PlanEvent

CRM Platform for Event Businesses

Overview

Plan Event is a fully no-code web application built with Bubble.io, designed for companies that rent equipment and services for events. The platform centralizes financial management, inventory control, event scheduling, and contact management — all within an intuitive and accessible interface.

Project Goal

To create a robust yet user-friendly CRM-style solution that helps small and medium-sized event companies manage their daily operations efficiently. The core goals included:

Easy access (Google or email/password login)
Clean and modern UI
Clear data visualization (graphs, tables, color-coded statuses)
Financial and inventory control
Client, supplier, and employee management

Visual Concept & Identity

The design is based on professional and trustworthy colors:

Blue (#2563eb): represents trust, technology, and reliability
White and neutral tones: ensure clarity and focus on content
Green / Red / Yellow: used for statuses and charts to provide quick visual feedback

The UI is responsive and modular, prioritizing a smooth user experience (UX) and clarity in navigation.

Screens and Features

1. Login & Sign-up Screens
Users can sign in with email/password or via Google. The sign-up form includes full name, company name, password confirmation, and secure authentication.

Tech used: Bubble OAuth 2.0, Google API integration, conditional logic with custom states.

2. Welcome Screen + Product Presentation
Split-screen layout welcoming users to Plan Event with a visual preview of the app on multiple devices — reinforcing the mobile-first and modern approach.

3. Dashboard
The main dashboard shows key financial indicators:

Forecasted vs. Realized Revenue
Forecasted vs. Realized Expenses
Forecasted vs. Realized Profit

Interactive bar charts provide a quick monthly overview.

Powered by dynamic filters and Chart.js plugins.

4. Event Calendar
Interactive date selection interface for managing upcoming events. A custom date picker allows users to filter by range and forecast data.

5. Revenue Management
Table with detailed records for event-related payments:

Description
Amount
Due date
Status (Received, Pending)
Actions (View, Delete)

Color-coded statuses help identify overdue or completed payments at a glance.

6. Contacts: Clients, Suppliers, Employees
Each tab displays a searchable table with key information such as name, phone number, and birth date, with edit/delete actions available.

7. Inventory Management
Inventory screen shows equipment stock levels:

Total items
Items in use
Items available
Edit/delete actions
Movement log for tracking item usage

Quick access buttons make inventory updates simple and fast.

Tools & Technologies Used

Bubble.io: full no-code development (frontend + backend + database)
Conditional workflows for business logic (validation, filtering, user actions)
Bubble responsive engine for mobile/desktop support
Plugins: charting, calendar, Google login, icons (FontAwesome)

Outcome

Plan Event delivers a streamlined and powerful solution for event companies, centralizing management in a single, intuitive platform. The system is scalable, customizable, and ready to grow with the client's business needs.