-
-
Key features
-
© 2025 Copyright Planning Pod. All Rights Reserved.
Create unlimited email templates for a variety of situations as well as custom templates for floor plans, documents and forms/surveys.
Build out sequences of email messages that are triggered by an action and scheduled to send until a reply is received. Great for following up with leads or event stakeholders.
Use our CRM tools to add and update contact information for anyone you communicate with - leads, clients, staff, vendors, contractors, stakeholders and volunteers.
Send and receive emails from inside your Planning Pod account, where you and your team can view and track event-related emails to all team members in the same central inbox.
Give your clients access to a client portal where they can view and sign documents, make payments, respond to forms and collaborate on vision boards and floor plans
Share and categorize images and ideas back and forth with clients. Great for brainstorming on event design, decor/floral, rentals and food-and-beverage options.
Send document links to proposals, contracts, invoices and BEOs for clients to review and sign. Or share documents and other files directly with clients inside the client portal.
"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."
“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.”
Keep your clients close and your team and stakeholders dialed in during the entire event lifecycle with our user-friendly tools.
Transform how you work with clients and stakeholders, share critical information and create amazing experiences.
Event management software like Planning Pod can centralize your interactions by consolidating all event-related emails and messages into a single, accessible location through integrations with your email accounts. This ensures team members stay informed and no details are overlooked, preventing misplaced messages and notes.
A key feature of effective event management software is definitely a single, centralized inbox that integrates with your existing email. This allows your team to send and receive messages with their current email addresses while seeing all event-related messages in one place, eliminating the challenge of scattered inboxes.
Through an online client portal, Planning Pod can give your clients 24/7 access to event details. This allows them to track progress, view and sign documents, and even make payments independently, reducing the need for constant updates and back-and-forth communication.
Planning Pod’s event management software offers automated email and text communications. You can set up automated email sequences for leads and automated reminders for clients and stakeholders, which takes the burden of manual follow-up off your shoulders and ensures timely communication.
With an online document-sharing feature, you can offer clients a centralized platform to review and approve documents on their own schedule. You can also set up automated reminders to prompt them when necessary, which helps move the process forward without constant nagging.
To meet client expectations and increase their involvement, look for an event software with features like online vision boards, event floor plans, and surveys. These are tools that allow clients and stakeholders to easily share visuals, ideas, and feedback, enriching the creative process.
Yes! By centralizing all interactions and ensuring timely communication through automated reminders and a single inbox, Planning Pod helps you stay on top of all event-related details. This prevents missed connections and keeps clients informed, leading to better relationships and more satisfied customers.
© 2025 Copyright Planning Pod. All Rights Reserved.