“I used to track vendor deadlines in a spreadsheet and client payments in another app. Agiled puts everything in one place — I can see my entire event pipeline and know exactly where every dollar is.”
LH
Lauren Hayes
Owner, Hayes Events Co.
For Event Planners
Business Management Software for Event Planners
Event planning business management software that keeps your clients, timelines, vendors, and invoices in one place. From venue scouting to final vendor payment, nothing slips through the cracks.
No credit card requiredFree 14-day trial
Event coordination & timelines
Vendor deadlines, setup schedules, and team tasks get lost in group chats and email threads.
Organize every event as a project with clear task assignments, deadlines, and progress tracking. Keep your team and vendors aligned from planning to teardown.
Invoicing & vendor payments
Chasing deposits, tracking partial payments, and reconciling vendor costs eats up hours every week.
Send branded invoices, track deposits and balances, and see exactly what's been paid — all from one dashboard.
Venue tours & consultations
Scheduling venue tours, tastings, and client consultations involves endless email chains with multiple parties.
Let clients self-book consultations and venue tours from your availability calendar. Sync with your schedule so there's never a conflict.
Event proposals & estimates
Building detailed event proposals with venue, catering, and vendor line items is tedious and error-prone.
Create itemized event proposals with vendor costs, service fees, and package breakdowns. Send for client approval and convert into projects and invoices instantly.
Client event portal
Clients constantly message asking about event timelines, vendor confirmations, and payment balances.
Give every client a portal to view their event timeline, approve vendor choices, track decisions, and pay invoices — without back-and-forth messages.
Event workflow automation
Sending confirmation emails, vendor reminders, and payment follow-ups manually for every event is exhausting.
Automate post-booking confirmations, vendor deadline reminders, and payment follow-ups. Keep events running smoothly without manual admin.
How it works
A day with Agiled for your event planning business
See how Agiled fits into the workflows you run every day.
1
Inquiry captured in pipeline
A new deal appears when a prospect fills out your inquiry form or sends an email.
2
Consultation scheduled
The prospect books a consultation from your availability calendar — no back-and-forth.
3
Proposal sent with line items
Build an itemized event proposal with venue, catering, and vendor costs. Send for approval.
4
Contract signed and deposit collected
The event contract goes out for e-signature and the deposit invoice is paid through the portal.
5
Event project created
A project is generated with your standard event timeline, vendor tasks, and team assignments.
Done
Built for event planners
Everything you need from inquiry to wrap-up
Agiled gives event professionals a single platform for client management, event coordination, and financial tracking.
Booking pipeline
Track every inquiry, consultation, and proposal in a visual pipeline. Know exactly where each potential event stands.
Event project boards
Break each event into tasks with deadlines, assignees, and checklists. Keep your team and vendors on the same page.
Client portal
Give clients a dedicated space to view timelines, approve decisions, and pay invoices without endless email chains.
Invoicing & deposits
Send professional invoices, collect deposits, and track partial payments. See your cash flow at a glance.
Vendor coordination
Manage vendor contacts, contracts, and payment schedules alongside your event projects.
Automated reminders
Set follow-up reminders for leads, payment due dates, and task deadlines so nothing falls through the cracks.
Event proposals
Build itemized proposals with vendor costs and package pricing. Convert approved proposals into live projects.
Consultation scheduling
Let clients book venue tours, tastings, and planning sessions directly from your calendar availability.
Workflow automation
Automate post-booking confirmations, vendor deadline alerts, and payment reminders for every event.
Testimonials
Trusted by event planners who value their time.
“The client portal is a game-changer. Couples can see their timeline, approve vendor choices, and pay deposits without emailing me twenty times. It cut my admin time in half.”
MS
Miguel Santos
Lead Planner, Santos Celebrations
“We were juggling Airtable, HoneyBook, and Google Sheets. Agiled replaced all three and my team actually enjoys using it because everything is connected.”
RK
Rachael Kim
Founder, Luxe Event Studio
Integrations
Works with the tools you already use.
Keep your vendor tools and calendars while Agiled handles the business side of event planning.
Google CalendarZoomStripeQuickBooksGmailZapierGoogle DriveOutlookSlack+100 more
FAQ
Common questions about Agiled for Event Planners
Absolutely. Each event becomes its own project with dedicated task boards, timelines, and budgets. Switch between events instantly from your dashboard.
Yes. You can create invoices for deposits, progress payments, and final balances. Track partial payments and outstanding amounts from one screen.
Yes. The client portal lets clients view project timelines, approve items, upload files, and pay invoices — reducing back-and-forth emails.
Agiled works for solo planners and growing teams alike. Start with what you need and add team members as your business grows.
Visual project boards and task deadlines give you a clear overview of all your upcoming commitments. Combined with automated reminders, you always know what's due and when.
Yes. Use the finance module to track both incoming payments from clients and outgoing expenses to vendors, so you always know your true margins.
Ready to plan events without the chaos?
Agiled brings your bookings, event timelines, and finances into one place. Start free.
No credit card requiredFree 14-day trialCancel anytime