For event planners and wedding coordinators
Manage Event Clients, Venues, Vendor Bookings, and Client Budgets in One Place
A complete client manager for event planners and wedding coordinators. Track inquiries, event budgets, vendor contracts, and client payment schedules in Google Sheets.
See the Template — €29 →Sound familiar?
- ✕ Event software costs over $400 per year
- ✕ Vendor contracts, venue load-in times, and client budgets are scattered across emails
- ✕ Missing deposit due dates leads to vendor cancellation risks
- ✕ You need a single dashboard showing active event timelines and revenue
What you get instead
- ✓ Event client pipeline from initial consultation to day-of coordination
- ✓ Vendor contact & deposit milestone tracker
- ✓ Client event budget vs actual expense calculator
- ✓ Lifetime access with zero monthly subscription fees
Event planners and wedding coordinators manage complex event timelines, vendor contracts, and client budgets. Paying monthly software fees for bloated tools eats into your event planning fees.
The ViaSheet Event Planner CRM Spreadsheet gives independent planners a visual event pipeline, vendor tracker, deposit alert engine, and client budget log in Google Sheets or Excel for a single one-time payment.
Event Planner CRM
Track every client enquiry, quote, booking, and payment milestone in one place. The business-side CRM for freelance event planners and small event companies — not another guest list template.
One-time payment · Instant download · Works in Google Sheets & Excel