Lead & Inquiry Management
Organize prospective clients, track inquiries, and keep important contact information and booking details in one place.
The business of booking events
CRM Software Built for Professional Event Planners
From First Inquiry to Confirmed Booking
Manage leads, schedule consultations, create proposals, send contracts, and collect payments with NueViews. Our event planner CRM helps you organize client relationships and streamline bookings, while keeping everything connected to the tools you use to plan and execute events.
30-day free trial · No credit card required
Manage Your Entire Client Booking Process
Everything You Need to Manage Leads and Book Clients
Keep your sales and booking process organized from the moment a prospective client reaches out. NueViews brings your inquiries, consultations, proposals, contracts, and payments together so you can spend less time managing disconnected workflows and more time building client relationships.
Consultation Scheduling
Schedule consultations with prospective clients and keep your booking process moving forward.
Professional Proposals
Create and send proposals that help prospective clients understand your services and move toward booking.
Proposal Engagement Intelligence
Understand how prospective clients interact with your proposals and receive behavior-based smart suggestions to help guide your follow-up decisions.
Contracts & E-Signatures
Manage client agreements and collect electronic signatures as part of your booking workflow.
Invoices & Payments
Create invoices, collect payments, and keep important financial details connected to your client records.
A more informed follow-up
See proposal activity in context, then decide how to continue the conversation.
From Lead to Client in One Connected Workflow
Turn Inquiries into Booked Events
Your CRM should do more than store contact information. NueViews helps you move prospective clients through the booking process and into event planning without switching between disconnected systems.
- 1
Capture the Inquiry
Organize prospective client information and track the details of each opportunity.
- 2
Schedule a Consultation
Connect with prospective clients to discuss their event requirements and planning needs.
- 3
Send a Proposal
Present your services, review engagement insights, and follow up with greater confidence.
- 4
Finalize the Booking
Manage contracts, electronic signatures, invoices, and payments.
- 5
Convert the Lead into a Client
Convert a booked lead into a client with one click and continue managing their event in NueViews.
More Than an Event Planner CRM
Your CRM and Event Planning Tools, Connected
Booking the client is only the beginning. Unlike standalone CRM tools, NueViews connects your client management workflow with the tools you need to plan and coordinate the event itself.
Explore All Event Planning FeaturesClient Portals
Give clients a dedicated space to access shared planning information and collaborate with your team.
Event Timelines
Build detailed event schedules, coordinate vendors, and keep important event-day activities organized.
Explore event timeline capabilitiesSeating Charts & Floor Plans
Create real-scale event layouts, manage guest seating, and visualize spaces in 2D and 3D.
Explore seating charts and floor plansVendor Management
Keep vendor information and coordination details connected to each event.
Budget Planning
Organize event budgets, expenses, and financial planning details.
Mood Boards
Collaborate on event inspiration, design concepts, and visual planning.
Built for Professional Event Planners
One CRM for Every Event You Manage
Whether you're coordinating corporate events, conferences, galas, private celebrations, or multiple client projects at once, NueViews helps you manage your booking pipeline and client relationships in one organized workspace.
- Corporate Events
- Conferences
- Galas
- Private Celebrations
- Multiple Client Projects
Also manage weddings? Explore our wedding-specific CRM for planners.
Unlimited Events and Predictable Pricing
Grow Your Event Planning Business Without Per-Event Limits
Manage unlimited weddings and events without per-event charges. Whether you're just getting started or managing a growing calendar of client events, NueViews provides connected CRM and planning tools designed to support your business.
Unlimited weddings and events. No per-event charges.
View Subscription Plans and PricingA few practical answers
Event Planner CRM FAQs
What is CRM software for event planners?
CRM software helps professional event planners organize prospective clients, manage inquiries, track bookings, and maintain client relationships. NueViews also connects these workflows with proposals, contracts, payments, and event planning tools.
How does NueViews help event planners manage leads?
NueViews helps planners organize inquiries, manage prospective client information, schedule consultations, send proposals, and convert booked leads into clients.
Can I send proposals and contracts through NueViews?
Yes. NueViews supports professional proposals, contracts, and electronic signatures as part of the client booking process.
Does NueViews include event planning tools beyond CRM?
Yes. NueViews also includes event timelines, seating charts, vendor coordination, budget planning, mood boards, and client collaboration tools.
Can I manage multiple events in NueViews?
Yes. NueViews supports unlimited weddings and events without per-event charges.
Is NueViews only for wedding planners?
No. NueViews is designed for professional wedding and event planners managing a variety of events, including corporate events, conferences, galas, and social celebrations.
Can I try NueViews before subscribing?
Yes. NueViews offers a 30-day free trial without requiring a credit card.
Make room for your next booking.
Bring your inquiries, proposals, contracts, and payments into one connected event planning workspace.
Start Free TodayTry NueViews free for 30 days. No credit card required.