Event Planning Software | Planner CRM, Proposals & Timelines

Event planning software with a lead CRM, branded proposals, e-signature contracts, deposits, run-of-show timelines, vendor coordination and a client portal. Try it free.

Built for planners: nurture leads with follow-up tasks and reminders, send branded proposals with selectable packages and add-ons, collect signatures and deposits, build run-of-show timelines, coordinate vendors and staff, and give every client a single portal for forms, documents and payments.

Features

Use Cases

Wedding & social planners

Move leads from inquiry to booked with follow-up tasks, reminders and a full activity history.

Corporate event planning

Send branded proposals with tiered packages, capture signatures, and bill on a payment schedule.

Day-of coordination

Build run-of-show timelines and assign vendors, staff and tasks with clear owners and times.

Client communication

One portal for planning forms, documents, timeline approvals and payment history.

Frequently Asked Questions

Can I bill in installments?

Yes. Set a deposit at signing and schedule the remaining balance payments, all paid online.

Can vendors access the event?

Yes. Vendors can be added to an event and given portal access to the timeline and documents they need.

Does it include reporting?

Yes. See pipeline value and conversion, booked revenue by month, outstanding balances and staff hours.

Can I add marketing services?

Yes. Our done-for-you blog and social media services can be attached to the same subscription.

Pricing

Starting at $199.99/month

+ $7/user/month

Get Started