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.
The event CRM that retires your lead-tracking spreadsheet
Website inquiries flow straight into your pipeline — no copying, no lost leads, no “did anyone reply to her?”
Deliver white-glove customer service without breaking your back
Easily track contact details and activity
Our contact manager goes beyond basic details: track assignments and activity, store payment methods, and keep related files with each contact.
Simplify your sales workflow
Give your sales effort a repeatable blueprint. Track, manage, and assign leads, then create proposals and follow-ups in a couple of clicks.
Auto-capture leads from your website
Customizable lead-capture forms feed inquiries directly into your pipeline — with automated responses, team assignments, and instant follow-up task lists. No lead waits on a human to be entered.
Streamline client communications
Handle email inside your account, build reusable templates, and integrate your existing addresses. Clients view, sign, and pay through their secure online portal.
Schedule lead and client appointments with ease
Book calls, tours, and walkthroughs on the master calendar with our appointments tool.
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 an address book: save and search contact details, add headshots, categorize with tags, and store client files and payment methods.
Assignment & Activity Manager
Which leads and events is a contact tied to? What have they signed? What invoices are attached? One visit to their profile answers all of it.
Client Portals & Account Access
Invite leads and clients into an online portal to view and sign proposals and contracts, pay invoices, manage tasks, and complete forms — or grant fuller access as account users.
Lead Pipeline Manager
A visual funnel shows every lead's status at a glance. Drag and drop leads as they progress, and see how long each has sat in the pipeline — and at each stage.
Lead Capture Forms
Embed custom webforms on your website's contact pages. A submitted form becomes a pipeline lead instantly and notifies your team.
Integrations
Funnel inquiries from platforms like WeddingWire and The Knot into your account, so every lead lives in one place.
Lead Holds
Place holds on dates, times, and spaces while prospects decide. Set hold deadlines with reminders to staff and leads before they expire.
Automations + Workflows
Set up notifications and triggers that automate your sales, booking, and follow-up processes — or start from our pre-built automations.
Central Email Inbox
Send and receive email with any contact in your account, and generate PDF attachments of lead and event details on the spot.
Email Address Integration
Connect your team's existing email addresses so every lead and client message funnels into one consolidated inbox. Never miss a message.
Email Templates
Build templates for the messages you send constantly, with data merge fields to personalize each one automatically.
Email Drip Sequences
Trigger email sequences manually or automatically — ideal for lead follow-ups and periodic outreach to past clients.
Appointment Scheduler
Set up calls, meetings, site visits, and walkthroughs on our online appointment and booking calendar.
Forms & Questionnaires
Collect information from leads and clients with custom online forms — sent as a link or completed in their client portal.
Dashboards & Reports
Track won/lost sales, new leads, and contact activity on your dashboards. Run filtered reports on leads, booked events, and email history.
Sales Tracking & Forecasting
Custom reports and dashboard modules show sales progress and performance on real-time data — so forecasts rest on facts.
