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.
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.
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!
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.
Event Planner CRM – Organize Events with Ease
By Fuzen.io