Software never met a business like yours. We did.

Home organizing doesn't fit the boxes. Half your work is projects — a garage transformation, a whole-house reset — and half is recurring visits that keep clients organized for years. You work from contracts, not estimates. Sometimes you skip the consult entirely because the client already knows what they want. Your crew works in clients' homes all over town, and who goes where depends on who's closest. Try running that through generic CRM software and you end up where every organizer ends up: a family-calendar app for scheduling, a spreadsheet for crews, invoices somewhere else, and the real system in your head.


The Home Organizing Blueprint — a business like yours, ready on day one.

Install it and Planes configures itself around how organizing businesses actually run — then you change whatever's different about yours.

A client pipeline that speaks organizer

lead to contract to scheduled to organized, with a consult stage you can keep or skip per client.

Leads list in Planes showing organizing projects across the Consult, Contract Sent, Contract Signed and Won stages, each with its value

Contracts first

no estimate detour. Send it, get it signed, get to work.

A signed organizing project agreement in Planes with its status timeline and contract clauses

Recurring services built in

weekly, monthly, seasonal. Visit schedules that regenerate themselves instead of living in a calendar app.

A client's recurring schedules in Planes: a quarterly refresh and a weekly reset, each with crew, price and next visit

Crews on the move

your whole team on the schedule, assignments by who's free and who's close. Field staff get crew seats, priced for the field, not the office.

Week calendar in Planes with recurring visits and project sessions assigned to individual organizers

Invoices tied to the work

project or recurring, billed the way that client pays.

Invoices list in Planes mixing monthly recurring billing and project deposits, with draft, sent and paid statuses

That's the starting point. The point is what you change: your stage names, your visit types, your rules. It's your business. Now the software knows it.


Why not just use a regular CRM?

You've probably tried. Generic CRMs don't model recurring visits — they think everything is a deal that closes once. They don't route crews by proximity. They want estimates where you use contracts. And nearly all of them price per user, which means putting your whole 10-person crew in the system costs more than the software is worth — so the crew stays on group texts, and the system stays half-true. Planes starts from your shape and lets your whole team in free.


A St. Louis home organizing company runs its whole operation on Planes today — new inquiries through signed contracts, recurring visits, organizers routed to the right homes, invoices tied to the work. The Home Organizing Blueprint exists because a real organizing business shaped it. Her story, in her words, is coming.

Start yours →

Your organizing business, organized your way.

A two-minute application, read by a human. We build your setup with you — free. You hear back within 24 hours.

See you up there.