Wedding Planning CRM Built for the Complete Client Lifecycle
Generic CRMs weren't designed for wedding and event planning. NueViews connects inquiries, consultations, proposals, contracts, payments, and active client work in a single planner-first workflow.
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What is a wedding planner CRM?
A wedding planner CRM manages every client relationship from the first inquiry to the wedding day. NueViews connects inquiries, clients, proposals, contracts, payments and planning work in one place.
What to look for in a wedding planning CRM
A wedding planner CRM should do more than store contact details. NueViews connects lead management and booking with wedding planner software for unlimited weddings and events, keeping your client work connected after booking.
Inquiry capture and follow-up tracking
Consultation scheduling and lead qualification
Proposal, contract, and payment workflow
Separate workspaces for every couple
Client communication and shared documents
Visibility across multiple active weddings
Manage Leads from First Inquiry to Booking
Keep prospective clients organized from their first inquiry through booking. Track leads, schedule consultations, create proposals, and convert leads into clients with one click, all within NueViews.
Every Client Gets Their Own Hub
Once a lead becomes a client, NueViews creates a dedicated workspace for that client/couple. Manage events after booking with documents, contracts, wedding timelines, budgets, seating charts, and conversations in one place. Keep wedding vendor management connected with collaborative planning tools, shared between you and your client on your terms.
Everything Your CRM Should Do
Lead Inbox
Track leads and inquiries, schedule consultations, and manage proposals in one centralized inbox.
Client Hub
Per-couple workspace with permissions, documents, conversations, and planning details.
Proposal Engagement Intelligence
Go beyond simply sending proposals. NueViews provides engagement insights and smart suggestions based on how prospective clients interact with your proposals, helping you make more informed follow-up decisions and move inquiries toward bookings.
Consultation Scheduling
Schedule consultations directly from the lead record without switching to a separate calendar tool.
Lead-to-Client Conversion
One-click conversion that carries intake information into the client hub without re-entry.
Client Permissions
Granular control over what each couple can see, edit, or request through their portal.
Stay on top of every lead during peak booking season
Manage Leads
Track inquiries, schedule consultations, and organize prospective clients from their first contact with your business.
Convert Leads into Clients
Create proposals, review engagement insights, manage contracts and e-signatures, collect payments, and convert leads into clients with one click.
Manage Events After Booking
Keep client information connected with timelines, budgets, seating charts, vendors, and collaborative planning tools for unlimited weddings and events.
Stop managing clients across five different tools.
Plan corporate events, galas, or private celebrations too? Explore our event planner CRM for leads, clients, and bookings.
NueViews replaces your CRM, your proposal tool, your contract software, and your payment processor — all in one flat monthly subscription.
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