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seit 18 Jahren bei der Softwareauswahl

Planning Pod
Was ist Planning Pod?
Planning Pod ist eine Online-Software für Veranstaltungsortmanagement, die die Art und Weise der Verwaltung von Veranstaltungen, Buchungen, Kunden und Abrechnungen rationalisiert. Wird von Veranstaltungsorten jeder Größe verwendet. PC/Mac/mobilfreundlich.
Enthält Tools zum Verwalten von Vertriebs-CRM, Angeboten, Online-Verträgen und Signaturen, Rechnungsstellung und Zahlungen, Veranstaltungsgrundrissen und Layouts, Buchungskalendern, Aufgaben und mehr.
Mit Berichten und Dashboards bleibst du stets auf dem Laufenden. Integriere Dutzende Anwendungen wie Quickbooks, Xero, Salesforce. 14-tägige kostenlose Testversion.
Wer verwendet Planning Pod?
Die Lösung bedient mehrere vertikale Märkte in der Veranstaltungsbranche, einschließlich Veranstaltungsorten und Einrichtungen, Veranstaltungsmanagementfirmen, gemeinnützige Organisationen, Schulen/Universitäten und Firmenveranstaltungs-/Besprechungsplaner.
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Planning Pod
Bewertungen über Planning Pod

Best value for the most features
Vorteile:
Clean layout, easy to navigate. My staff likes it, but my clients will not use the features available to them because it is too confusing/complicated. Compared to other similar programs, I feel it has the most to offer for my staff's needs.
Nachteile:
Flexibility of PDF reports, on-screen reports, and customization. Also the calendar sync does not work properly, which makes it useless for scheduling appointments.
Antwort von Planning Pod
vor 7 Jahren
Thanks for your feedback, Heather. We do offer quite a few tools for all the aspects of managing events, but you can always limit the tools your clients see so that it's not so overwhelming for them. Also, we have recently enhanced all our PDF reports and dashboards. And I checked the electronic calendar syncing feature in your account and it is working fine now, so please let us know if you still have an issue with it.
In Betracht gezogene Alternativen:
THE solution for your FOOD TRUCK catering!
Vorteile:
The software is incredibly moldable to any caterers needs. As we are a wood fired pizza caterer, we bring our food truck on site to cook, but serve buffet style. Along with this, we have bartenders, servers, and other vendors to connect with on most any event. Being able to customize BEO's to each vendors needs is incredible. Being able to have everyone in one place is incredible. Being able to have all communications between multiple parties/family members/vendors all be linked to the one event they regard is timesaving! Being able to automate our reservation & final check in process is how we were able to DOUBLE OUR VOLUME this year. HANDS DOWN THE BEST!
Nachteile:
I have zero complaints. This product is fantastic. Even their customer support rocks!
The struggle is real!
Kommentare: Negative. The customer service reps seem to not know the platform very well, or will answer questions and tell you that you can or can not do something but forget to tell you what steps to take to do it, lastly the chat customer service reps will not provide any help to get you through the modules and tell you that you need to watch the videos and take the test or that you should email with any questions that you have.
Vorteile:
I like the ability to be able to have a platform to work from for each individual event and connect templates and forms to individual events.
Nachteile:
There are sooo many glitches that I couldn't actually get much work done because of the huge learning curve. There are pre-made templates that I was told would be able to be erased after I signed up and then after signing up for a paid membership was told that I would not be able to delete these pre-made templates. Under the invoices section, there is no clear way to delete an amount or invoice. Every time I send an email from the system it populates in my main planning pod "inbox" as a new email. I would love to be able to watch a module on this and the other issues that I'm dealing with but in order to learn anything through the academy videos you must watch the videos in the order they have set up and answer test with a score of 100% before you can move to the next module. This means if you don't need one of the features of the system and don't need to learn about it, you will still have to watch the video and take a test in order to get to the information that you do need to learn about.
Antwort von Planning Pod
vor 2 Jahren
We're sorry to hear your experience did not meet your expectations. Below we address your concerns: -We have not experienced any system issues/glitches -The email templates allow you to customize automated communications; they are required for notifications to work -The CRM tool will not replace your external email inbox. -Planning Pod Academy lays the groundwork for successful use of our platform; you were enrolled at your request, and the answers needed to pass knowledge checks are in the videos/text of each module and our Help Center. Chatting and insisting that our agents answer each question in the Academy course so you can bypass the learning modules defeats the very purpose of the learning process. -All of your support inquiries were answered promptly/accurately, including links to resources. -Our staff is knowledgeable about all functionality; you can always expect to competently assisted by an expert. We recognize we are not a fit for everyone and wish you the best!
In Betracht gezogene Alternativen:
The Lifeline of Our Business
Kommentare: We are so glad we stumbled upon this software when we did. I have used Dubsado, Honeybook, TripleSeat and done demos with a few others and none compare to Planning Pod. It had everything our organization was looking for- integrated invoices, proposals, calendar (syncs with Google), lead forms (integrates to our website), questionnaires and floor plans. We eliminated 3 other softwares we were using and streamlined it all into one. Our team uses it everyday and it is the lifeline of our business. The aesthetically pleasing BEO's, floor plans and timelines are printed and hung up on our bulletin board for every event! We are so glad this product exists!
Vorteile:
It is very user friendly and the onboarding was quick and easy. The support team at Planning Pod is quick to respond and friendly. We loved the communications feature that wasn't available on other platforms as well as the ability to use with multiple team members. The invoice feature is great as well as proposals. The floor plan feature is a game changer!
Nachteile:
I wish I would've found it sooner and didn't have to switch from my other software.
Planning Pod Review
Vorteile:
I like the proposal and invoice features the best.
Nachteile:
Planning pod doesn’t have a great floor building element.