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.