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LANA Software

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

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Description

“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.”


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 emails
  • Instantly push qualified leads into SIMPRO as Quotes, Jobs or Projects
  • Market to all SIMPRO customers with bulk messaging tools

Benefits:
✅ 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 business



💬 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 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 quotes
✅ Conversations in LANA can be seen in the NOTES in SIMPRO

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📞 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 staff
  • All inbound and outbound calls tracked and logged
  • Missed call automation: instant SMS replies keep the lead warm

Benefits:
✅ Keep your team connected and accountable
✅ No more lost calls or missed opportunities
✅ Deliver faster, more consistent customer communication

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🛠️ 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 email
  • Creates internal tasks for high-priority quotes, keeping your team on track
  • Tracks 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 automation

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💸 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 jobs
  • Custom branding, secure payment links, and status tracking
  • Debt collection automation for overdue invoices

Benefits:
 ✅ Get paid faster with automated invoice reminders
 ✅ Reduce bad debt with intelligent collection workflows
 ✅ Maintain visibility and compliance on all comms

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FAQ

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.
LANA automatically captures leads from:

  • Website forms
  • Facebook and Instagram messages
  • Missed phone calls
  • Web chat and contact forms

All 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.
Yes. LANA uses smart automation to:
  • Create quotes with pre-filled customer, job, and cost data
  • Deliver quotes via SMS and email
  • Track if they’re opened
  • Collect deposits and digital signatures
  • Automatically follow up if the quote hasn’t been accepted

Approved quotes can be pushed into Simpro with all details pre-filled, including:
  • Site information
  • Customer profile
  • Attachments and images
  • Tags and job-specific fields
  • Work orders from email, PDFs, or CSVs
Absolutely. LANA automates:
  • Two-way SMS and email for quotes, job reminders, and technician arrival windows
  • Technician “on the way” alerts
  • Post-job surveys and Google review requests
  • Smart message variations based on status, tags, or job type

All messages are logged in the customer's CRM timeline for visibility.
The AI Receptionist instantly responds to:
  • Missed calls
  • Web chat messages
  • Social media DMs
  • SMS enquiries

It provides professional, human-like replies 24/7, confirms bookings, sends links, and routes leads to the right sales pipeline stage.
LANA presents the customer with a Declined Quote Feedback Form. This allows you to:

  • Understand why quotes are lost
  • Gather valuable customer insights
  • Improve your future quoting strategy
Yes. LANA automatically sends:
  • Quote reminders
  • Job booking confirmations

Technician travelling notifications with arrival windows (e.g., “between 2–4 PM”)
All via customisable, two-way SMS or email.
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 reminders
  • Logs all activity for compliance
  • One-click referral to external collection services (optional)
Yes. With LANA Digital Forms, you can:
  • Create unlimited, mobile-friendly job forms
  • Capture site data, compliance info, and signatures
  • Auto-update Simpro fields via two-way sync
  • Trigger follow-up actions and reporting based on form submissions
Yes. LANA offers:
  • A full dashboard showing leads, quotes, jobs, and payments
  • ROI tracking on marketing (e.g., Facebook ad campaigns)
  • Alerts for underperforming pipeline stages

A calculator showing admin time saved across quoting, follow-ups, and debt collection
LANA provides a VOIP number with:
  • Routing to up to 8 team members
  • IVR menu for directing callers
  • Auto-text back for missed calls
  • Call logs synced into the customer timeline
Yes. LANA can customise communications based on:
  • Sales stage or quote tag
  • Customer profile or group
  • Assigned salesperson, manager, or technician

Cost centre or custom field
 You can send different messages to site contacts, primary customers, or both.
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.
Yes. Notes added through LANA conversations are visible to technicians in the field. This keeps everyone updated on:

  • Customer requests
  • Special site instructions
  • Previous communication