The free CRM built for wedding planners

The client record continues into the wedding

A generic CRM stops once the couple signs and pays. Here the booked client can become the same wedding workspace you use for the timeline, so you do not have to re-enter the couple, date, venue, and contacts in a second system.

A wedding planner pipeline that follows the real job

Start with these stages, rename them for your process, and see every opportunity and booked wedding in one view.

New inquiry: Capture the couple, date, venue, budget, referral source, and first message.

Consultation: Schedule the call, keep notes on the client record, and assign the next follow-up.

Proposal sent: Send the package and pricing without rebuilding the couple's information.

Contract and retainer: Collect the signature, issue the invoice, and track what is still due.

Booked: Move the client into active planning with their documents and communication attached.

Wedding complete: Close the job with the final balance, notes, and a clean client history.

Stop losing inquiries in email

Keep the lead, last contact, next task, consultation, and proposal status together instead of rebuilding a tracker every season.

Send the booking documents together

Create proposals, e-signature contracts, invoices, and automatic payment reminders from the same client record.

Give each couple one branded portal

Clients can return to one place for their documents, payments, questionnaires, scheduling, and details.

Carry the booking into the timeline

Planner accounts keep one wedding workspace with the AI timeline builder even after the Pro trial ends.

How the free plan works

Manual payments have no platform or Stripe fee. Online card payments include a 1% platform fee plus Stripe processing. Bank payments are 1.5% total, capped at $30 including Stripe's fee. Paid plans remove the platform fee.

Frequently asked questions

Is this wedding planner CRM really free? Yes. The CRM is $0 a month with no end date and no cap on leads, clients, proposals, contracts, or invoices. Planner accounts begin with a Pro trial and keep the Free plan when that trial ends.

What stays available after the planner Pro trial? Your CRM data stays in place and the core CRM keeps working. You also keep one active wedding workspace with the timeline builder. Paid planning tools, team features, AI assistance, and additional active weddings require a paid plan.

Can this replace my spreadsheet or generic CRM? For lead tracking, client records, proposals, contracts, invoices, payments, scheduling, questionnaires, notes, tasks, and a client portal, yes. The wedding-specific difference is that a booked client can continue into a timeline-enabled wedding workspace.

Can I bring clients from HoneyBook, Dubsado, or another CRM? Yes. Import a supported export or a generic CSV, review the proposed field mapping, and confirm before records are created. You can also ask the team to handle the migration for you at no charge.

Do couples need to buy an account? No. Each CRM client can use the branded client portal without buying a professional plan, and invited couples can collaborate in the wedding workspace you share with them.