CRM for Event Planning Businesses
Manage event inquiries, streamline client communication, and book more events with a CRM designed for planners and coordinators
Trusted by event planning businesses to automate customer engagement, streamline operations, and drive growth.
Challenges in Event Planning
These common pain points hold event planning businesses back from growing. SMBcrm was built to solve them.
Event Inquiries Get Lost in the Shuffle
During peak season, event planners receive dozens of inquiries across email, social media, and phone. Without a centralized system, promising leads get buried and high-value events go to competitors who responded faster.
Proposal Follow-Up Falls Apart
Sending a proposal is just the beginning. Most event planners send one follow-up and then move on, but clients often need multiple touchpoints before committing to a planner for their important occasion.
Client Communication Becomes Overwhelming
Coordinating details across multiple active events means messages pile up and important decisions get delayed. When communication drops, client confidence erodes and last-minute emergencies multiply.
How SMBcrm Solves It
Purpose-built tools for event planning businesses to automate, engage, and grow.
Centralized Lead Management
Capture event inquiries from your website, social media, and ads into one pipeline so no lead is ever missed or forgotten.
Automated Proposal Follow-Up
Trigger personalized email and SMS sequences after sending proposals, gently nudging prospects toward booking without manual chasing.
Event Pipeline Tracking
Visualize every event from initial inquiry through proposal, contract, planning, and execution in a customizable drag-and-drop pipeline.
Client Communication Hub
Keep all client conversations, files, and decisions in one place so your entire team stays aligned across every active event.
Post-Event Review Requests
Automatically send review requests after successful events to build your online reputation and attract future clients through social proof.
Measurable Impact for Event Planning
Average response time to new event inquiries
Higher proposal-to-booking conversion with automated follow-up
Built for Event Planning Businesses
SMBcrm works for a wide range of event planning businesses, from solo practitioners to multi-location organizations.
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