Referral received
Thank you.
We’ve got your referral.
£995 will come off your next annual renewal once the Trust you referred becomes a PLANERGY customer. We’ll email you a confirmation with the details, so you have everything in writing.
No limits. Every Trust you refer that joins takes another £995 off your renewal.
What happens next
We’ll reach out to them within 1 business day
A member of our team will contact the Trust you referred to introduce PLANERGY. No pressure on them, nothing more for you to do.
One thing that really helps: give your contact a quick heads-up to expect our call.
We keep you posted
You’ll hear from us when we’ve made contact and again if the Trust becomes a customer.
£995 comes off your next renewal
Applied to your next annual renewal when the Trust signs up as a PLANERGY customer within 6 months of your referral.
What the Trust you referred can expect
The Trusts you know are all facing the same arithmetic: part-funded pay awards, falling rolls, and reserves under pressure.
Here is what we’ll show them.
Here is what we’ll show them.
No more 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, so every new school joins one consistent purchasing process from day one.
Evidence for every audit
A full audit trail on every purchase, from request to approval to invoice.
Who requested it, who approved it, and what was paid is always on record, supporting Academy Trust Handbook value for money duties and making year-end and internal scrutiny simpler.
Terms & conditions
Referrals must be made via the referral 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.
PLANERGY | Better Spend Management | Copyright ©2026. PLANERGY