Contact List

All your people. All your vendors. All in one place.

Your contact list syncs across every project. No more duplicate or out-of-date records.

Your Vendor List

Easy access to every vendor you've ever worked with.

Vendor Groups

Group vendor companies however you like to keep things clear and easy to manage.

Points of Contact

Add contacts to vendor companies so you always know who’s who—and how to reach them.

Vendor Document Library

Save documents like price sheets, brochures, and templates.

These can be just for you, or you can choose to share them with a client through the portal.

Saved Mood Boards

Great when you're recommending a vendor to a client.

With one click, copy a saved mood board into the client portal to go along with your recommendation.

Smart Vendor Assignments

No more bouncing between projects looking for a vendor. No more duplicates.

With one centralized vendor record, all your notes, contracts, and contact details stay consistent—whether they're booked for one wedding or twenty.

Your People

From clients, leads, vendor contacts, and everyone else... keep your network organized and accessible in Planpage.

People Groups

Organize people into customizable groups that work best for you.

Click to Call or Text

Reaching out is easier than ever.

Company Link

Attach people to companies and designate their role.

Synced with Projects

Your contact list is auto-synced across your entire account. No duplicates.

Quick Search

Every person and vendor record is at your fingertips, just a quick search away.

Notes & Details

Create detailed profiles so you'll never lose important info or reminders.

Social Media Links

Keep Instagram, websites, and other social profiles right alongside vendor details.

Centralized Database

The Contact List is the single source of truth for your entire comapny.

Documents & Files

Keep everything in one place. No more digging through emails and folders.

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