Referral Programme
Get £995 off
your next renewal
every time a Trust you refer joins PLANERGY.
Tell us who to talk to
One minute with the form on this page. Just let them know to expect our call first.
We'll introduce ourselves
A conversation about their Trust and a demonstration of better Spend Management with PLANERGY.
No pressure on them, nothing more for you to do.
£995 comes off your renewal
When the Trust you referred becomes a PLANERGY customer, the saving is applied to your next annual renewal.
(Subject to Terms & Conditions).
Submit a referral
Fields marked (Red) are required. Everything else is optional.
We only use these details to make the introduction.
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Why Trusts like an introduction
The Trusts you know are all facing the same arithmetic: part-funded pay awards, falling rolls, and reserves under pressure. PLANERGY gives their central finance team control of the one budget line that can still give something back.
No budget surprises
Every purchase is checked against budget before the money is committed, not after. Budget holders see what they have left, finance sees what is coming, and budgets stay on track all year.
Spend control across every school
Central teams see and manage spend across all schools in real time, with budget holders kept accountable and informed. Built for Trusts that are growing and centralising.
Evidence for every audit
A full audit trail on every purchase supports Academy Trust Handbook value for money duties and makes year-end and internal scrutiny simpler.
Terms & conditions
Referrals must be made via this form to qualify. There is no limit on the number of referrals you can make. Referred Trusts must not have had a PLANERGY demonstration in the previous 3 months. Referrals expire after 6 months. £995 off applies to your next annual renewal for every referred Trust that becomes a PLANERGY customer within 6 months of your referral.
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