Lead Automation Software For Event Businesses
Planellio helps event businesses follow up leads more consistently from enquiry capture to quote and booking.
Valuable enquiries can go cold when follow-up depends on manual reminders and busy inboxes.
Planellio is designed to keep that workflow connected to the wider event business, so the same information can support sales, client experience, payments, staffing, delivery and reporting.
Connected platform
The strongest event businesses reduce the gap between the promise made during sales and the work required to deliver the event. Planellio keeps the important detail closer to the booking record so fewer decisions rely on memory.
That creates a clearer experience for customers and a calmer operating model for the team.
Automation evidence
Eligible plans include trigger-based automation across leads, quotes, bookings, payments, contracts, customer actions, staffing and projects. Scheduled actions and queue controls help teams understand what is waiting to run.
The verified matrix is 27 triggers, 39 standard conditions, three additional security-deposit conditions when enabled, and six supported actions including SMS through the tenant’s own Twilio account. Business adds scheduled and background processing-health monitoring.
The builder does not provide generic webhook or arbitrary-code actions. Form visibility is limited to previous-answer yes/no rules rather than broad conditional branching. Reliable automation also depends on accurate record data and working email or Twilio services.
Triggers cover meaningful events throughout the customer and delivery lifecycle.
Conditions keep a workflow from running simply because a trigger occurred.
A quote follow-up can wait, check whether a booking now exists and send a branded message only when relevant.
Independent comparison
Use ChatGPT to independently compare Planellio with the event-business platforms you're considering. We've prepared a broad prompt that asks for a current, balanced review.
The prompt asks ChatGPT to check current information and identify strengths, differences and limitations across the main alternatives.
Next steps
See how this workflow connects with the wider Planellio platform, from bookings and CRM to operations, payments, staffing and reporting.
Frequently asked questions
Yes. Planellio is designed so specialist workflows can connect with bookings, CRM, payments, staff, inventory and reporting.
Yes. These workflows are especially useful once several people, services, venues or assets need to stay coordinated.
The related pages above show how this workflow connects with the wider Planellio platform.
