Enquiry, contract, timeline, vendors, the day
CRM for wedding planners
Every couple from first enquiry to the thank you note: proposal, contract, payment plan, planning timeline, vendors and the run sheet, in one record your whole team can work from.
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GuestBook: the wedding and event planners edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. GuestBook carries occupancy and functions on one calendar, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the wedding and event planners demo on its own page.
Who this is for
Built for wedding and event planners
Wedding planners, event planners and destination wedding companies running 10 to 150 events a year, who juggle email threads, a planning template per couple, vendor contracts and payment reminders.
Enquiries answered while they are still shopping
An enquiry gets an instant reply with your brochure and consultation times. Dates already booked are flagged so you do not chase a weekend you cannot take.
Proposals, contracts and payment plans together
The package becomes a proposal, the signed proposal becomes a contract with a payment schedule, and reminders go out before each instalment.
A wedding planning CRM timeline per couple
A template of planning tasks is laid out backwards from the date, with tasks assigned to planners and couples who see their checklist in a portal.
Vendors on the record, not in the inbox
Each vendor booking holds the contract, deposit, arrival time and contact, and the run sheet for the day is generated from them.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Consultation
- Proposal sent
- Contract signed
- Planning
- Event day
- Wrapped and reviewed
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Stripe or Square
- DocuSign or built in e-signature
- Google Calendar
- Gmail or Outlook
- QuickBooks or Xero
- Your website enquiry form
Questions we get asked
What does a wedding planner CRM cost?
A wedding planner CRM with enquiries, proposals, contracts, payment schedules, planning timelines, vendor bookings, a couple portal and run sheets usually costs 4,900 to 8,900 US dollars as a fixed price, delivered in four to six weeks. There are no per user fees, and hosting and support are optional at 290 dollars a month.
Can couples see their planning checklist?
Yes. Each couple logs in to a portal showing their planning timeline, the tasks assigned to them, vendor details, payments due and documents to sign. They can upload inspiration and approve choices there, which keeps decisions out of long email threads and gives your team one place to look.
Does it work for corporate events as well?
Yes. Corporate events use the same proposals, contracts, vendors and run sheets, with a client company, attendee numbers and budget lines instead of a couple. Event planners often run both from one system, with separate templates and pipelines so weddings and corporate work report separately.
Can it manage vendor bookings and payments?
Each vendor booking holds the contract, deposit paid, balance due and arrival time on the day. Reminders go to you before vendor payments are due, and the run sheet pulls every vendor's arrival and contact details into one printable schedule for the planner on site.
More in hospitality and travel
Tell us how your wedding and event planners business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.