EOM Planner

Customer management, quotes, invoices, appointments, and galleries in one office suite — for freelancers and small teams, hosted in Germany.

eomplanner.app visit
Category
Software & SaaS
My role
Concept, development, operation
Status
Live
Target audience
Creatives, coaches, studios, tradespeople
Homepage of EOM Planner with an overview of the modules
01 — Situation

Five tools for one workday.

Inquiries come via email, phone, and social media. Quotes are created in a word processor, invoices in a second tool, appointments in a third, photos and approvals in a fourth.

Each tool costs money, and none knows the data of the others. For freelancers, this means double entries, lost inquiries, and evenings spent on administration instead of with clients.

02 — Solution

One system, from first contact to paid invoice.

01

CRM & Pipeline

Contacts, deals, and notes in one place — with reminders before an inquiry gets lost.

02

Quotes & Invoices

Quotes from your own catalog, e-invoices according to ZUGFeRD and Factur-X, deposits, and payment reconciliation.

03

Appointments & Booking

Online booking page with available slots, calendar, and reminders via email and WhatsApp.

04

Galleries & Forms

Galleries with selection, approval, and sales, event gallery via QR code, forms, and online signature.

03 — What makes it special

Built for German businesses — legally and technically.

Hosting in Germany

Data centers in Germany, tenant separation, data processing agreement included.

GoBD and e-invoicing

Invoices in ZUGFeRD and Factur-X format, DATEV address export.

From practice

Developed from daily work in the agency and EOM Studio — and used there myself.

04 — Technology

Modern stack, cleanly specified.

  • Next.js
  • TypeScript
  • Supabase · Postgres
  • Tailwind CSS
  • ZUGFeRD · Factur-X
  • Hosting DE

Every function starts with a specification: state model, data model, texts, and acceptance criteria. This makes changes traceable and the system maintainable even years later.

Planning your own platform? Let’s discuss it.

Schedule an initial consultation

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