Pipeline board
Drag inquiries through your stages: New → Quote → Decision → Won. With amounts so you see what your pipeline is worth.
Every inquiry becomes a job — or at least a decision.
Contacts, deals, notes and tasks in one place. No more “I’ll get back to them later.”
Contact file & client portal
Every email, quote, appointment and invoice on the contact. Open a client and know the full story — including revenue and a magic link to the client portal.
Custom fields & client groups
Industry catalogs and custom fields adapt the CRM to your business, not the other way around. VIP labels and groups keep your contact list organized.
Automations
Event in, action out: inquiry received → send confirmation → create task → remind after 3 days. The journey builder keeps working while you sleep.
Works together with …
FAQ
Can I import contacts from Excel/CSV?
Yes. CSV import is built in — typically done in an afternoon.
Can multiple users work at the same time?
Yes, with team seats. Higher plans allow multiple tenants for agencies.
How much does CRM cost on its own?
Included in the starter plan from €19.90 — including invoicing and booking.
Try EOMplanner free for 14 days — with your real data.
Import your contacts and create your first deal. Then decide.