CRM and proposal evidence
Keep the original enquiry connected to the accepted booking
Planellio CRM is more than a contact directory. It records the event, venue, budget, interested services, packages, extras, source, owner, status, conversations and next actions that help a team move an enquiry towards a decision.
Quotes can include packages, variants, quantities, extras, discounts, mileage, tax, images and service descriptions. Eligible proposal tools add reusable branded layouts and customer-facing acceptance without losing the relationship to the lead.
Lead pipeline
Public enquiries, manually created leads and supported imports can use configurable stages and assigned follow-up.
- Lead assignment, status and source
- Budget, venue and event information
- Interested services, packages and extras
- Notes, conversations and dated follow-up actions
Quotes and proposals
A business can present a basic commercial quote or a more visual branded proposal according to its plan.
- Multiple quote options
- Packages, variants, quantities and extras
- Images, descriptions, discounts, mileage and tax
- Proposal templates, email preview and acceptance links
Conversion and history
Acceptance can continue into availability, booking, contract and payment while preserving customer history.
- Secure customer quote review
- Quote and proposal status
- Lead-to-booking conversion
- Client record with past and future bookings