Wedding & Event Planner Client Management Software
Managing clients across spreadsheets, email threads, and disconnected tools is the number one source of stress for wedding and event planners. NueViews gives you a professional client management system where every couple or corporate client has their own workspace, portal, and planning hub — organized and accessible the moment you need it.
Client management shouldn't be this hard
Every wedding and event planner faces these client management frustrations. NueViews was built to eliminate them.
Client information is scattered across email, spreadsheets, and your notes app
Every client in NueViews has a dedicated workspace with their full event details, documents, timeline, budget, and communication history — all in one place.
You have no quick way to see which clients need attention right now
The NueViews dashboard shows you every active client's status at a glance — pending contracts, upcoming deadlines, overdue payments, and unread messages.
Clients constantly email asking for status updates you've already sent them
Give every client access to their own portal where they can see their event status, review documents, and track tasks on their own — reducing your inbox by half.
Keeping clients organized when you're managing 10+ at once is overwhelming
NueViews organizes clients by status — active, pending, archived — and lets you filter, search, and access any client workspace instantly.
You forget to follow up on leads and lose potential clients
The NueViews lead management system tracks every inquiry, lets you send questionnaires and auto-responses, and converts qualified leads directly to clients.
Onboarding a new client takes hours of manual setup
Apply a planning checklist to any new client and auto-generate their task list, timeline milestones, and initial documents in seconds.
A complete client management system for planners
From first inquiry to final payment, NueViews manages every stage of the client relationship in one organized platform.
Client Workspaces
Every client gets a dedicated workspace with their full event file — proposals, contracts, timelines, budgets, vendors, and communication all organized by client.
Client Hub
A centralized dashboard per client showing planning progress, upcoming tasks, budget snapshot, and vendor payment milestones in one clear view.
Automated Follow-Ups
Automated reminders notify clients of upcoming tasks, pending documents, and payment due dates — without you lifting a finger.
Lead Management
Capture public inquiries, track lead status, send questionnaires, and convert qualified leads to full clients — all inside NueViews.
Client Portal
Give every client a branded portal to view their event, approve documents, complete tasks, and communicate with your team directly.
Status Management
Track every client through your workflow — from first inquiry to final payment — with clear status labels, filters, and activity logs.
Every stage of the client lifecycle — in one platform
NueViews supports the full arc of the planner-client relationship from first contact to post-event wrap-up.
Lead
Capture inquiries from your public inquiry form. Track lead status, send questionnaires, and respond with auto-reply emails directly from the NueViews lead inbox.
Prospect
Send a proposal to qualified leads. They review and approve online. Convert approval to a signed contract with one click.
Active Client
The full client workspace opens. Timeline, tasks, seating chart, mood board, vendor management, and payment tracking are all ready.
Event Day
Every vendor has their briefing. Every timeline is live. Your client has portal access. You execute with complete confidence.
Post-Event
Final invoices are sent, vendor payments are reconciled, and the client workspace is archived with a full record of the event.
Simple pricing — unlimited clients
No per-client fees. Manage as many clients as your business needs on both plans.
Pro
$39.99/month
Up to 2 team members · billed annually
Elite
$79.99/month
Up to 5 team members · billed annually
All plans are free for 30 days. Cancel any time.
Complete your planning toolkit
Client management works best alongside these other NueViews features.
Contract Management
Send, negotiate, and e-sign contracts inside the same client workspace. No separate tool needed.
Team Management
Assign clients to team members with role-based access and shared workspaces.
Managing Multiple Clients at Once
Proven systems for staying organized when you have 10 or more active clients.
Wedding Planner Checklist
The month-by-month checklist to apply to every new client as a repeatable process.
Want the full pipeline from first inquiry to signed contract? See the NueViews wedding planner CRM.
Every client, perfectly organized — from first inquiry to final bow
Stop losing clients to disorganization and missed follow-ups. NueViews gives wedding and event planners a professional client management system that keeps every relationship organized, every client informed, and every deadline tracked.