messages and leads weren’t filtered & we lost track of so many leads.
Since we started using LANA it’s been a game changer”
“I can’t credit LANA enough for how much it’s streamlined our processes. It’s made our admin and system run so much better immediately”
“I can’t credit LANA enough for how much it’s streamlined our processes. It’s made our admin and system run so much better immediately”
“I can’t credit LANA enough for how much it’s streamlined our processes. It’s made our admin and system run so much better immediately”