A Wedding Planner’s Guide to CRM Tools

If you’ve stumbled on this blog post, you may be a wedding planner looking to change things up and start implementing a CRM tool. Or you’re looking to switch to a different CRM tool after using a specific one for a while. You may also be thinking, “What does CRM stand for?” CRM stands for Customer Relationship Management. A variety of wedding planners utilize CRM tools in their business workflow, as they help manage client information, track communication, facilitate the exchange of invoices and contracts between parties, and, most importantly, assist with organization from a client’s initial inquiry to their event day.

There are a few types of CRM tools available for wedding planners. In this blog post, we’ll discuss a few CRM options and provide the pros and cons to help you decide which CRM would best fit your wedding planning business.

Types of CRM Tools

Although there is a variety of CRM tools, a few stand out in particular for wedding planners to use. Here is some additional information about four specific types of CRM tools:

1. Honeybook

HoneyBook is an all-in-one CRM designed for service-based businesses, such as wedding planners, photographers, and designers. Its automation tools and user-friendly tools make it easy for planners to stay organized, save time, and deliver a polished, professional experience your clients will love.

Key Features of Honeybook:

📨 Client inquiry form that connects directly to your website

🗂️ Project pipeline to track each stage of your client workflow

📄 Customizable proposals, contracts, and invoices

💸 Online payments with automatic reminders

🔁 Workflow automation to streamline emails and tasks

📅 Built-in calendar and scheduling tools

🧾 Time tracking and expense management

🤝 Client portal for easy communication and file sharing

📊 Business analytics and reporting

📱 Mobile app for managing your business on the go

2. Aisle Planner

Aisle Planner is a comprehensive platform designed specifically for wedding planners and event professionals. It was created for wedding professionals by wedding professionals. It makes organizing timelines, managing vendors, and collaborating with clients feel effortless.

It’s more than just a CRM—it’s a full event planning suite that helps you stay on top of every detail.

Key Features of Aisle Planner:

📋 Customizable planning checklists to manage every task

🗓️ Timeline and schedule builder for the wedding day and beyond

💡 Design studio for mood boards and style guides

💬 Client collaboration tools for notes, messages, and file sharing

📄 Proposals, contracts, and invoices built into your workflow

💳 Online payments and e-signatures

📇 Vendor and contact management

🧾 Budget tracking and payment schedules

🧠 Centralized workspace for managing all events in one dashboard

✨ Branded client portal for a polished, professional experience

3. Dubsado

Dubsado is a CRM designed for entrepreneurs who want complete customization and automation in their client management process. Whether you’re a wedding planner, designer, coach, or service provider, Dubsado provides you with the tools to create a system that reflects your brand and workflow.

Key Features of Dubsado:

📄 Customizable proposals, contracts, and lead capture forms

📅 Integrated scheduler to book consultations or sessions

🔁 Powerful workflow automation (emails, task triggers, invoice reminders, and more)

💰 Invoicing and recurring payments with flexible billing options

🧑‍💼 Client portals branded with your logo and messaging

📊 Project management dashboard to track each lead and job

📥 Canned emails and email templates for fast communication

✅ To-do lists and task management for your internal processes

🎨 Full branding control—custom fonts, colors, and layout options

📱 Mobile-friendly interface for working on the go

4. 17hats

17hats is a user-friendly CRM and business management tool created with solopreneurs and small business owners in mind. It’s designed to eliminate the overwhelm of juggling multiple platforms by combining client communication, invoicing, scheduling, and task management all in one place.

If you’re a wedding planner who prefers a clean, no-fuss system to handle the back end of your business, 17hats offers simplicity without sacrificing functionality.

Key Features of 17hats:

📨 Lead capture forms that connect to your website

🧾 Invoicing, quotes, and contracts in a few clicks

🔄 Automated workflows and email sequences

📅 Scheduling tool with calendar integration

📥 Client portal for contracts, payments, and communication

📊 Dashboard to track project progress and to-dos

💵 Online payments and payment reminders

✅ Task management and checklists for both you and your clients

🔒 Built-in bookkeeping tools for expenses, profit/loss tracking

💼 Multi-brand support for planners running more than one business

Now that you’ve seen what each platform offers individually, here’s a side-by-side comparison to help you determine which CRM tool might be the best fit for your wedding planning business.

In Essence…

Choosing the right CRM for your wedding planning business ultimately depends on your needs and workflow. If you’re looking for simplicity and ease of use, HoneyBook is a fantastic all-around choice. For planners who want tools specifically designed around weddings and event timelines, Aisle Planner would be your best bet. If customization and advanced automation are top priorities, Dubsado offers unmatched flexibility. And for solopreneurs who want an all-in-one business management solution, 17hats provides solid, straightforward tools to keep everything organized.

Take a moment to consider which features matter most to you—and remember, the best CRM is the one that helps you spend less time managing your business and more time creating unforgettable client experiences!

Happy Planning!

The Find Your Wedding Planner Team

findyourweddingplanner.com