What software do event planners use to manage multiple clients?
Planners typically use a shared dashboard for timelines, vendors, budgets, contracts, and communication so every client project stays organized in one system.
For Wedding & Event Planners
The CRM Built for Wedding & Event Planners
Manage clients, contracts, proposals, and vendor teams from one dashboard — stop juggling spreadsheets and email threads.
Bookings · June
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Jun 12
Meyer Wedding · 140 guests
Jun 15
Corporate Gala · walkthrough 2pm
Day-of Timeline
Meyer Wedding
Ceremony4:00 PM
Cocktails5:00 PM
Reception6:30 PM
Vendor check-in5 confirmed
FLFlorist✓
CTCaterer✓
DJEntertainmentETA
Built for Professional Planners
Everything you need to run a successful event planning business
Multi-Client Dashboard
Manage all your events from one powerful command center. See at-a-glance status, deadlines, and action items.
Team Collaboration
Invite assistants and coordinators to help manage events. Assign tasks, share notes, and communicate seamlessly.
Vendor Network
Build your preferred vendor list, share contacts across clients, and track all vendor communications.
White-Label Options
Present a branded experience to clients with your logo, colors, and custom domain options.
Contracts & Proposals
Create professional proposals, manage retainer agreements, and get e-signatures instantly.
Business Analytics
Track revenue, client acquisition, project profitability, and team performance metrics.
AI-Powered Communication
Finally, Email That Doesn't Eat Your Whole Day
You're running a business, not an inbox. Draft replies across all clients at once, automate follow-ups, and make every client feel like they're your only client — without working nights.
Draft replies across all client threads at once
Smart templates that adapt to each client's event
Unified inbox — see all client emails in one place
Auto-assign emails to team members by client
Never miss a follow-up with smart reminders
SJ
Sarah Johnson
Quick question about the florist contract...
AI Draft
Hi Sarah! Great question about the florist...
3 drafts ready to send
Your Planning Workflow, Simplified
From first consultation to final celebration
1
Client Onboarding
Streamlined intake forms, automatic project setup, and branded welcome experience.
→
2
Plan & Coordinate
Manage timelines, budgets, vendors, and guest lists for every client in one place.
→
3
Collaborate & Communicate
Keep clients informed with a beautiful portal. Share updates, files, and collect feedback.
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4
Execute & Celebrate
Day-of coordination tools, vendor management, and post-event wrap-up workflows.
Simple, Transparent Pricing
Start free, scale as you grow. No hidden fees.
Monthly
$49
$35/month
Billed monthly. Cancel anytime.
- Unlimited clients
- Full planning dashboard
- Team collaboration
- Vendor network management
- Contract & proposal builder
- AI email assistant
Best Value
Annual
$490
$350/year
Only $29/month — Save $140!
- Everything in Monthly
- White-label client portal
- Priority support
- Advanced analytics
- Custom branding
- Early access to features
Enterprise
Custom
For planning firms & agencies
- Unlimited team seats
- Dedicated success manager
- API access
- Custom integrations
- SLA & priority support
- Onboarding & training
Popular Questions Event Planners Ask
Long-tail planning questions clients and planners search before selecting software.
How do event planners keep vendors and clients aligned?
The most reliable approach is a single workspace with task ownership, status tracking, and centralized messages so updates are visible to the right people at the right time.
Can planners automate client emails and follow-ups?
Yes. AI-assisted drafting, reusable templates, and reminder workflows help planners maintain consistent communication while reducing repetitive admin work.
What features should event planner software include?
Core features should include multi-client dashboards, calendar and task workflows, vendor management, proposal and contract tools, payment tracking, and analytics.
Ready to Transform Your Planning Business?
Coordinate clients, vendors, and timelines from one workspace.
Cancel anytime • Instant access to all features
Want a Personalized Demo?
Tell us about your business and we'll schedule a walkthrough tailored to your workflow.
Real planning work on Simply Classic Social
Receptions, ceremonies, and styled details from planners running their business on the platform.
