Clients and leads
A real pipeline from first enquiry to signed contract. Every conversation, file and decision stays attached to the client it belongs to.
Clients, timelines, vendors, contracts, budgets, guest lists, seating and a branded portal. Built by working planners, for the way events are actually run.
A season is won in the seams between your tools, not inside any single one of them.
The guest sees one seamless evening. You see the systems that had to agree to produce it. Vision gets them agreeing.
Each module is useful alone and better together, because they share one record of every client and every event.
A real pipeline from first enquiry to signed contract. Every conversation, file and decision stays attached to the client it belongs to.
A white-labelled space where clients follow progress, sign, pay, complete forms and message your team under your name.
Build the run of show once. Share the right slice with the florist, the band and the couple, and keep every version in sync.
Request quotes from the vendors you trust, compare the answers side by side, and book without losing the paper trail.
Generate contracts for e-signature, send invoices with online payment, and watch every category against the budget as it moves.
Collect RSVPs, track dietary needs and design the room. Seating layouts live next to the guest list that feeds them.
Timelines, vendors, paperwork and permissions share one workspace, so when something shifts on the day everyone who needs to know already does.

Your logo, your colors, your voice. The portal carries your brand from the first invitation to the final invoice, so the experience feels like your business and nothing else.
Roles decide what each person can open, edit or never see. Set it once for the team and it holds across every module.
Edit the run of show and update tasks without ever opening a budget or a contract.
Upload files, tidy the guest list and manage forms without seeing a single invoice.
Open shared documents and sign what is sent to them. Internal notes stay internal, always.
Receive only the schedule slice and details they need to deliver, nothing more.
Timeline in one app, budget in another, contracts in a third
Clients chase you by email for every update
Vendors receive the whole schedule or none of it
Access is all or nothing
Nothing carries over from one event to the next
Every event gets its own space for timeline, tasks, files and money.
Your logo and colors across everything a client touches.
Invite staff and assistants with exactly the access they need.
Timelines, contracts and forms you can start from again.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events