Simplify Your Event Management with Event Planner CRM

Manage leads, vendors, and event details effortlessly with Event Planner CRM, a customizable template built using Fuzen.io’s no-code platform. This CRM is designed to help event planners stay on top of their projects—from client onboarding to vendor coordination, budget tracking, and task management. Fully customizable and easy to use, this tool helps you deliver smooth and successful events.

Key Features:

  • Leads Management: Keep track of inquiries and follow-ups to convert more leads into paying customers.

  • Customer Database: Store and manage customer details, notes, and communication history securely in one place.

  • Task Management: Create tasks, set reminders, and stay organized with a simple to-do list system.

  • Product Listings: Maintain a catalog of your products or services and link them to leads or customers.

  • Analytics Dashboard: Monitor sales performance, track growth, and get actionable insights with built-in analytics.

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Why Choose Event Planner CRM?

  • Built for Event Professionals: Specifically designed to meet the needs of event planners and coordinators.
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  • One-Time Purchase: Pay once and use the template forever—no monthly fees.
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  • Affordable Hosting: For small teams (up to 5 users), Fuzen’s free plan is usually enough.
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  • Customizable Layout: Adjust fields, workflows, and views to suit your planning process.
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  • Time and Cost Efficient: Save hours of coordination time and reduce errors.

Event Planner CRM in Action

Perfect for Freelance Planners and Small Agencies

Event Planner CRM is ideal for solo event organizers and small event management teams who want an organized, affordable, and simple way to manage events from start to finish.

Start using Event Planner CRM today and make every event a success!

What Our Customers Say

We needed a CRM but didn’t want to pay for expensive subscriptions. Fuzen.io’s CRM template was a perfect fit—easy to set up, and we only pay for hosting.
John C
Carter Digital Solutions
Our small business needed a CRM to track leads and customers. This template saved us so much time, and we could customize it without any hassle.
Priya Mehta
GreenLeaf Organics
Other CRMs charge monthly fees that add up over time. With Fuzen.io, we got a full CRM for a one-time cost and only pay a small hosting fee. It’s a great deal.
M Reynolds
BrightTech Solutions

FAQs about Simple CRM Template

The Event Planner CRM template is a ready-to-use tool designed for small event planning agencies and freelancers. It helps manage clients, events, tasks, vendors, and budgets in one simple system.

It’s built for event planners—whether you’re a solo freelancer or running a small agency. It’s ideal for managing weddings, corporate events, parties, or any other events.

You can:

  • Store and manage client details

  • Create and track events

  • Assign and monitor tasks

  • Manage event budgets

  • Keep track of vendors and payments

  • Set reminders and deadlines

Yes, you can easily customize the CRM to suit weddings, conferences, birthdays, or any other event type without coding.

Absolutely. The CRM allows you to manage multiple ongoing events, each with its own tasks, clients, and budgets.

Yes, you can add team members, assign them to events or tasks, and collaborate through shared access.

Yes, you can view upcoming events, deadlines, and task schedules using the built-in calendar.

No technical skills are required. The CRM is built on a no-code platform and is simple to set up and use.

Yes, you can create tasks, assign them, set deadlines, and track their status (pending, in progress, done).

Fuzen.io ensures data security with encryption, role-based access controls, and regular backups.

Yes, you can add team members and assign different roles to manage leads, tasks, and customer interactions.

Your CRM access will be paused. You can resume it anytime by renewing your hosting subscription.

You can request a live demo to see how the Event Planner CRM works before making a purchase.

Purchase the template, set it up on Fuzen.io, add your events, clients, and tasks—and start organizing your workflow efficiently.

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