CRM and bookings
Track leads, move opportunities through quotes and proposals, and keep bookings attached to the wider client history. This gives teams a clearer sales view without separating it from delivery reality.
Event business software
Event Business Software That Connects Sales, Operations And Delivery
Planellio is built for event companies that need more than a booking system. It connects CRM, bookings, quotes, proposals, contracts, payments, client portals, venue portals, staff portals, staffing, automation, reporting, project management, asset management, finance reporting, integrations and multi-user operations in one platform.
CRMStaffingVenue portalAutomation
Move beyond event booking software
Many event companies begin with software that solves one clear pain point: taking bookings more efficiently. That is useful, but it rarely stays enough. As the business grows, new operational demands appear. More staff need access. More venues need coordination. More assets need protecting. More events mean more follow-up, more finance oversight and more risk of information sitting in the wrong place.
That is the gap between event booking software and event business software. Booking software helps you capture and confirm work. Event business software helps you run the business that sits around the work. Planellio is positioned in that broader category.
The platform is designed to give event businesses a stronger operating system, not just a nicer booking form. That matters for businesses that want clarity across sales, planning, delivery and reporting.
Planellio brings together
- CRM and booking workflows
- Quotes, proposals, contracts and payments
- Client portal, venue portal and staff portal workflows
- Staffing, rostering and operational handovers
- Asset management, automation and reporting
- Finance visibility, integrations and multi-user structure
Client portals and payments
Support a more professional client journey with planning tasks, paperwork, approvals and payment visibility in one place. That reduces chasing and strengthens the buying experience.
Operations and delivery
Keep staff, venue notes, asset requirements, project tasks and operational context linked to the booking so the whole team works from the same information.
Support sales and delivery from one platform
The biggest weakness in many event software setups is the handover between sales and operations. A lead becomes a booking, but then the team has to repeat the detail elsewhere for staffing, logistics, planning and finance. That creates delays, mistakes and duplicated work.
Planellio is built to reduce that gap. Information collected during the sales process stays useful after the booking is won. The platform can support the client journey, internal handovers and event delivery without constantly rebuilding the same record. For growing businesses, that means less chaos and more confidence.
It also makes training and delegation easier. New team members can work inside one clearer system instead of learning a collection of disconnected tools and workarounds.
Modules that matter when event companies scale
Planellio's position as event business software is strongest when you look at the modules that usually become painful in separate tools.
Venue portal
Support venue-led workflows, partner visibility, booking collaboration and trade relationships in a way basic booking systems often cannot.
Staff portal and rostering
Assign the right people, manage availability and reduce event-day confusion with stronger staffing workflows.
Asset management
Protect valuable equipment, reduce conflicts and link operational assets to the bookings that need them.
Automation
Reduce repetitive admin across reminders, handovers and internal workflow steps that would otherwise rely on memory.
Reporting and finance visibility
Understand what is happening across bookings, revenue, team activity and operational performance as the business grows.
Project management
Support more complex event delivery where multiple people, milestones and tasks need coordinating around the event.
Built for more than one type of event company
Planellio is not limited to a single event niche. It is suitable for DJs, photo booth businesses, event hire companies, wedding professionals, venue-led businesses and wider event service teams. The common thread is operational complexity. If a business needs more than CRM and booking confirmation, the broader platform model becomes more valuable.
This also means the software can grow with the business. A team may start by improving bookings and client communication, then add venue workflows, staffing, reporting or asset management as needs evolve. That is a very different proposition from software that is only designed around one narrow workflow.
If you want to understand why the platform was built this way in the first place, the founder story explains how real event industry experience, Cramer Events, BoothBook growth challenges, NHS workforce systems, Mandatrax, security deposits, rostering and automation all shaped the product.