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Automations and insights for smarter event management

Planning Pod streamlines and simplifies business processes

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Planning Pod streamlines and simplifies business processes

Challenge

Dealing with process bottlenecks?

Solution
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Create seamless electronic workflows

Challenges

Wasting time with manual processes?

Solutions
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Build a custom-tailored solution

Challenges

Struggling with follow ups and follow-through?

Solutions
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Set up email sequences and reminders

Challenges

Losing patience with inadequate reporting?

Solutions
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Build and share custom reports

Challenges

Learning about key details too late, if ever?

Solutions
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Access real-time, big-picture dashboards

What our automations and insights can do for you

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Create planning and document templates

Build customizable templates for proposals, contracts, invoices, catering menus, BEOs, task lists, budgets, checklists, timelines and more.

Create email templates

Write email templates for a variety of occasions or occurrences that may arise during the course of your events or daily business functions.

Set up sales pipeline

If you run an events business, you can customize your sales pipeline to assign leads to pipeline steps and monitor the progress of each lead.

Set up custom reports and sharing

Create unlimited summary or detail reports for a variety of data points, including sales, billing, event/space bookings, catering, budgeting, documentation and more. Share with stakeholders via URL links, PDFs and Excel downloads.

Create custom dashboards and sharing

Set up one or more dashboards and display multiple reports on each dashboard to view stats and charts for actionable insights. Then share them with other users and set reminders when they need to view them.

Create email sequences

Set up a sequence of email templates to be sent, a schedule for sending out those emails and automated triggers for when the sequence should start and end. For example, a sequence could start when a new lead is collected and end when a response is received.

Build event management workflows

Create single or multi-step automations based on triggers in your events (like an event being created, new room/space reservation, task due date, etc.) followed by an action (email template sent, document created, etc.).

Build sales and billing workflows

Create single or multi-step automations based on triggers in sales or invoices (like a new lead submission, proposal or contract signed, payment received, etc.) followed by an action (email sequence started, new event created, invoice created and sent, etc.).

Set up email/text notifications

Create single or multi-step automations based on triggers in sales or invoices (like a new lead submission, proposal or contract signed, payment received, etc.) followed by an action (email sequence started, new event created, invoice created and sent, etc.).

What our customers say

5.0 out of 5 stars

"This is the first time in my career I can manage my event bookings, customers, sales, operations and projects in one system. And the price is so reasonable for everything you get. Planning Pod is the only system you should be running."

 

Dianne Kohler

Camrose Exhibition Center
Events/Exhibition Center
5.0 out of 5 stars
"Planning Pod has helped us double our volume from last year! We cater a lot of all-inclusive weddings, and I have all my BEOs, vendors, email communications and event details in one place so I don't have to scramble to find those details."

Shannon Robles

Cascadia Pizza
Restaurant/Catering
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
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
5.0 out of 5 stars
“Planning Pod has really become the lifeline of our business. It’s a one stop shop for everything that we do. I’ve eliminated at least two softwares just by implementing it … and the system saves each of my staff about 5 hours per week. With Planning Pod, I get a lead and I can respond within the day, usually within an hour. And it keeps the whole chain of communication with clients all in one place.”

Andrea Vallencourt

Clay Theater
Wedding/Event Venue
5.0 out of 5 stars
“The most important thing with software is keeping it simple, and Planning Pod does that. It is very user friendly, and everything is there - invoicing, proposals, contracts, floorplans, BEOs, you name it. It keeps a record of everything so I can quickly find how much someone has paid me or when an event is booked. And it's so convenient that leads come directly from our site into our account so I can quickly reach out to them.”

Olivia Keefe

Hotel Salem
Hotel/Catering
5.0 out of 5 stars
“Before Planning Pod, we were using a hodgepodge of emails, spreadsheets and software that was just eating up time, and that doesn't bring in revenue. But when I started with Planning Pod and realized what I could do with it, I wanted to know more. Now I’m loving it every day. And I have the ability to control and really customize the features and workflows to fit my needs. I feel like Planning Pod has really helped us in making sure that our process is streamlined throughout our team.”

Michelle Sanabria

Hidden Barn Venue
Event/Wedding Venue
5.0 out of 5 stars
"Great for organizing and centralizing all notes and details, including contracts, payments, etc., such that everything is easily accessible to all office staff. Both sales and event management staff use the software extensively. We particularly appreciate the responsiveness by support."

Tad Emptage

Cirque-Tacular Entertainment
Event Planning/Production
5.0 out of 5 stars
"Keeping abreast of our event schedule. It is helpful to see this in a list form as well as a calendar form."

Whitney Tatum

Eventures Inc.
5.0 out of 5 stars
"Planning Pod is a great tool in assisting us with running our event center! We love the home page and event dashboards, which keep us on track throughout the event process. We also love the activity log so we can view the date and time that clients receive emails and make changes."

Deidre Jackson

Noble Event Center
Event Venue/Space
5.0 out of 5 stars
"Floorplans!!! So incredibly useful. I also love being able to invoice and send contracts through Planning Pod."

Noelle Davis

Skyline and Co.
Event Venues/Multiple Locations
5.0 out of 5 stars
"I love Planning Pod's floor plans and all their event management tools. They're very useful for both internal and external events for our organization and event clients."

Shelby Kirkes

Oklahoma City Dodgers
Stadium/Arena/Sports Franchise
5.0 out of 5 stars
"There isn’t a longer business relationship I have had in my career than my relationship with Planning Pod. I have been a customer since 2011, and Planning Pod is the CRM tool that covers all of the bases. It definitely helps me be a better event planner for my clients!"

Shaun Gray

Shaun Gray Events
Event/Wedding Planning
5.0 out of 5 stars
“I’ve been able to get back a full day a week because of Planning Pod. It does everything that I previously needed 15 different tools to accomplish. Being able to open one program and have everything there helps so much, and I can do it from anywhere, anytime. I love that me and my team can access many tools in one place - like calendars, contracts, payments and floor plan layouts - to stay on track.”

Laura Motes

Barber Motorsports Museum
Museum/Sporting Venue
5.0 out of 5 stars
"It makes sure our events and planning staff are always up to date, including things like files, proposals and invoices."

Tullen Burns

Clemson University
School/University
4.75 out of 5 stars
"Planning Pod has completely streamlined our process of fielding reservation inquiries, booking events and invoicing customers. The software has everything we need with tremendous ease of access and excellent customer service. "

Lisa Hardwick

Deed Foundation
Nonprofit/Charity
5.0 out of 5 stars
"We opened a year ago, and since the very beginning, Planning Pod has been at the heart of how we operate. It helps us with every aspect of venue management. Calendars, lead pipelines, client communication, floorplan design, and online payments. The one feature I can’t live without? Planning Pod’s great client support. The team responds promptly, issues are resolved quickly, with clear updates every step of the way. Thank you Planning Pod for helping us shine!"

Christine Campbell

Avenue Portland
Event Venue/Space
5.0 out of 5 stars
“We absolutely love using the Planning Pod software. Since transitioning from our previous property management system, it has significantly improved our engagement with both current and potential clients. Our favorite feature is the lead pipeline; it provides an easy, at-a-glance view of where our clients are in the booking process, which has been incredibly helpful. The team at Planning Pod is always willing to assist, as they have been an absolute pleasure to work with. Thank you for creating such a valuable tool!”

Carrie Petroski

Tavares Pavilion
Government/Municipality
5.0 out of 5 stars
“I'm loving the new reporting tools! I've been playing with them almost nonstop since they were launched! In fact, I've created too many reports and need to cull the list a bit.”

David Grantz

Seaford Historical Society
Museum/Cultural Center
4.75 out of 5 stars

“We love how the system makes it an easy transition from proposal to invoice, and we really like the added features for collecting contract signatures online.”

Roxanne Kopelcheck

Rusty Rail Brewing
Brewery

The complete automations and insights suite

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Automations

Automate key steps, procedures and tasks in your internal processes to save time and curtail mistakes and oversights.

  • Workflows with Triggers
  • Email Sequences
  • Email/Text Notifications
  • Sales Pipelines
  • Custom Templates
Illustration of reports, comparisons, percentages, etc.

Reports and Dashboards

Get real-time insights through the entire event lifecycle and gain clarity into your event and business data with customizable reporting.

  • Custom Reports with Filters
  • At-a-Glance Dashboards
  • Sharable PDFs and Excel Files
  • Scheduled Reminders
  • User Permissions

Related Use Cases

Customers who use our venue management tools are also interested in:

Get started today with our automations and insights for event and venue businesses

FAQs

How can I use event management software to automate workflows and reduce manual tasks?

With Planning Pod, you can create seamless electronic workflows with event management software. By setting up custom triggers, you can automate actions like document creation, sending notifications, and changing event statuses, which ensures consistent, smooth processes and eliminates the time wasted on manual, repetitive tasks.

What are the benefits of using customized templates and automations in my event business?

Building a custom-tailored solution with templates and automations simplifies critical tasks and documentation that comes with the territory of running an event-based business. This approach minimizes repetition and maximizes your time, allowing you to streamline processes and get more done with fewer resources.

Can event and venue management software help with automated lead follow-up and client communication?

Yes! At least, ours can! With features for email templates and sequences, you can automatically follow up with leads and keep clients, vendors, and other stakeholders in the loop. Automated email and text reminders also ensure consistent communication and prevent dropped leads or missed follow-ups.

What kind of reporting and data insights can I get from event management software?

Planning Pod provides comprehensive reporting tools and analytics. You can build and share custom reports for various metrics, and also create real-time, big-picture dashboards with at-a-glance graphs and summaries. This gives you (and any event stakeholders) a current view of critical data points for valuable insights into your events and operations.

How can I improve event operations and increase revenue using data and insights?

By accessing real-time dashboards and building custom reports that give you the data you need at a glance, you can stop "flying blind" with your event business. The ability to monitor key performance indicators (KPIs) and metrics allows you to track progress, fix issues before they become serious, and identify opportunities to improve operations and boost revenues.

How do I overcome process bottlenecks and lack of standardization in event management?

Planning Pod's solutions help you create seamless electronic workflows. By setting up triggers for automated actions, you can ensure consistent processes and eliminate the bottlenecks that result from bad handoffs, neglected responsibilities, and undocumented, multi-step procedures.

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