# LANA Software
> "LANA’s CRM helps you manage customers and automate tasks. It plugs into Simpro, so everything works together as one smart system."

Canonical page: https://marketplace.simprogroup.com/apps/lana-software
Marketplace: Simpro Marketplace
Last updated: 2026-02-24
Logo: https://assets.partnerfleet.app/nv7a4pj95swpr0cdg3w3hmq8dyyt

## At a glance
- Integration Type: [AI (Artificial Intelligence)](https://marketplace.simprogroup.com/t/integration-type/ai-artificial-intelligence), [Customer Service & Experience](https://marketplace.simprogroup.com/t/integration-type/customer-service-and-experience), [Online Reviews](https://marketplace.simprogroup.com/t/integration-type/customer-service-and-experience/online-reviews), [Sales & Marketing](https://marketplace.simprogroup.com/t/integration-type/marketing), [CRM](https://marketplace.simprogroup.com/t/integration-type/marketing/crm), [Marketing Automation](https://marketplace.simprogroup.com/t/integration-type/marketing/marketing-automation), [Lead & Online Booking](https://marketplace.simprogroup.com/t/integration-type/marketing/online-booking)
- Available In: Australia, Canada, New Zealand, UK & Ireland, United States
- Pricing: LANA Software's CRM + JMS Integration(Monthly), LANA Software's CRM + JMS Integration (Annually)
- Website: [www.lanasoftware.com.au](https://www.lanasoftware.com.au)

## Call to actions
- **Get in Touch** — submit the contact form on https://marketplace.simprogroup.com/apps/lana-software
- [Learn More](https://www.lana.software/book-a-demo/)

## About
“We were missing leads, losing jobs, and spending hours on admin… until we found LANA.”“Before we started using LANA, everything felt like a mess behind the scenes. Leads were coming in from all over the place — emails, phone calls, Facebook messages — and I was constantly chasing people, double-handling jobs, and forgetting to follow up. I’d finish a full day on the tools, then spend my evenings glued to the laptop trying to catch up on admin. It wasn’t sustainable.”“Then we found LANA. It pulls all our leads into one spot and handles the back-and-forth with customers automatically. The real game-changer was the simPRO integration — now, when we update a job or schedule in simPRO, LANA fires off all the right messages without us having to lift a finger. Quotes get sent, signed, and paid faster. Customers stay in the loop, our team knows what’s happening, and I’m finally not stuck doing everything manually.”“Honestly, it’s like having a full-time office assistant that never drops the ball. We’re more professional, way more efficient, and I’m finally getting home on time. LANA didn’t just clean up our systems — it gave me my evenings back.”~ LANA Community

## Features
- **🔁 Centralise Your Communication** — 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 emailsInstantly push qualified leads into SIMPRO as Quotes, Jobs or ProjectsMarket to all SIMPRO customers with bulk messaging toolsBenefits: ✅ Never miss or lose a lead again! ✅ Save time by qualifying and pushing jobs straight into your workflow ✅ Re-engage past customers and drive more repeat businessWATCH HERE
- **💬 2-Way SMS & Email Messaging** — 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 appointmentsCustomisable messaging for residential, commercial, strata, and real estate clientsAutomated reminders for site visits, approvals, and scheduled jobsBenefits: ✅ Save hours of admin with automated, personalised follow-ups ✅ Reduce no-shows and missed quotes✅ Conversations in LANA can be seen in the NOTES in SIMPROWATCH HERE
- **📞 Built-In VOIP Phone System** — 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:Centralised call system for up to 8 staffAll inbound and outbound calls tracked and loggedMissed call automation: instant SMS replies keep the lead warmBenefits: ✅ Keep your team connected and accountable ✅ No more lost calls or missed opportunities ✅ Deliver faster, more consistent customer communicationWATCH HERE
- **🛠️ Quotes With Automation** — Quotes that close themselves.Send quotes fast, get digital signatures, take deposits, and trigger automated follow-ups. Fully integrated with your existing SIMPRO prebuilds and quoting system.Features:Automatically follows up on pending quotes with custom SMS and emailCreates internal tasks for high-priority quotes, keeping your team on trackTracks and manages multiple quotes and jobs, with smart contact 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 automationWATCH HERE
- **💸 Invoicing & Debt Collection** — Get paid faster—without the awkward follow-up.LANA chases overdue invoices automatically at 7, 14, 21, 30 up to 90 days. Payments reconcile directly into SIMPRO, saving time and reducing admin.Features:Automated invoice creation from completed SIMPRO jobsCustom branding, secure payment links, and status trackingDebt collection automation for overdue invoicesBenefits: ✅ Get paid faster with automated invoice reminders ✅ Reduce bad debt with intelligent collection workflows ✅ Maintain visibility and compliance on all commsWATCH HERE

## Screenshots
- [LANA Software (video)](https://www.youtube.com/watch?v=mslx7z1Vl2s)
- [LANA Software (video)](https://www.youtube.com/watch?v=kYUdC0YSkO0&pp=0gcJCbAJAYcqIYzv)

## Pricing
- **LANA Software's CRM + JMS Integration(Monthly)** — $ 348 /Per Month. One Seamless Process from Lead To Job LANA + JMS Integration Plan integrates with your job management software to ensure one seamless process to handle customers. This plan ensures your team reduces double data entry, enhances customer communications and provides a simple process for your team to manage leads in LANA and push them to your JMS easily.
- **LANA Software's CRM + JMS Integration (Annually)** — $278.4 + GST Paid Annually. One Seamless Process from Lead To Job LANA + JMS Integration Plan integrates with your job management software to ensure one seamless process to handle customers. This plan ensures your team reduces double data entry, enhances customer communications and provides a simple process for your team to manage leads in LANA and push them to your JMS easily.

## Resources
- [Explore the LANA Software Support Portal](https://lana-help.freshdesk.com/support/solutions)

## FAQs
### What is LANA and how does it integrate with Simpro?
LANA is an AI-powered CRM designed for trade and construction businesses. It integrates directly with Simpro to streamline quoting, job creation, customer communication, invoicing, debt collection, and reporting. It connects all your client interactions, lead stages, and admin workflows into one seamless system.

### How does LANA capture and manage new leads?
LANA automatically captures leads from:Website formsFacebook and Instagram messagesMissed phone callsWeb chat and contact formsAll leads are categorised into your sales pipeline based on predefined tags like customer type, sales stage, or cost centre, and are assigned to the correct account manager or salesperson.

### Can LANA automatically send quotes to customers?
Yes. LANA uses smart automation to:Create quotes with pre-filled customer, job, and cost dataDeliver quotes via SMS and emailTrack if they’re openedCollect deposits and digital signaturesAutomatically follow up if the quote hasn’t been accepted

### How are jobs created in Simpro from LANA?
Approved quotes can be pushed into Simpro with all details pre-filled, including:Site informationCustomer profileAttachments and imagesTags and job-specific fieldsWork orders from email, PDFs, or CSVs

### Does LANA handle customer communication?
Absolutely. LANA automates:Two-way SMS and email for quotes, job reminders, and technician arrival windowsTechnician “on the way” alertsPost-job surveys and Google review requestsSmart message variations based on status, tags, or job typeAll messages are logged in the customer's CRM timeline for visibility.

### What is the AI Receptionist and how does it work?
The AI Receptionist instantly responds to:Missed callsWeb chat messagesSocial media DMsSMS enquiriesIt provides professional, human-like replies 24/7, confirms bookings, sends links, and routes leads to the right sales pipeline stage.

### What happens when a quote is declined?
LANA presents the customer with a Declined Quote Feedback Form. This allows you to:Understand why quotes are lostGather valuable customer insightsImprove your future quoting strategy

### Can LANA send reminders and arrival notifications?
Yes. LANA automatically sends:Quote remindersJob booking confirmationsTechnician travelling notifications with arrival windows (e.g., “between 2–4 PM”)All via customisable, two-way SMS or email.

### How does the debt collection system work?
LANA integrates with Simpro’s invoice system and automates:Payment reminders based on overdue stages (e.g., 30, 60 days)SMS, email, and even voice remindersLogs all activity for complianceOne-click referral to external collection services (optional)

### Can I use LANA to manage digital job forms and compliance?
Yes. With LANA Digital Forms, you can:Create unlimited, mobile-friendly job formsCapture site data, compliance info, and signaturesAuto-update Simpro fields via two-way syncTrigger follow-up actions and reporting based on form submissions

### Does LANA provide reporting and insights?
Yes. LANA offers:A full dashboard showing leads, quotes, jobs, and paymentsROI tracking on marketing (e.g., Facebook ad campaigns)Alerts for underperforming pipeline stagesA calculator showing admin time saved across quoting, follow-ups, and debt collection

### What phone system capabilities are included?
LANA provides a VOIP number with:Routing to up to 8 team membersIVR menu for directing callersAuto-text back for missed callsCall logs synced into the customer timeline

### Can different messages be sent based on who the contact is?
Yes. LANA can customise communications based on:Sales stage or quote tagCustomer profile or groupAssigned salesperson, manager, or technicianCost centre or custom field You can send different messages to site contacts, primary customers, or both.

### Is everything logged in one place?
Yes. Every SMS, email, call log, survey, and note is visible on the customer timeline for every quote, job, and invoice — giving your whole team complete visibility and continuity.

### Can field staff see admin notes or messages?
Yes. Notes added through LANA conversations are visible to technicians in the field. This keeps everyone updated on:Customer requestsSpecial site instructionsPrevious communication