CRM Review – Planning Pod

Planning Pod

This CRM Review examines Planning Pod.

In-Depth CRM Review

Planning Pod

Planning Pod
9457 South University
Suite 314
Highlands Ranch, CO 80126-4976


Toll Free:    (877) 266-3885


CRM Category: Sales Management Support – Cloud
Sub-Category: Project Management
Seats: Small/Medium Business


About the Company:

Before we ever dreamed of building online software for creative professionals, we ran a small marketing and branding agency in Denver, CO. In fact, we still run it in our “spare” time, mainly because the advertising business is as much an addiction as it is a profession.

Since we started our agency in 2001, we were always looking for tools to help us be more efficient and productive. Okay, that’s not the entire truth. We also hate the busywork required to run a business, and we wanted something that would take some of that crap off our plate. I mean, who really likes compiling timesheets, keeping track of your books or creating proposal after proposal?

We scoured the Web for something that would lighten our load. We found a few enterprise ad agency software platforms, but we’re three guys who barely have enough time to do our billing every month, and we collectively have the patience of a spoiled toddler. There’s no way we would spend more than 2 hours trying to figure out some convoluted piece of software built for big agencies.

So we made due with a dozen or so apps and software programs that sort of saved us time and sort of made us more productive. To be honest, I’m not sure juggling a dozen productivity and business applications every day really saves that much time; it almost seems like more work, not less.

Hence our desire to have an online app that pulls lots of important functions together into one convenient place. It seemed that nobody had yet grasped what a small creative firm or freelancer needs to run their business; thus we decided to build a tool ourselves.

So we went to work … 2,263 cups of coffee and tea, 5,947 hours, 23,131 lines of code and countless headslaps later, and Planning Pod was born. We released a beta version in April 2012, launched our first major update in March 2013 and continue to make upgrades and improvements based on our customers’ input and feedback.

Now we use Planning Pod every day to run our creative business, and we hope you join us in using it to run yours.

About the Product:

Built for creative firms and solo professionals

With our easy-to-use tools, boutique ad agencies, marketing & design firms, web development shops and freelance designers and programmers are simplifying how they interact with clients and stay organized. Try our app and see why your creative peers rely on Planning Pod every day.

To-Do’s Manager

A more efficient way to track and assign tasks

Any decent task manager gives you tools to create to-do’s, set due dates, assign them to people and include notes. Ours improves on the basics by simplifying how you organize your to-do’s, view them, change them and get notified about them.


Keep every project on budget

Nobody likes surprises when it comes to budgets. Our app gives you complete control over tracking the budgeted cost, actual cost, paid to date and balance due for each line item. You can add multiple payments for each item and track against an overall budgeted amount.

Time Tracking

Account for every billable minute

For most creative firms, time counting comes before money counting. Our tools give you and your staff a place to track time for every project, and they also simplify pulling time entries into invoices so you can quickly convert time into revenues.


A familiar, fluid way to stay on schedule

Yes, you can manage all your appointments and events here. Set email and text reminders for yourself. Invite other people to events. Create additional, color-coded calendars. Use drag-and-drop to move events. Our e-calendar also lets you import files from other e-calendars (including Google, iCal, Yahoo! and Outlook) in a few clicks. It’s a calendar with added convenience.

File Sharing

Securely store and share all types of files

You can upload multiple files and documents for each project, and our system also tracks different versions of the same file using date and time stamps. Accepted file types include .pdf, .zip, .png, .tif, .jpg, .gif, .mov, .eps, .psd, .ai, .html, .xls, .xlsx, .doc, .docx, .ppt, and more.

Image Galleries

Easily display images and photos and collect comments

Image galleries can serve a vital role in your creative review process. For each project, you can upload your images and give each image a title and description. Then staff and clients can provide their feedback for each image using the comments tool.


Collect critical input from clients

Need guidance on a new project? Want input for a creative brief? Or maybe you just need a few questions answered. Use our questionnaires to draft up a set of questions and quickly collect responses. Create templates for questionnaires you use over and over again.

Contacts and Permissions

Manage contacts, track leads and control account access

With the contacts tool, you can store information for all your contacts and even create your own custom fields. Store notes and set reminders within each contact for lead tracking and other contact-related activities. Upload files and documents related to each contact. And give contacts access to your account and control exactly what areas each person can and can’t see.

Dashboards and Alerts

Get an at-a-glance look at your projects – and your progress

Via the Daily Reminder dashboard, you know exactly what to-do’s and calendar events are on your schedule today and in the coming weeks.

When anything happens in your account – like users posting or editing information – the dashboard notifications and email alerts will let you know about it.

Integration with Other Apps

Plays well with Google and Facebook

Import contacts from other popular applications like Google, Facebook and Apple Address Book, plus import your Google, iCal, Yahoo!, Outlook or other electronic calendar into ours. Coming soon … more integrations with other popular apps.


For complete pricing details, please see:


For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly.


Rich’s View of Planning Pod:

To instantly view the complete In-Depth Review of this CRM solution, download the Kindle version from our page at!

This review is undergoing a major update and should be available real soon now!


Go ahead, Get a second opinion!

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!

Sorry, I have yet to find an independent review of this solution.


Short List:

If you are considering this program, you should also look at these other CRM solutions:

    • Coming Soon!


Rich’s Recommended Web Sites










Rich’s Recommended Reads



Still have questions about Planning Pod? Just leave a comment below!


Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>