Leads cool off while you are on-site
You are running an event, so email, calls, SMS, and form fills wait. By the time you reply, the couple or the company has booked the planner who answered first.
Event planning software for leads, bookings, and billing.
For an event planner who mainly needs proposals, deposits and billing, Workspace369 keeps the proposal, deposit and balance payments and a client portal on one client record, from $29 a month on Cadet. It has no seating charts or floor plans, which Aisle Planner covers; our guide to the best event planning software compares them.
Leads arrive from everywhere — email, calls, SMS, website forms — and the planner who responds with a professional proposal first usually wins the event. Workspace369 attaches every lead to the client record (calls and texts from Voyager), runs each event as a project, and keeps deposits and balances billing on schedule.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesInboxemail on every plan; texts, calls and voicemail from Voyager
Proposalsquotes, scheduling, and follow-up automations
Paymentsinvoices, payment plans, reminders, and reporting
Key facts
Event planning software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 6 steps, from "catch every lead in one inbox" to "keep corporate clients coming back".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Event planning software compared
The best event planning software depends on whether you need planning tools or client business tools. Aisle Planner ($49.99 to $229.99 a month) lists timelines, vendors, layouts and seating beside proposals and invoices. Workspace369 fits planners who mainly need proposals, deposits, a client portal and invoices from $29 a month, but it has no seating or floor plans. Planning Pod and Tripleseat fit venue-first work; Planning Pod publishes no price and Tripleseat starts at $375 per venue a month. HoneyBook and Dubsado cover contracts and payment flows.
| Tool | Price shown | Planning tools named | Client business layer | Main limit | Trial |
|---|---|---|---|---|---|
| Aisle Planner | $49.99 to $229.99 a month | Timelines, vendors, layouts, seating | Proposals, invoices, portal | Portal needs a project plan; project caps | 30 days, card required |
| Workspace369 | $29, $74 or $149 a month | Project stages and tasks only | Proposals by link, deposits, portal, invoices | No seating or floor plans; 1 seat on Cadet | 14 days, card required |
| HoneyBook | $29, $49 or $109 a month, billed yearly | Not listed | Contracts, invoices, portal | Starter has no automations | 30 days, no card |
| Dubsado | $335 or $525 a year | Not listed | Invoices, payment plans, portal | Starter has no public proposals | 21 days, no card |
| Planning Pod | Not stated | Floor plans, seating, vendors, budgets | Proposals, invoices, portal | No price; venue-first | Demo |
| Tripleseat | $375 per venue a month | Floor plans (package), BEOs | Proposals, payments, guest portal | Venue-focused | Demo |
Prices and limits from each vendor's official pricing page, checked October 15, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
What breaks inside an event planning business
Every event is replanned from scratch
Proposals, task lists, and timelines get copy-pasted from the last event and fixed in a rush. Nothing carries forward, so planning season means admin season.
Deposits and balances drift
Invoices are rebuilt per event, payments are chased by hand, and nobody can say what is outstanding without opening a spreadsheet.
Vendors and venues each keep their own thread
The caterer is on email, the venue is on text, the rental company wants a call. When a detail changes, the update reaches some of them, and the gap shows up on event day.
Repeat corporate clients start from zero
The company that booked last year's conference should be the easiest win of the year. Instead the contact, the requirements, and the billing history sit buried in old threads, so the repeat booking begins like a cold lead.
See the workspace your clients feel.
01
Scheduling that fills itself
Appointments, shoots, sessions, and follow-ups tied to the client record — with automated reminders arriving on time.
02
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How Workspace369 runs an event planning business
01
Catch every lead in one inbox
Email, texts, calls and voicemail land beside the client record, so you reply fast with full context — even from the venue floor. Email works on every plan; texts, calls and voicemail start on Voyager, and AI call summaries on Specialist.
02
Win the booking with fast proposals
Proposals and quotes go out from the client record, scheduling locks the date, and follow-up automations keep warm leads from going cold.
03
Run the event as a project
Tasks, timelines, and files keep every event organized, and the client portal keeps the client informed without extra status meetings.
04
Coordinate vendors and the day-of timeline
Vendor contacts, venue files, and the day-of schedule stay attached to the event project as tasks and files, so load-in times and handoffs live in one place the whole team can see — including on event day.
05
Bill deposits and balances on schedule
Invoices and payment plans bill deposits and balances automatically, automated reminders chase anything outstanding, and reporting shows the season's revenue.
06
Keep corporate clients coming back
Every event's proposals, files, and invoices stay on the client record, and recurring tasks and automations prompt the renewal conversation before the company starts planning its next event.
Event planning coverage
- It connects leads to bookings: shared inbox, proposals, scheduling, and automated follow-up in one client record.
- Projects and the client portal keep every event's tasks, files, and client visibility in one place.
- Invoices, payment plans, and automated reminders make deposits and balances predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesQuestions about event planning software
What is the best software for an event planning business?
For planners who want layouts and seating beside proposals and invoices, Aisle Planner is the strongest documented fit, at $49.99 to $229.99 a month. For a planner who mainly needs proposals, deposits, a client portal and invoices, Workspace369 starts at $29 a month on Cadet but has no seating or floor plans.
What is event planning software?
Event planning software runs the business side of a planning practice: leads, client records, proposals, projects, scheduling, invoices, payments, and reporting. Workspace369 connects all of it in one workspace. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
Does Workspace369 do floor plans or seating charts?
No. Workspace369 is not a floor-plan, seating-chart, or venue-layout tool. It runs the business side — leads, proposals, projects, portal, invoices, and payments — alongside the design and layout tools planners use.
Can clients follow along in a portal?
Yes. Clients see files, status, and invoices in a branded portal, which cuts the status-check messages your team answers daily.
Does Workspace369 handle deposits and payment plans?
Yes. Invoices with payment plans bill deposits and balances on schedule, with automated reminders for anything outstanding and reporting across events.
How much does Workspace369 cost for an event planning business?
Workspace369 offers five plans: Cadet at $29/month with 1 seat, Voyager at $74/month with 2 seats, Specialist at $149/month with 10 seats, Commander at $299/month with 20 seats, and Enterprise at $699/month with 50 seats. Proposals, projects, invoices, retainers, and the client portal are included from the $29/month plan, and extra seats are $10/month each from Voyager. A five-seat planning team fits on Specialist at $149/month, and annual billing takes roughly 20% off any plan.
Does Workspace369 work for recurring corporate clients?
Yes. A returning company keeps its full history — proposals, event projects, files, and invoices — on one client record, so the next event starts from context instead of a blank record. Recurring tasks and automations can prompt the renewal conversation before the next planning cycle.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
