CRM for Event Planners
Manage client events, vendor networks, and planning timelines
An event planner CRM tracks client event details, vendor contacts, planning timelines, budgets, and post-event follow-up. SchedulingKit includes CRM alongside consultation booking, reminders, and payment processing for event planners.
Event planners manage multiple concurrent projects — corporate events, conferences, galas, and private parties — each with unique requirements, vendors, and timelines. A CRM that tracks every client event, vendor relationship, and planning milestone keeps your business running smoothly as the number of concurrent events grows.
Client Management Challenges for Event Planners
Event details spread across email, docs, and phone notes
Vendor contact lists not organized per event
Planning milestones missed without systematic tracking
Budget tracking done outside the client management system
Client consultations not followed through to booking
No post-event follow-up for feedback and referrals
How SchedulingKit CRM Helps Event Planners
Client profiles with event type, date, venue, and requirements
Planning timeline tracked from consultation to event day
Vendor contacts organized per event
Budget milestone tracking with payment schedules
Consultation-to-booking pipeline with automated follow-ups
Post-event automation for feedback and referral requests
CRM Features for Event Planners
Event Profiles
Client contact, event type, date, venue, guest count, and budget per event.
Planning Timeline
Milestone tracking from initial consultation through event execution.
Vendor Coordination
Vendor contacts, contracts, and notes organized per event.
Budget Tracking
Track deposits, vendor payments, and total budget per event.
Lead Pipeline
Consultation inquiries tracked through to booked events.
Post-Event Follow-up
Automated feedback requests and referral outreach after events.
Popular CRM Use Cases for Event Planners
Also Included with SchedulingKit
Frequently Asked Questions
Can I manage multiple events at once?
Yes. Each event has its own profile with date, venue, vendors, and timeline. Your dashboard shows all active events and upcoming milestones.
Does it coordinate vendor details?
Yes. Attach vendor contacts, contracts, and coordination notes to each event for centralized management.
Can clients request consultations online?
Yes. Share your booking page for event consultations. Clients provide event type, date, and budget in the intake form.
Further Reading
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