The All-in-One CRM for Wedding Planners
Simplify event planning, manage clients with confidence, and bring dream weddings to life—effortlessly.
Trusted by 1,000+ Wedding Planning Businesses
Why Wedding Planning Businesses Struggle Without the Right Tools
- Missed appointments and scheduling chaos
- Difficulty tracking leads and customer info
- Lost Revenue from poor invoicing and follow-ups
- Wasting Hours on manual tasks
Say “I Do” to a More Streamlined Business
Running a successful wedding planning business requires more than creativity—it takes structure, organization, and a system built for the details. The Wedding Planner CRM is your all-in-one solution to manage clients, track vendors, oversee budgets, and streamline your entire process from inquiry to “I do.”
With automated workflows, built-in communication tools, and real-time tracking, you’ll free up time to focus on what you do best—creating unforgettable moments.
Everything You Need to Run & Grow Your Wedding Planning Business
Comprehensive Workflows
Pre-Built Funnels
Automated Invoicing
Email Nurture Sequence
Stale Leads Reactivation
Professional Landing Pages
Sales Pipeline Management
Reviews & Referrals
Workflows Built for Wedding Planners
From first inquiry to final thank-you, our CRM was built with your business in mind:
Lead Capture – Collect inquiries via custom forms or integrations with your website/social media.
Automatic Follow-Up – Instantly send a personalized message and book an intro call.
Proposal & Contract – Generate a detailed plan with services, pricing, and a contract for signature.
Event Planning – Manage checklists, deadlines, and schedules with client visibility.
Vendor Coordination – Assign and track vendors, keep notes, and share updates.
Post-Event – Send a thank-you email, request a testimonial, and archive the project.
Nurture Sequences Included
Pre-Consultation Prep – Send personalized materials before your first meeting.
Planning Timeline Updates – Automated milestone reminders.
Review Request Workflow – Ask for reviews post-wedding and build your online presence.
Upsell Campaigns – Offer honeymoon planning, anniversary events, or referrals.
