Event CRM
Keep leads, bookings and client history in one event CRM
Planellio gives event teams a CRM designed around proposals, quotes, bookings, planning details, payment status, contracts and delivery context, not a generic sales pipeline that needs workarounds.
What an event CRM should actually help with
- Track every enquiry from first contact to confirmed booking
- Store proposals, quotes, invoices, contracts and payment status next to the client
- Keep planning forms, notes and communications attached to the booking
- Hand clean information over to staff and event operations
- Support fast onboarding with Stripe and Square, with more payment options to follow
Useful internal links
Planellio is strongest when the CRM, booking workflow and operations layer are connected.