What is Aisle Planner?
Aisle Planner provides event professionals with a comprehensive platform that integrates sales management, project planning, and collaboration features into a single solution. The software includes customizable CRM tools for lead management, branded proposals, contracts, and secure payment processing to streamline client acquisition and conversion.
The platform enables seamless transition from sales to planning with project management tools for timelines, CAD-based layouts, vendor management, budgets, and resource organization. Real-time collaboration features allow teams, clients, and partners to work together with customizable permissions and automated task assignments, creating a centralized source of truth for all event details.
Features
- Sales Management: Customizable CRM with lead organization, branded proposals, quotes, contracts, e-signature capture, and secure payment processing
- Event Planning: Project management tools including timelines, CAD-based layouts, vendor management, budgets, and comprehensive project notebooks
- Collaboration: Client-facing portal with permission settings, real-time access to information, automated task assignments, and in-platform communications
- Business Management: Internal team communications, task assignment, document storage, sharing, and integrated calendar syncing
Use Cases
- Managing event planning projects from initial client contact through event execution
- Streamlining sales processes for event businesses with lead management and payment processing
- Collaborating with clients and partners on event details in a centralized platform
- Organizing vendor relationships, budgets, and timelines for weddings and corporate events
