For professional planners
Run more clients with the same team. Your agents draft; you approve.
Start as a plannerAgentic client package & proposal creation
Bow · Packages & proposals
Branded packages and proposals built from an inquiry in minutes.
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Agentic client management
Clip · Client management
Every client, approval and update in one place.
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Vendor inventory management
Dex · Vendor inventory
Your vendor book, priced, scored and matched to each client.
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Agentic vendor outreach
Penny · Vendor outreach
Every inquiry and follow-up written for you, sent when you approve.
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Agentic vendor coordination
Maestro · Vendor coordination
Load-in, counts and timeline changes, synced across every vendor.
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Agentic contracting support
Seal · Contracting support
Contracts read, checked against the quote, payment dates captured.
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Agentic budgeting
Tally · Budgeting
Every quote and deposit tracked against the plan, with early warnings.
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Agentic guest list management
Rollo · Guest list management
Households, RSVPs, meals and counts, chased and kept clean.
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Agentic guest support
Bell · Guest support
Guests' questions answered from your approved answers.
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