Connected platform evidence
From the first enquiry to the final operational handover
Planellio is an end-to-end business and operations platform for event-service businesses. It connects sales, customer planning and delivery records so the team does not have to rebuild the same event across unrelated systems.
Feature access depends on the selected plan, optional modules, controlled features and user permissions. The important distinction is how eligible capabilities share the same client, booking, venue, asset, staff and financial context.
Sales and booking journey
Enquiries can become assigned leads, quotes, branded proposals and accepted bookings while retaining the relationship between the original customer request and the event that is eventually delivered.
- Lead pipeline, sources and follow-ups
- Multiple quote options and proposal templates
- Real-time availability, packages, variants and extras
- Contracts, electronic signatures, deposits and balances
Customer and operational journey
A confirmed booking can continue through client actions, equipment reservations, staff requirements, venue workflows, project delivery and event-day paperwork.
- Client Portal actions and customer journey tracker
- Pooled inventory and specialist stock
- Roster duties, assignments and Staff Portal
- Job sheets, function sheets and operational files
Finance, reporting and control
Payment and operational records feed a defined report catalogue rather than being described only as generic analytics. Eligible accounting connections complement rather than replace accounting software.
- Revenue, deferred revenue and outstanding balances
- All-plan mileage plus operational profitability, lead sources and client revenue
- VAT or sales tax, payment methods and year-end summaries
- Xero and QuickBooks connections where eligible
- Business read-only bookings API with scoped keys, pagination, rate limits, audit history and Zapier-compatible polling