CRM for Wedding Planners: Plan More Weddings, Stress Less
Manage couples and vendors in one place while delivering unforgettable weddings.
The Challenges You Face
As a wedding planners, managing client relationships comes with unique challenges:
- Managing multiple weddings at different stages
- Tracking vendor relationships and preferences
- Following up with enquiring couples quickly
- Keeping detailed notes on couple preferences
- Managing long planning timelines
- Getting referrals and reviews
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Every couple and wedding in one organised place
- Pipeline tracks couples from enquiry to big day
- Detailed notes capture every preference
- Task management for planning milestones
- Email templates for professional communication
- Track which marketing brings quality enquiries
Key Features for Wedding Planners
Everything you need to manage your wedding planners business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Simple Pricing for Wedding Planners
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Wedding Planners
Can I manage multiple weddings at different stages?
Yes, use the deal pipeline to track each couple from enquiry through to their wedding day. See at a glance which weddings need attention and what stage each is at.
How do I store detailed couple preferences?
Add comprehensive notes to each couple's record. Store venue preferences, style choices, budget details, and every conversation. Everything's searchable and accessible.
Can I track vendor relationships too?
Create contacts for preferred vendors and use tags to categorise by type. Build your network and have details to hand when recommending suppliers to couples.
How do other wedding planners use Kabooly?
Wedding planners typically use Kabooly to track enquiring couples, store detailed preferences, manage long planning timelines with tasks, and follow up for reviews and referrals.
How do I manage long planning timelines?
Set tasks and reminders for key milestones throughout the planning process. Never miss a deadline or forget to follow up on important details.
Can couples book consultations online?
Yes, share your booking link and let couples schedule initial consultations directly. Set your availability and avoid the email back-and-forth.
How do I get referrals from past couples?
Create follow-up email templates for after the wedding. Send thank you messages and make it easy for happy couples to leave reviews and refer friends.
Can I track where my best enquiries come from?
Lead attribution shows which marketing channels bring couples. Know whether they find you through wedding fairs, Instagram, directories, or referrals.
How a wedding planning business runs in Kabooly
Not a feature list. This is the setup most planners end up with.
Pipeline stages that match an eighteen month cycle
Stages are yours to define. Planners usually land on Enquiry, Consultation Booked, Proposal Sent, Booked, Planning, and Delivered. When the gap between enquiry and wedding is longer than a year, the pipeline is the only reliable memory in the business.
Date, venue and budget on the couple's record
Contacts carry tags and custom fields, so the wedding date, the venue, the guest count, the budget bracket and the package all sit on the record and can be filtered. Finding every couple marrying at the same venue takes one filter.
Your supplier network as searchable contacts
Suppliers can be contacts too, tagged by category and area, so florists, bands, photographers and stylists are a filtered list rather than a phone full of numbers with no surnames.
An enquiry form that qualifies before you reply
Build the form, ask for date, venue and rough budget, and embed it on your site. The submission creates the contact with those answers stored, so you know immediately whether you are free and whether the budget is realistic.
Consultations booked without a diary thread
Set up a booking type for an initial consultation or a video call, set your availability, and publish the booking widget. Kabooly sends the reminder email before the call automatically, and couples are busy people who need reminding.
Knowing which venue actually recommends you
UTM parameters are captured on form submissions, so the tracking and attribution reports show whether enquiries came from a venue's preferred supplier list, a directory, social, or search. That tells you exactly which relationships to nurture.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry answered while you are at a wedding
When a form is submitted, send an email with your brochure and a link to book a consultation, and create a task to reply personally. Saturdays are when couples browse and when you are least able to answer.
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The proposal a couple is still discussing
When a deal moves to your Proposal Sent stage, wait five days, then send a warm email offering to adjust the package, and create a task to call. Two people have to agree, and that takes longer than one.
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The review after the honeymoon
When you tag a wedding as Delivered, wait three weeks, then send a thank you email asking for a review and whether any of their friends are planning. Three weeks is after the honeymoon and before life takes over.
Ready to Grow Your Wedding Planners Business?
Start your free trial today and see how Kabooly can help.