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Automate processes, boost revenue and manage clients 

Project Management

Streamline workflows, enhance team collaboration, improve customer service, and know that nothing will fall through the cracks.
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Appointment Calendar & Scheduling

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Task Manager

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File Sharing

Checklists

Checklists

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Call Logging

5.0 out of 5 stars

"Choosing Planning Pod has proven to be an excellent decision for our university team. It provides seamless collaboration tools and communication features that keep our team connected and organized, making it simple to assign tasks, share documents and track progress in real time."

Ines Cooper
Florida Gulf Coast University
School/University

Communications and Collaboration

A centralized hub for all business communication, collaboration, and correspondence.
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Email with Central Inbox

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Online Client Portals

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Webforms and Surveys

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Vision Boards

5.0 out of 5 stars
"Planning Pod is a game-changer for me. Sales are completed within hours instead of days (even minutes sometimes) and it takes two clicks to send a proposal for signature. It saves us at least an entire salary."
John Norton
The Coonamessett
Hotel/Lodging

Customer Management (CRM)

Nurture and convert more leads into loyal customers with intuitive tools that provide a personal touch without breaking your back.
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Lead Management

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Lead Intake Webforms

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Pipeline Automations

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Proposals with eSignatures

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Contact Manager

5.0 out of 5 stars
"Planning Pod is a game-changer for me. Sales are completed within hours instead of days (even minutes sometimes) and it takes two clicks to send a proposal for signature. It saves us at least an entire salary."
John Norton
The Coonamessett
Hotel/Lodging

Business Operations

Essential tools that streamline day-to-day operations, billing, and embedded insurance coverage for your event clients.
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Contracts and eSignatures

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Invoices and Installments

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Payment Processing

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Event Insurance

5.0 out of 5 stars
“We started using Planning Pod to improve our facility rental management and our client experience. We can't live without it! It has improved every aspect of our business and has brought us fully into the digital age.”
Tess Mize
Virginia Museum of Contemporary Art
Museum/Gallery

Venue and Catering Management

Seamlessly manage venues, event spaces and catering.
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Booking/Reservation Calendar

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Floor Plans and Space Layouts

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Food-and-Beverage Management

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Equipment Management

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Banquet Event Orders

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Tour Scheduling

5.0 out of 5 stars
"Planning Pod is a game-changer for me. Sales are completed within hours instead of days (even minutes sometimes) and it takes two clicks to send a proposal for signature. It saves us at least an entire salary."
John Norton
The Coonamessett
Hotel/Lodging

Event Planning and Management

Manage every event detail, vendor and attendee in one place.
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Timelines and Schedules

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Budget Management

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Registration and Ticketing

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Event Webpages

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Attendee Management and Check-in

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Vendor Management

5.0 out of 5 stars
"Planning Pod has been a game changer for me and my clients. It’s made creating and producing beautiful weddings and events seamless and highly organized. I’d be lost without it, and I cannot recommend it enough."
Kim Peace Hill
Fancy Pants Events and Design
Event/Wedding Planning

Automations and Insights

Optimize how you work and achieve your business goals.
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Workflows and Triggers

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At-a-Glance Dashboards

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Custom Reporting

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Reminders and Notifications

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Custom and Pre-Built Templates

5.0 out of 5 stars
"Planning Pod really is an all-in-one tool for planners and venues. It intuitively thinks about the things you may not be thinking of because there is already so much built into it."
Brandee Garr
Blush by Brandee Gaar
Event/Wedding Planning

Integrate seamlessly with other popular platforms

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Connect your business email accounts

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Integrate your payment processing

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Offer embedded liability and cancellation insurance

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Connect to your QuickBooks Online account

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Integrate your Wedding Pro leads

FAQs

Which event management tools are right for my organization?

The best event management software tools for you depend on your needs, but the most popular and user-friendly tools fall into the following categories:

  • Event planning tools for tasks, timelines, budgets, event registration, floor plans and vendor and attendee management.
  • Event business tools for managing sales, proposals, billing, payment processing and booking calendars.
  • Event customer management tools for client portals, email communications, contact management, client collaboration and customer support.
  • Food-and-beverage tools for managing food item details, menus, catering orders and banquet event orders.
  • Event marketing tools for event websites, social media posting, email marketing and event apps.

Does Planning Pod support secure online payments and multiple payment gateways?

Absolutely! We understand how crucial secure payments are. We've partnered with reputable payment processors like Stripe and Square to ensure that you can effortlessly collect online payments via credit cards, debit cards, and ACH. This means faster payouts for your invoices and event registrations. Planning Pod itself is Level 4 PCI compliant, and our payment partners are Level 1 PCI compliant, so you can rest easy knowing your customers' payment details are safe and sound. Our platform also offers flexible payment options, allowing you to accept payments in-person, online, or over the phone, and even set up automated payment installments and reminders.

Can Planning Pod handle events of various sizes, from small to large, and manage multiple events simultaneously?

Yes, Planning Pod is designed to be a versatile powerhouse for events of all shapes and sizes! Whether you’re orchestrating an intimate gathering or a massive conference, our comprehensive suite of over 40 tools can help you manage hundreds of event details in real-time. The platform is built to help you track multiple events at once, providing centralized solutions so all your event information is easily accessible.

Is Planning Pod scalable for future growth and increasing attendee volumes?

Planning Pod is built with event business scalability at its core. As your organization flourishes and your attendee numbers climb, the platform can grow with you indefinitely. Its user interface focuses on helping you handle increased details and deadlines efficiently, streamlining workflows, and keeping everyone on your team organized. You can confidently plan for future growth knowing our tools can keep pace.

What kind of real-time analytics and reporting capabilities does Planning Pod offer?

Planning Pod offers robust, customizable reporting and analytics features to give you a clear 360-degree view of your events and business performance. You’ll find:

  • Customizable/Shareable Reports: Our updated reporting engine lets you pull highly customized reports on virtually anything, with over 25 data points to choose from. You can create your own reports from scratch or use pre-built templates, and easily share your reports with your team or external stakeholders. You can download printable versions or email a URL link for live updates.
  • Customizable Dashboards: At-a-glance dashboards with everything you need to see (and nothing you don’t) provide quick insights into key metrics, including recent ticketing activity, current headcounts, won/lost sales, and new leads.
  • Detailed Metrics: Track financial reports, food & beverage details, booking activity, user activity logs, and more. You can even filter reports by timeframe, item status, and tags.
  • Robust Sales Analytics: Gain valuable insights into your sales performance and track growth over periods, quarters, or years.

These features help you make data-driven business decisions and keep everyone informed without breaking your back.