Features
EOM Planner brings CRM, invoicing, bookings and tenant management together in one calm suite — built for agencies, coaches, photographers and trade businesses who want client work without tool chaos.
Operational backbone
- CRM & pipeline — Contacts, companies, deals, activities and tags. Separated per tenant, visible to the team.
- Invoices & quotes — Templates, catalogue, Factur-X PDF and e-invoice XML in one pass.
- Subscription invoices — Recurring line items with cycles, pauses and dunning logic.
- Appointments & booking — Public booking pages, ICS calendars, Google/Outlook calendar sync.
- Tasks — Personal and team tasks with due dates, linked to contacts and deals.
Client work & creative workflow
- Galleries — Photo and video delivery with client selection, pick lists and download packages.
- Gallery inbox — Sort client uploads, comment and move them into the finished gallery.
- Forms — Embeddable lead and contact forms, tracking included.
- WordPress plugin — Embed forms and bookings directly on your WP site.
Admin & compliance
- Tenants & roles — Multiple client organisations per account, fine-grained permissions.
- Audit log — Who changed what and when. Including an impersonation trail for support.
- Mailbox & email templates — Connect Gmail/Outlook, manage invoice and reminder copy.
- Stats & cockpit — Pipeline value, open invoices, expected revenue.
What EOM Planner deliberately does not do
No mass mailing. No bought lists. No third-party address data sources. You work with your own contacts, hosted in Germany, separated per tenant.