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Book more events with customizable software for event sales teams

Our platform enables event sales managers and staff to collect leads more reliably, automate sales pipelines and email communications, and boost conversion rates with battle-tested event CRM tools.

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Why successful event sales professionals choose Planning Pod

Attract quality prospects with lead webforms

Build unlimited lead capture forms you can embed on your website and set them up to collect necessary information and automatically respond to prospects.

Create custom sales pipelines with automations

Our platform adapts to how you sell by providing customizable sales pipelines where you can track prospects through each step and set up automations based on specific triggers.

Optimize outreach with integrated email and sequences

No more juggling between email and your sales CRM. Planning Pod integrates with your existing email so you can monitor sales emails and set up email sequences for automated followup.

Create proposals and contracts on-the-fly

Set up unlimited proposal and contract templates so you can quickly create and send a new document or automatically create one based on a trigger. Use e-signatures to get fast approval on documents.

Get instant insights into sales performance

Create custom reports and dashboards so you can view sales and performance metrics at-a-glance and use seasonal data to develop cross-selling and upselling tactics.

How Planning Pod helps event sales teams overcome challenges

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Eliminate dropped leads and slow followup

Using lots of tools or manual processes to track leads can introduce costly oversights and mistakes. Our seamless sales CRM lets you seamlessly capture leads, send email sequences and manage your pipeline.

Shorten long sales cycles

Chasing down leads gives you less time to prospect and follow up with others. Our system was built to automate many lead tracking and outreach efforts so you can stay in front of prospects with less effort and close them faster.
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Accelerate document creation

Re-creating proposals and contracts, and making manual changes can be frustrating and time-consuming. Our tools let you create templates that you can quickly modify, send to prospects, and collect e-signatures.

Impress clients and exceed expectations

Increased competition and heightened client expectations make your job more difficult. That’s why we offer features to impress customers - like online client portals and to-scale floorplans - and to give you an advantage over competitors.
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What event sales staff have to say about Planning Pod

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Tools that make a real difference for event and catering sales staff

Explore All Features
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Lead Capture

Make it easy for prospects to reach out with custom lead capture forms you can embed on your website. Set up email autoresponders for form submissions
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Sales Pipelines

Build a sales pipeline with stages that match your funnel. Easily view prospects in each stage and use drag-and-drop functionality to move them.
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Automations and Workflows

Set up custom workflows, automations with triggers, email sequences and document templates to create seamless sales processes that save time.
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Proposals and Contracts

Easily create and send custom proposals and contracts from templates. Build out line item templates and catering menus.
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Communications

Send and receive emails using your current email address and organize emails by prospect. Integrates with most popular email providers.
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Custom Reports
and Dashboards

Get up-to-the-minute insights on sales revenues, close rates, billing and more with custom reports and at-a-glance dashboards.