CRM & sales
The event planner CRM built around how events actually run
A CRM for event planners that follows the work from first enquiry to final payment: leads, meetings, quotations, events broken into functions, vendors, expenses — and the guest list when the event lands.
Why a generic CRM does not fit an event business
A sales CRM models a deal: one value, one close date, one owner. An event planner CRM has to model a wedding — five functions, forty vendors, three hundred guests, a quotation that changes twice, an advance, a balance, and a profit number you only learn at the end.
Lighter is built on that shape. The lead, the event, the functions, the vendors, the quotations, the expenses and the guests are the same record moving forward, not seven tools stitched together.
Leads, follow-ups and the people chasing them
Every enquiry gets an owner, a follow-up date and a source. Calls, meetings and notes sit on the record, so the person picking it up on Monday can see what was said on Friday.
The pipeline, in the words the product uses
A lead moves Fresh → Follow Up → Converted to Opportunity → Won or Lost. When it is won it becomes an event, and the details carry across rather than being retyped.
Lost leads keep their reason, so the pattern in what you are losing is visible instead of anecdotal.
Meetings that end up on the right calendar
A meeting has an agenda, invitees and an outcome recorded when it ends. Each person connects their own Google account, so the meeting and its follow-up reminder appear on the assignee’s calendar — and changes made in Google flow back.
From the CRM into the event
The same record becomes an event with functions, a checklist, vendors, a venue, a quotation and a set of expenses. Nothing is re-entered at the handover between sales and production, because there is no handover between systems.
And the guests, when it gets that far
Guest lists, RSVP collection over the Official WhatsApp Business API and reminders to the guests still pending — in the same system that holds the quotation and the vendor list.
Guest and RSVP features are available on the Enterprise plan.
Eight roles, enforced on the server
Sales works in leads, customers, meetings and quotations. Production works in events, vendors and expenses. Accounts works in finance. What a role cannot see is blocked by the API, not hidden by the interface.
See it on your own work
Bring one real enquiry to a 30-minute demo and we will set it up live, using your own numbers. Or start free and try it yourself.