Planning Pod

"Planning Pod has helped me keep my head on straight as my business grows, and has helped me improve my processes. I am able to keep all of my files, contacts, numbers and contracts in one place, and my clients love having access to things 24/7. I had originally been using DropBox to store everything, but Planning Pod takes it to the next level! No longer do I have to send links, scan contracts, keep my contact list in Excel, or hope my clients remember appointments and due dates. Planning Pod gives me the online storage I need, all in one place, and then automates my life - saving me time, and making me look more professional. Additionally, I've been able to forego keeping binders for each client, and just take my tablet with me wherever I go! No more shelling out money for tons of binders, dividers, tons of printer ink, and paper."

"We absolutely love Planning Pod! It creates a collaborative environment that allows our clients and vendors to share information with us, so we are always updated on the latest changes and updates. The website templates allow you to create an event site you can use to track RSVPs and provide event information to your clients' guests. They are always implementing new features and services, like a the ability to create awesome floor plan layouts and invoicing services. There isn't anything you can't do with Planning Pod. We couldn't run our planning business without this service."

"Organizing and centralizing all notes and details, including contracts, payment, etc., such that everything is accessible to all office staff."