Aisle Planner logo

Aisle Planner

by Aisle Planner Inc. · Since 2013
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ActiveAvailable globallyCloud
Quick facts
VendorAisle Planner Inc.
Year launched2013
StatusActive
Location444 S Cedros Ave., Suite 190, Solana Beach, California 92075, US
Countries servedGlobal
Languages1
Integrations
Free tier
Free trialYES
Contact sales

About Aisle Planner

Aisle Planner is a project management software from Aisle Planner Inc. designed for event professionals. It combines sales project management, payments, and project management tools to help manage events efficiently. This platform also includes features like Pro Blog and Pro Newsletter, which keep users informed and engaged with current industry trends. Aisle Planner allows event planners to simplify their workflow and improve communication with clients and vendors, ensuring no detail is overlooked. Key capabilities: sales project management payments project management Pro Blog Pro Newsletter Best for: event professionals that need comprehensive tools for managing events and client interactions.

Aisle Planner by Aisle Planner Inc. is a comprehensive business management software tailored specifically for event professionals, including wedding planners, florists, photographers, and venue managers. Its primary purpose is to streamline the entire client lifecycle—from lead generation and booking to project execution and payment processing—within a single, elegant platform. Key features include lead management, customizable workflows, project planning tools, client collaboration portals, and secure payment integration via Stripe. The user interface is one of Aisle Planner’s strongest assets. It boasts a clean, modern design with intuitive navigation that makes it easy for users to toggle between leads, projects, calendars, and invoices. The dashboard is customizable, allowing professionals to tailor their workspace to match their branding and workflow preferences. The design studio and style guide builder are particularly useful for creative professionals who want to visually communicate ideas with clients. Functionality is robust and well-integrated. Users can manage proposals, contracts, timelines, checklists, budgets, and vendor contacts all in one place. The platform also supports e-signatures, automated reminders, and real-time collaboration through client portals.

Pros & Cons

What users like
  • +All-in-one event management platform combining lead tracking, contracts, payments, and planning tools in a single, unified system.
  • +Delivers a professional client experience through branded portals and polished, customizable documents that enhance brand credibility.
  • +Highly customizable tools like checklists and budgets adapt seamlessly to different event types, from weddings to corporate functions.
  • +Robust collaboration options with flexible permission settings for teams, clients, and external partners.
  • +Advanced CAD-style seating and layout designer ideal for planning complex events with precision and detail.
What users flag
  • Pricing structure is project-based, which can become costly for businesses managing a large number of clients.
  • Credit card and ACH payments incur processing fees that add to overall operating expenses.
  • Extensive toolset may present a learning curve for new or solo users unfamiliar with advanced event software.
  • Platform is primarily optimized for US-based users, including pricing in USD and integrated payment options.
  • Limited direct integrations with industry-specific tools, relying mainly on Zapier for third-party connectivity.

Features

Key features

Lead Management & Sales Tools
A customizable CRM to gather leads, create branded proposals, quotes, and contracts, and track the sales pipeline.
Integrated Payments & E-Signature
Includes embedded, secure payment processing (through Wedpay/Stripe) and e-signature capture to close sales and get paid quickly.
Client Collaboration Portal
A central "source of truth" to invite clients and partners, where users can control access settings for seamless, real-time collaboration.
CAD-Based Layout & Seating Tool
Allows users to create detailed, to-scale floor plans, manage seating charts, and design tablescapes.
Guest List & RSVP Management
A comprehensive tool to collect guest addresses, manage RSVPs, track meal choices, and generate reports.

Additional features

Custom Contact Forms
Easily embed forms on your website to capture leads, collect client inquiries, and track responses directly within the system.
Digital Brochures/Proposals
Design and share branded digital proposals that highlight services, pricing, and visuals to impress potential clients and close deals faster.
Quotes & Invoicing
Create professional quotes and invoices with automatic calculations, tax options, and secure online payment links for seamless client transactions.
Custom Branding
Personalize your platform by adding company logos, brand colors, and fonts to maintain a consistent and professional client experience.
Checklist & Task Management
Build detailed to-do lists, assign responsibilities, and track project progress with customizable templates for different event types.
Master & Project Calendar
Centralize all event timelines, deadlines, and appointments in one shared calendar for improved scheduling and time management.
Budget Tracker
Track budgets in real time by comparing estimated costs against actual expenses while monitoring due payments and profit margins.
Vendor Manager
Maintain a comprehensive database of vendors, including contacts, pricing, contracts, and performance notes for efficient supplier management.
Design Studio
Organize creative assets like photos, PDFs, and mood boards in one workspace to visualize design concepts and share with clients.
Notes Tool
Capture and organize venue details, meeting minutes, and brainstorming ideas in a searchable note system accessible to the whole team.
Client Login & Access Control
Offer clients a secure portal with permission-based access to project details, updates, and shared documents anytime.
Internal Team Communications
Streamline collaboration by allowing team members to assign tasks, exchange messages, and manage workflow in real time.
AP Connect
Integrate third-party applications, emails, and calendars seamlessly to automate workflow and improve synchronization across platforms.
Scheduling Assistant
Simplify appointment coordination by sharing custom scheduling links, reducing back-and-forth emails with clients and vendors.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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