Planning Pod is fully customizable to fit any of your event management and business needs, regardless of what business you are in. Let us create the right solution for you from our 40+ time-tested tools.
Learn about Planning Pod and why 70,000+ event and hospitality professionals have chosen our platform and company to help them manage their events and businesses.
Access expert guidance and insights via our blog, webinars and white papers. Learn about using our platform via our Help Center. Or contact us with questions.
Planning Pod is fully customizable to fit any of your event management and business needs, regardless of what business you are in. Let us create the right solution for you from our 40+ time-tested tools.
Learn about Planning Pod and why 70,000+ event and hospitality professionals have chosen our platform and company to help them manage their events and businesses.
Access expert guidance and insights via our blog, webinars and white papers. Learn about using our platform via our Help Center. Or contact us with questions.
Battle-tested event CRM tools that help you generate raving fans
Deliver white-glove customer service without breaking your back
Easily track contact details and activity
Our contact manager goes beyond basic details. It helps you track assignments, activities, and store payment methods for each contact, along with saving related files.
Simplify your sales workflow
Our event lead management software provides your sales team with a blueprint for repeatable sales success. Track, manage, and assign leads, plus easily create proposals and follow-ups.
Automate and customize lead webforms
Planning Pod provides customizable lead capture forms for your website. Our advanced technology lets you automate responses, assign leads to team members, and create task lists for instant follow-up.
Streamline client communications
Our event CRM streamlines client management throughout the entire event lifecycle. Handle emails directly within your account, create reusable templates, and integrate existing addresses. Plus, clients can easily view, sign, and pay through their secure online portal.
Schedule lead/client appointments with ease
Our appointments tool lets you quickly schedule client appointments within the master calendar.
See why over 70,000 event and hospitality professionals rely on our CRM software
"With Planning Pod, this is the first time in my career I have all the tools in one place to run my events, including CRM, booking, floorplan, and event management modules."
More than just an address book, our contacts tool lets you easily save and search contact details; add contact headshots; use tags to categorize contacts; and store client-related files and payment methods.
Assignment & Activity Manager
Want to see what leads and events a contact has been assigned to? What proposals and contracts have they signed? What invoices are attached to them? Just visit a contact’s profile to view these assignments and activities.
Client Portals & Account Access
Invite leads and clients into an online portal to view and sign proposals and contracts; view and pay invoices; manage tasks; complete forms / questionnaires; and more. Or assign contacts as account users if they need more access.
Lead Pipeline Manager
Easily track leads as they move through your sales pipeline with a visual funnel. Drag-and-drop leads when their status changes. View how many days a lead has been in your pipeline and at each stage.
Lead Capture Forms
Customize webforms that you can embed on your website’s “Contact Us” pages. When a lead visits your site and submits the form, it creates a new lead in your pipeline and notifies your team.
Integrations
Funnel lead inquiries from platforms like Wedding Wire and The Know into your Planning Pod account so you can manage all your leads in one convenient place.
Lead Holds
Put lead dates, times and rooms/spaces on hold to give prospects time to make a decision. Set hold deadlines and send reminders to staff and leads when a hold is about to expire.
Automations + Workflows
With our event management system you can set up a variety of notifications and triggers to automate processes, send reminders and create timesaving workflows.
Central Email Inbox
Our CRM communications tool lets you send and receive email messages to any contact added to your account. Instantly generate PDF attachments for sending lead and event details.
Email Address Integration
Integrate existing email addresses for you and your team members into the communications tool so all lead and client messages funnel into one consolidated inbox ... and never miss a message.
Email Templates
Set up email templates for messages (and attachments) that you send out frequently. Coming soon - Add data merge fields to customize your messages. Use our pre-set automations or create your own.
Email Drip Sequences
Create email sequences that can be manually or automatically triggered to send email templates to individual contacts. Great for automated lead followups or periodic outreach to past clients.
Appointment Scheduler
Easily set up appointments for calls, meetings, site visits, and walkthroughs via our online appointment and booking calendar.
Forms & Questionnaires
Build custom forms and questionnaires to collect information from leads and clients online. Send contacts a link to the webform or have them complete forms via their client portal.
Dashboards & Reports
View important contact and sales activity on your home and lead dashboards, including won/lost sales, and new leads. Run reports for leads, booked events, email history; filter by a number of variables.
Sales Tracking & Forecasting
Create custom reports and dashboard modules where you can view sales progress and performance based on real-time data.
