Event CRM Built for Professionals
Stop losing leads. Manage every client relationship from first inquiry to repeat booking. The only CRM designed specifically for event professionals.
Convert More Leads
Automated follow-ups ensure no lead falls through the cracks.
Save Time Weekly
Stop searching through emails. Everything in one place.
Grow Revenue
Better client management leads to more repeat bookings.
Everything You Need to Manage Client Relationships
Track leads, nurture relationships, and grow your event business
Lead Pipeline
Track every inquiry from first contact to booked event. Visual pipeline shows exactly where each lead stands.
Contact Management
Store all client information in one place. Contact details, event history, notes, and communication logs.
Automated Follow-ups
Never miss a follow-up. Set automatic reminders and email sequences to nurture leads.
Communication History
Every email, message, and call logged automatically. Full context for every client interaction.
Tags & Segments
Organize clients with custom tags. Segment by event type, source, value, or any criteria you need.
Task Management
Create tasks, set due dates, and assign to team members. Never drop the ball on client requests.
Revenue Tracking
See total revenue per client, average booking value, and lifetime customer value at a glance.
Event History
Access past events, contracts, invoices, and files for any client. Perfect for returning customers.
Why Use an Event-Specific CRM?
❌ General CRMs
- Require hours of customization
- No event-specific features
- Separate tools for contracts & invoices
- Complex, enterprise-focused
- Expensive for small businesses
✅ PlannerDay Event CRM
- Ready to use in minutes
- Built for event workflows
- Contracts, invoices, timelines included
- Simple, intuitive interface
- 14-day free trial
Built for Every Event Professional
DJs
Manage gig inquiries, client playlists, and repeat bookings
Photographers
Track leads, manage shoots, and build client galleries
Wedding Planners
Organize couples, vendors, and timelines in one place
Caterers
Manage event inquiries, menus, and client preferences
Florists
Track orders, client styles, and delivery schedules
Venues
Manage bookings, tours, and client communication
Frequently Asked Questions
What is an Event CRM?
An Event CRM (Customer Relationship Management) is software that helps event professionals manage client relationships. It tracks leads from inquiry to booking, stores client information, automates follow-ups, and provides a complete history of every interaction.
How is PlannerDay different from general CRMs like HubSpot or Salesforce?
PlannerDay is built specifically for event professionals. While general CRMs require extensive customization, PlannerDay includes event-specific features like contracts, invoicing, timelines, and client accounts out of the box. Everything is designed for the event workflow.
Can I import my existing contacts?
Yes! You can import contacts from CSV files, or migrate from other platforms like HoneyBook, Dubsado, or spreadsheets. We also offer guided migration assistance.
Does the CRM integrate with my calendar?
Yes, PlannerDay syncs with Google Calendar, Apple Calendar, and Outlook. Event dates, consultations, and tasks automatically appear on your calendar.
Ready to Grow Your Event Business?
Start managing clients like a pro. Free forever for up to 3 events.
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