The event planner CRM, from first inquiry to final payment
For wedding, corporate and social event planners, and the sales desk of a venue: inquiry forms, consultation booking, proposals with package options, invoices and a planning board for every booked event. Card deposits and payment schedules come with Business and Ultra.
Built for wedding, corporate and social event planners, and the sales desk of an event venue. Plans start with Pro at $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans, and every plan includes Forms, Booking Pages, Quotes & Invoices, and Project Boards.
What is the best CRM for event planners?
The best CRM for event planners carries each event from the first inquiry to the final payment: the inquiry form, the consultation booking, the proposal with package options, the deposit and the planning checklist. Laureo does that from Pro at $83.33/mo billed annually, with unlimited contacts on all plans, so every past client and every vendor stays on file at no extra cost.
An event planner CRM earns its keep on the money side of planning: the proposal that turns into an invoice, the deposit that holds the date, and the reminder before the balance is due. The same steps make Laureo a CRM for wedding planners, corporate event planners and party planners, because the office work of a booked event does not change with the occasion.
| Step | In Laureo | Plan |
|---|---|---|
| Inquiry | A form on your website creates the client record, and the Lead Router agent drafts a first reply for you to send | Every plan |
| Consultation | A booking page asks for the event date, the guest count and the budget, and puts the call on your Google or Microsoft calendar | Every plan |
| Proposal | A quote with a choose-one package group and optional add-ons, accepted online by typed name | Every plan |
| Deposit | The client pays the deposit by card in the same step, and the balance waits on the same invoice as a scheduled milestone | Business and Ultra |
| Planning | A project from your template, with a task and a milestone for each vendor deadline | Every plan |
| Balance due | Payment reminders send from your own mailbox | Every plan |
What is a venue CRM?
A venue CRM tracks every event inquiry from the first email to the confirmed booking, with the tour, the proposal, the deposit and the follow-up in one CRM. Laureo runs that sales side for venues and planners, while the space calendar, room holds and banquet event orders stay in your venue booking system.
A venue that books its rooms from email and a shared calendar can run the whole inquiry pipeline in Laureo: tour bookings on a booking page, food and beverage packages as choose-one quote options, and the Quote Follow-Up agent drafting a note when a client opens the proposal without accepting it. Laureo has no guest list, RSVP, seating chart or floor plan tool, so those stay in your planning or venue software.
How much does event planning software cost?
Laureo starts with Pro at $83.33/mo billed annually ($99.99 month-to-month), and card deposits and payment schedules come with Business and Ultra, Business from $166.66/mo billed annually. As of October 2026, HoneyBook adds its scheduler and automations on Essentials at $49 a month billed yearly, Aisle Planner prices its plans by active projects from $69.99 a month for up to 15, and Perfect Venue lists Professional at $199 per month per location billed annually.
Laureo is one workspace plan with one full seat included on Pro and two on Business and Ultra, paid month to month, with unlimited contacts on all plans, so a long list of past clients, referral partners and vendors costs nothing extra to keep and to email. The CRM, booking pages, proposals, invoices, project boards and email campaigns are in the same plan.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Inquiries arrive by form, email and social message, and the one that came in on a Saturday night waits until Tuesday
Every consultation takes four emails to schedule, and the event date and budget are buried in the thread
Proposals are rebuilt from an old document each time, so a package price or an add-on goes out wrong
Deposits, installments and the final balance live in a spreadsheet, and a late payment is noticed a week before the event
The planning checklist for each event starts from a blank page, so a vendor deadline slips
What you can do with Laureo
Real workflows for Event Planners, built into Laureo.
Answer inquiries while they are warm
A website form creates the client record, and the Lead Router agent drafts a first reply for you to approve and send, so the reply is ready the next time you open Laureo.
Book consultations without the email chain
Share a booking page that asks for the event date, the venue and the budget. The consultation lands on your calendar with the answers attached, and a Google Meet page adds a Meet link to it.
Proposals with packages to choose from
Offer three planning packages as a choose-one group, add optional extras such as a rehearsal or a day-after brunch, and let the client pick and accept online.
A planning board for every booked event
Start the planning project from the won event with your template, so the vendor deadlines, the final walkthrough and the timeline review are on the board from day one.
Keep vendors on file
Record the florists, caterers, photographers and venues you work with as accounts, with each synced email from a vendor contact on their record, so the next booking starts from the vendors you trust.
Bring past clients back
Send a seasonal email to past clients and referral partners from Campaigns, with unlimited contacts on all plans, so anniversaries and next year's company party come back to you.
A pipeline that speaks Event Planners
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- event booking
- Contact
- client
- Company
- client account
- Pipeline
- booking pipeline
- Invoice
- event invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Event details on the record
Each event is a deal with its date, venue, guest count and budget in custom fields, linked to the client, so you can see where each booking stands.
Consultations that book themselves
Booking pages with your own questions collect the event details before the call, and the meeting syncs to Google or Microsoft calendars with a Google Meet link, a phone number or the place you set.
Package proposals clients can configure
A proposal is an interactive quote: a choose-one group for the planning packages, optional lines for add-ons, and a total that updates as the client picks, accepted by typing their name.
Deposits and a balance schedule
On Business and Ultra, the client pays the deposit by card when they accept, into your own Stripe account, and the balance waits on the same invoice as a scheduled milestone.
Planning boards from your templates
Start the planning project from the won event, seeded from your template with tasks, milestones and dependencies, so every event starts with the full checklist.
Reminders before the balance is due
Payment reminders go out from your own Gmail or Outlook mailbox on every plan, so the final payment lands before the event, not after it.
The whole platform, in one workspace
Laureo brings these tools together, grouped the way your work flows. Some start on Business or Ultra, and the plan comparison shows the plan for each.
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Add your inquiry form and booking page
Put the inquiry form on your website and share a consultation booking page that asks for the date, the venue and the guest count.
Set your booking stages
Name the stages your events move through, such as Inquiry, Consultation, Proposal Sent, Deposit Paid and Planning, and add the fields you track on each event.
Build your package proposal once
Save your planning packages and add-ons as a quote template, so every new proposal starts from your current prices.
Save your planning checklist as a template
Turn the timeline you use for every event into a project template with tasks and milestones, ready to start the day a client books.
Book, plan and collect
Send the proposal, start the planning board from the won event, and let the reminders chase each payment until the balance is paid.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. By default, every agent except Ticket Triage drafts what it can and asks before it changes anything, and Ticket Triage sorts new tickets in Service on Ultra.
Quote Follow-Up - Highlighted for Event Planners
AI follows up on the proposals clients open
When a client opens your proposal and does not accept it, the Quote Follow-Up agent drafts a short follow-up for you to review and send, so a held date does not slip away.
Integrations that matter for Event Planners
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each email with a client or vendor contact on that person's record and their company, and Calendar holds consultations, tours and site visits.
Microsoft 365
Outlook email and calendar sync for planners on Microsoft, so each email with a client contact is filed on that person's record and their company.
Stripe
Card deposits and scheduled balance payments, paid into your own Stripe account, on Business and Ultra.
Event Planners vs HoneyBook
The problem
HoneyBook keeps its scheduler and automations off the $29 Starter plan; they start on Essentials, at $49 a month billed yearly.
The Laureo advantage
Laureo includes booking pages, automation, proposals with package options, invoices and project boards on every plan, adds card deposits and payment schedules on Business and Ultra, and keeps contacts unlimited on all plans.
Why Laureo wins for Event Planners
- Booking pages are built in on every plan, so you need no separate scheduling tool.
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Business and Ultra add card payments, recurring invoices and installment payment schedules.
- One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Event Planners FAQ
Quick answers to the questions we hear most.
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