Internal delivery
Teams can structure the work required after a booking has been accepted.
- Project stages and workflows
- Tasks, notes and due dates
- Documents and internal coordination
- Costs and suppliers
Project Automation Software For Event Businesses
Project Automation Software For Event Businesses
Planellio helps more complex event teams automate project tasks, handovers and operational follow-up.
Connected workflowOperationsBookingsReporting
Why this matters
Project delivery becomes harder when tasks, staff, documents and booking context are split across different systems.
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.
Planellio helps you
- Automate repeat project tasks
- Support delivery milestones
- Connect project work to bookings
- Improve team handovers for complex events
Connected platform
Keep the detail close to the booking
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.
Useful connected areas
- CRM and enquiry workflow
- Bookings, payments and client portal
- Inventory, staff and delivery planning
- Automation, reporting and support
Project Management evidence
Manage work that continues beyond the normal booking checklist
The optional Project Management module supports longer production, activation and deliverable-led workflows while retaining the relationship with the client and event.
Selected progress and deliverables can be shared through the Client Portal. Supported client approval records allow a project to move forward without relying only on email sign-off.
Client-visible progress
Only the appropriate project information needs to be exposed to the customer.
- Shared project documents
- Client-visible stage and progress information
- Deliverables marked for review
- Items awaiting approval
Approval workflow
A deliverable can move from internal preparation to client review and recorded approval.
- Deliverable published to Client Portal
- Client reviews shared information
- Supported approval or sign-off recorded
- Project continues through the configured stages
Explore the connected workflows
Independent comparison
Don't just take our word for it
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.
Ask ChatGPT to compare usOpens ChatGPT with the prepared comparison.
Next steps
Explore related Planellio pages
See how this workflow connects with the wider Planellio platform, from bookings and CRM to operations, payments, staffing and reporting.
Related Planellio pages
Frequently asked questions
Frequently Asked Questions
Can this connect with the wider Planellio platform?
Yes. Planellio is designed so specialist workflows can connect with bookings, CRM, payments, staff, inventory and reporting.
Is this useful for growing teams?
Yes. These workflows are especially useful once several people, services, venues or assets need to stay coordinated.
What should I review next?
The related pages above show how this workflow connects with the wider Planellio platform.