Most wedding planners lose leads not because of pricing, but because of follow-up. EventEazy's built-in lead pipeline gives you a Kanban board to track every prospect from first contact to signed contract — so no enquiry gets forgotten.
Join the WaitlistA potential client fills out your enquiry form on a Thursday afternoon. You mean to follow up Friday but get busy with an event. By the time you remember, it's Monday. They've already booked someone else.
This scenario plays out constantly for event planners who manage their leads in an inbox. Email is not a CRM. It has no pipeline view, no follow-up reminders, and no way to see at a glance which prospects are warm and which have gone cold.
EventEazy's lead pipeline is a purpose-built CRM for event and wedding planners — visual, fast, and designed around how planners actually manage enquiries.
Drag and drop leads between stages: New, Contacted, Proposal Sent, Booked, Lost. Your entire pipeline visible on one screen.
Each lead has a card with the prospect's details, event date, budget, source, and notes from your conversations.
Know exactly where every lead is in your process. Filter by stage to see which prospects need a follow-up this week.
Record where each lead came from — referral, Instagram, Facebook, website, or walk-in. Over time, see which channels deliver your best clients.
When a new lead comes in, add them to the pipeline: name, event date, budget, and source. Takes 30 seconds.
As you progress from initial contact to consultation to proposal, drag the lead card to the next stage.
Each lead card has your notes and history, so when you follow up you have full context without digging through emails.
When a lead books, mark them as Booked and create a new event in your events workspace. When a lead goes cold, mark them Lost to keep your pipeline clean.
General CRMs require extensive customisation to fit event planning workflows. EventEazy's pipeline is designed specifically for planners — the stages and fields reflect how event planning businesses actually operate.
The lead pipeline is available on the Professional plan and above, designed for established planners managing a steady flow of enquiries.
Yes. The Kanban board shows all your leads grouped by stage at a glance, so you can see which stages are full and where follow-up is needed.
HoneyBook and Dubsado focus heavily on contract and payment workflows. EventEazy's pipeline is focused on lead management — tracking every enquiry from first contact through to booked, with source tracking and a visual Kanban board built for planners.
Join the waitlist and manage every enquiry from first contact to signed contract in one place.
Join the Waitlist