This plan is perfect for Pros who need to manage leads, send documents (brochures, contracts, quotes, invoices), but don't require full project management features. It includes one project to help you run your business.
Who's it for?
Event Vendors: Entertainers (DJs, musicians), Hair & Makeup Artists, Wedding Officiants, Cake Designers, Photographers/Videographers, and more!
New Planners: Starting out and need a central lead management system? Begin with Essentials and upgrade as needed.
Established Planners: In a slower season? Use Essentials to generate and manage leads before upgrading.
Using Your One Project:
The Sales Essential plan offers one Project to help manage your business. Here are some ideas to get you started!
Task Management (Checklist): Collaborate and assign tasks.
Calendar: Track and manage payments and availability.
Timeline: Stay on track in meetings, for product launches, or styled shoots.
Design Studio: Share visuals and upload style guides.
Budget: Manage your yearly budget.
Notes: Store and share internal and client documents (SOPs, training materials, marketing collateral).
Customize It: Disable any unused features in Project Settings.
Share Your Tips! How do you use Aisle Planner's project features with your team? Join the conversation in our Facebook Group – We Are Aisle Planners!
Learn more about other plan options here.