Event Planning Company CRM

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Hi there,

Need someone to build or create a CRM for a wedding and event planning company, needs to have the following capabilities -

Add all client info - Names of clients, Emails, Phone numbers, address, wedding dates

Add All vendor info - Company name, Contact Person, Email, Phone number, Catagory

Catagorys -

Add each vendors description and items for hire / sale and pricing (maybe multiple options)

For example -

Hair and makeup -

Artist 1

Option 1-Hair and makeup with airbrush $200

Option 2 - Hair and makeup for bridesmaid - $180

Option 3 - Hair only - $100

Need to have Quoting template to be able to pre populate clients details as well as select from above catagories to select vendors and packages to make up quote.

Typically this would include


Photography Companies

Hair and Makeup


Furniture hire

Videography companies




with multiple options to choose from for company as well as sub catagories for packages and pricing for each company

Basically a fast easy way for us to quote clients by just selecting each vendor and package.

Needs to be user friendly with option to update pricing, descriptions and extra catagories as we go as well as give each vendor our own rating.

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