CRM for Event / Wedding planner

Run your event / wedding planner business from one screen

Wedding planners, event managers, decorators and caterers: enquiries, venue meetings, event bookings. Enquiries, calls, WhatsApp, follow-ups and reports — set up in your own words from day one.

Speaks your language
Lead → EnquiryOrder → Event BookingProduct → PackageCustomer → ClientTelecaller → Event ExecutiveStaff → Planner

Enquiries from every channel

Website forms, Facebook / Instagram ads, WhatsApp, IndiaMART, Excel import and walk-ins land in one list, de-duplicated and auto-assigned.

Click-to-call and follow-ups

Call clients from the CRM, log the outcome in one click and never miss a follow-up — reminders come to the event executive's screen.

WhatsApp built in

Shared WhatsApp inbox, approved templates and broadcast campaigns on your own business number.

Meetings calendar + online booking

Day view per planner, clash check, check-in / no-show, and a booking link your clients use to pick a slot themselves. WhatsApp reminder the day before.

Event Bookings and invoices

Book event bookings with GST invoices, discounts with approval, payment links and refunds.

Targets, incentives and reports

Team targets, payouts, call QA and ready-made reports for owners and managers.

Ready on day one

WeddingEngagement / RokaDestination WeddingBirthday / AnniversaryCorporate EventConference / ExhibitionDecor OnlyCatering OnlyPhotographyInstagramWedMeGood / Wedding PortalVenue Reference

Enquiry fields: Event type · Event date · Guests · Budget · City / venue · Services needed

Try it with sample data in 2 minutes

Free trial, no card. Load example enquiries and bookings, then remove them when you go live.

Start free trial

Lead Box for other businesses