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.
What's Included
- Client pipeline from enquiry to post-event review
- Quote tracker with conversion rate overview
- Payment milestone tracker (deposit, balance, final)
- Vendor and venue contact database per event
- Event calendar with concurrent booking view
- Enquiry source tracking (referral, Instagram, website)
- Revenue and booking volume dashboard
- Lifetime updates
The Event Planner CRM manages the business of planning events — not just the event itself. Track every enquiry, quote, deposit, and payment milestone across all your concurrent bookings, so nothing slips through the gaps during your busiest months.
Most event templates manage the guest list. This one manages your business.
Why a Spreadsheet CRM?
Event management platforms like HoneyBook or Dubsado cost $16–$40/month. For freelance event planners and small companies doing 10–50 events per year, this template gives you the pipeline visibility and payment tracking that keeps your cash flow predictable — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Enquiries this month, conversion rate, revenue booked, upcoming events |
| Pipeline | Client enquiries tracked by stage: Enquiry → Proposal Sent → Deposit Paid → Confirmed → Complete |
| Events | Full event database with date, venue, type, guest count, and value |
| Payments | Deposit, interim, and final payment tracker per booking with status |
| Vendors & Venues | Contact directory for photographers, florists, venues, caterers, AV, etc. |
| Enquiry Log | Source tracking for all inbound enquiries (referral, social, website, directory) |
| Post-Event | Review request tracker and client feedback log |
Who It’s For
- Freelance event coordinators managing 10–50 events per year
- Small event planning companies with 2–5 staff
- Corporate event managers tracking multiple simultaneous client relationships
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at [email protected] and WhatsApp for quick questions. Most issues are resolved within a few hours.
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