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CRM, Booking & Operations Software for Event Businesses

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Run Your Entire Event Business From One Platform

From enquiry to event day, Planellio keeps bookings, clients, payments, staff, venues and event delivery connected in one platform.

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DJs, Photo Booths, Event Hire, Wedding Planners, Decor Companies and Venues

Event CRMAsset protectionProposalsAutomation engine

Quick comparison

Why Event Businesses Choose Planellio

FeaturePlanellioTypical CRM
CRM
Booking Engine
Client Portal
Staff Rostering
Venue Portal
Asset Protection
Operations Management

Event operations platform

Bookings, CRM, operations and rostering
connected in one platform

Planellio is designed to manage the full operational workflow of an event business, from the first enquiry through to staffing, asset control, delivery and reporting.

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Bookings

Capture enquiries, manage availability and confirm events.

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CRM

Track leads, conversations, proposals and client history.

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Operations

Coordinate logistics, venues, staff, asset protection and event workflows.

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Rostering

Assign teams, manage schedules and avoid conflicts.

Venue portal

Turn venues into your sales channel

Give your partner venues access to live availability and trade pricing so they can book you directly.

  • Venue-managed bookings
  • Trade pricing built in
  • No back-and-forth communication
  • More bookings without more admin
Planellio venue portal
01

Venue bookings

Let venue partners start bookings directly.

02

Trade pricing

Support partner rates and commercial terms.

03

Messaging

Keep venue communication with the booking.

04

More reach

Grow bookings through trusted venue channels.

Core profit drivers

Protect Equipment, Win More Bookings And Reduce Admin

These are not hidden extras. They are core parts of how Planellio helps event businesses stay in control, close work faster and remove repeated manual effort.

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Asset protection

Use pre-authorisations to protect equipment before the event even starts

Connect bookings to pre-authorisations, asset allocation and clear protection rules so high-value equipment is covered before it leaves for site.

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Proposals

Send polished proposals that move clients from interested to confirmed

Keep proposals, approvals, contracts and payments inside one connected journey instead of scattered email threads.

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Automation engine

Automate the repetitive work that slows your team down

Trigger reminders, handovers, client updates and operational workflow steps automatically as bookings progress.

CRM

A CRM that actually matches how event businesses work

Manage leads, clients and event history from the same place your bookings happen.

  • Track every enquiry from first contact
  • Keep client history tied to bookings
  • See messages, invoices and documents together
  • Follow up without losing context
01

Lead tracking

Know who enquired and what stage they are at.

02

Client history

Keep every event and client record connected.

03

Email context

Keep communication close to the booking record.

04

Clear follow-up

Move faster without losing the human detail.

Client portal

A guided client journey from enquiry to event day

Planellio gives clients one branded place to build their booking, complete planning tasks, approve proposals, sign contracts, make payments and stay on track without long email chains.

  • Live availability, packages, services, upgrades and interactive extras
  • Music request forms for DJs and entertainment
  • Photo booth template, overlay, print design and sharing option selection
  • Custom forms for photographers and videographers
  • Invoices, proposals, contracts, payment tracking and automated reminders
Planellio client portal and guided booking journey
1. Pick a dateClients see live availability based on real services and assets.
2. Build the bookingSelect packages, services, upgrades and interactive extras.
3. Complete detailsClients complete planning details, proposals and event information.
4. Sign & payContracts and deposits are handled automatically based on organisation settings.
01

Planning forms

Collect the details you need before event day.

02

Payments

Let clients see invoices, deposits and balances.

03

Proposals & contracts

Keep approvals, signatures and paperwork moving.

04

Workflow updates

Keep clients informed as the event moves forward.

Operations

The part most systems don’t handle

Booking is only the start. Planellio manages everything that happens after the enquiry, including delivery, coordination, asset protection, proposals and automation workflows, not just the transaction.

  • All client communication tracked automatically
  • Emails linked directly to booking records
  • Staff, logistics, assets and event details in one place
  • No lost messages, no duplicated work, no confusion
Planellio CRM and operations
01

Connected records

Keep bookings, clients and operations aligned.

02

Team workflow

Give staff the details they need to deliver.

03

Asset protection

Link pre-authorisations to high-value equipment so assets are protected before they go out on a booking.

04

Automation engine

Reduce repeated updates and manual chasing with workflow automations.

Planellio staff rostering system

Staff rostering

The right people, in the right place,
every time.

Planellio brings structure to staff scheduling with a clear, visual roster built for real event operations. Know who is available, what is assigned and where gaps need covering without relying on spreadsheets or messages.

  • See availability, assignments and gaps at a glance
  • Assign staff to bookings in seconds
  • Avoid double bookings and last-minute conflicts
  • Keep your team informed without chasing updates
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Live availability

See who is available and what they are assigned in real time.

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Easy assignments

Assign staff to events quickly with a clear visual workflow.

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Smart notifications

Automatic reminders keep your team informed before events.

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Clear oversight

View workloads, roles and event details in one place.

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Reliable coverage

Avoid gaps and deliver events with confidence.

Less chaos. More confidence. Better events.

Planellio takes the stress out of rostering so you can focus on delivering exceptional events.

Booking engine

A booking engine built for real event operations

Most systems only check if a date is free. Planellio checks whether you can actually deliver the booking using real availability logic linked to services, assets, asset protection, packages and staffing workflows.

  • Real-time availability linked to assets, packages and secure allocation rules
  • Single-item and package-based quoting logic
  • Live pricing updates during the booking journey
  • Interactive upselling linked to packages and inventory
  • Travel distance and operational variables calculated automatically
Planellio guided booking system
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Package logic

Support single services, bundled packages and linked inventory items.

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Live availability

Availability checks update instantly as selections change.

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Interactive upsells

Clients can add extras and upgrades during the checkout flow.

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Travel calculations

Distance-based pricing and operational variables calculated automatically.

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Saved journeys

Abandoned bookings become saved leads inside the CRM automatically.

Website booking

Turn your website into a booking engine

Planellio lets customers build their event directly on your site. No redirects, no friction, no lost trust.

  • Embeddable booking experience that matches your brand
  • Clients select packages, extras and options in one flow
  • Clear pricing builds confidence before payment
  • Higher booking value through guided upselling
01

Embedded journey

Keep clients on your website from enquiry to action.

02

Package builder

Make upgrades and extras clear while clients choose.

03

Less friction

Reduce drop-off with one connected booking flow.

04

Higher value

Guide customers toward better-fit bookings.

Platform features

Everything your event business needs to keep moving

Never lose track of an enquiry or booking again

Manage enquiries, packages, multi-day bookings and confirmations without losing context.

Get paid without awkward chasing

Take deposits, balances and full payments with reliable records.

Keep paperwork moving before event day

Send consistent contracts and collect e-signatures before events.

Give staff the details they need

Assign jobs, share event details, track timesheets and coordinate teams.

Reduce the repetitive admin

Automate follow-up, reminders and operational handovers.

Know what is happening across the business

See performance, finance and booking activity as the business grows.

Built differently

Built By People Who Run Event Businesses

Planellio was built from real event operations experience, combining bookings, payments, staffing, venues and event delivery into one connected platform.

01

Isolated installation

Your setup is designed to run independently, avoiding the shared limitations common in generic platforms.

02

Event experience

Built around real bookings, clients, staff, venues, payments, assets and event-day delivery.

03

Asset security

Protect operational control by linking equipment, availability and usage into the booking workflow.

04

Connected operations

CRM, bookings, payments, staff, venues and reporting work together instead of living in separate systems.

Built For Real Event Businesses

Built For Real Event Businesses

Planellio is used by DJs, photo booth companies, event hire businesses, wedding professionals and venues to manage bookings, operations and event delivery from one platform.

Photo Booth Companies

Manage client choices, bookings, paperwork and event-day delivery in one system.

DJs & Entertainment

Keep enquiries, music requests, payments and live event planning connected.

Event Hire Companies

Control bookings, allocations, asset protection and operations from one platform.

Venues & Wedding Professionals

Coordinate client journeys, venue workflows and event delivery without extra admin.

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  • Guided onboarding wizard
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