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 Compatible with: Google Sheets and Microsoft Excel 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+.
Get it → viasheet.gumroad.com