The CRM Built for Wedding Planners
That's The One includes a wedding planner CRM: branded lead capture forms you share by link or embed on your website, a pipeline that tracks every enquiry from New to Booked, and questionnaires and team comments to move each lead forward.
Lead Forms, Your Brand
Build branded enquiry forms with your cover image, welcome message and custom questions — then share by link or embed directly on your website.
A Pipeline from New to Booked
Track every enquiry through clear stages — New, Followed Up, Proposal Sent, Contract Accepted, Booked — updated in one click from the leads table.
Everything You Need to Close
Send a questionnaire straight to a lead, keep internal notes, and @-tag teammates in comments so no enquiry slips through.
One pipeline for every wedding lead — captured, tracked and followed up.
A wedding fair conversation, a DM, a contact-form email — without enquiry management software they live in five places. Here, every lead lands in one table.
Stop losing enquiries
Know exactly where each lead stands
Statuses show who's new, who's gone cold, and whose contract is out — filter by status and work the list.
Internal comments with @-mentions keep the whole team on the same page about every conversation.
Follow up as a team
Lead forms that capture wedding leads anywhere
Your enquiry form, your brand — live wherever couples find you.
Branded to your business
Add a cover image, switch on your company branding, and write your own form title and welcome message — so the first touchpoint feels like your studio, not generic software.
Ask exactly what you need
Add and reorder questions, pick types like short text and email, and mark what's required. Name and email are always captured, and each submission creates the lead automatically.
Share by link or embed
Publish the form, copy your unique link for email and social bios, or use the embed code to place it directly on your own website.
Event lead management from New to Booked
Nine stages, one table — your whole sales journey at a glance.
A pipeline made for planners
Stages follow how weddings actually book: New, Cold, Followed Up, Initial Meeting Scheduled, Proposal Sent, Proposal Accepted, Contract Sent, Contract Accepted and Booked — updated from a dropdown.
One table, every enquiry
Every lead sits in a single table with name, email, status and date added. Filter by status to see exactly who needs attention this morning.
Manual entries welcome
An enquiry from a phone call or a wedding fair? Add it with + Create Lead, so nothing important lives only in your notebook.
A CRM for event planners, not salespeople
Generic CRMs track deals. This one understands weddings.
Qualify with questionnaires
Send a questionnaire directly to a lead before they book — date, venue, guest numbers, budget range — so the first call starts informed instead of exploratory.
Comments and @-mentions
Keep internal notes on every lead and @-tag teammates when something needs action — the conversation history stays on the lead, not in a group chat.
Part of the planning platform
The moment a lead books, the budget, to-dos, timeline, guest list and floorplan are already in the same tool — no exporting contacts into planning software.
From enquiry to proposal to signed contract
The pipeline and your paperwork speak the same language.
Stages mirror your paperwork
Proposal Sent, Contract Sent and Contract Accepted line up with That's The One's built-in proposals and contracts, so pipeline status and paperwork status never disagree.
Send a branded proposal with itemized services, a payment schedule and a contract your client signs digitally — no third-party e-signature tool needed. See how it works on the Contracts page.
Booked means booked
The final stage marks the lead officially converted into a client — your cue to open the event workspace and start planning in the same platform.
Replace the enquiry spreadsheet, keep your workflow
Everything the spreadsheet did, minus the copy-paste.
One home for wedding leads
Instead of an enquiry spreadsheet plus starred emails plus screenshots, every wedding lead lives in one pipeline with its status, questionnaire answers and comment history.
Priced for unlimited events
One subscription covers unlimited events and leads — enquiry volume can spike in peak season without your software bill spiking with it.
Works with your website
The embed code drops the form into the site you already have, whatever it's built on — capture starts where couples already find you.
A CRM for event management, not just weddings
The same pipeline runs birthdays, quinceañeras, corporate events and everything else you plan.
Every event type, one pipeline
Birthdays, quinceañeras, corporate events and private parties move through the same nine stages as weddings — one event CRM for your whole book of business, no separate tools.
Booked leads become full event workspaces
Convert a booked lead and the event workspace is ready to go — guest list, seating, budget and timeline — whatever the event type.
Busy seasons never hit a paywall
A packed corporate season or a run of summer weddings never stalls mid-pipeline — every plan includes unlimited leads and unlimited events.
“We used to manage RSVPs, emails, and guest info separately. Now it’s all in one place and it’s so much easier.”
Holly, Wonderlust Events
3 simple steps to turn enquiries into booked clients
We make it easy to capture enquiries, track them, and turn them into bookings.
Build and publish your lead form
Branded, with the questions you actually need answered.
Share the link or embed it
On your website, in your email signature, in your social bios.
Work the pipeline
Update statuses, send questionnaires, and take each lead from New to Booked.
Frequently asked questions
What is the best CRM for wedding planners?
The best CRM for wedding planners is one built around how weddings book — enquiry forms, a pipeline that runs from first contact to signed contract, and planning tools in the same place. That's The One includes all three in one subscription.
How do wedding planners get clients?
Most bookings come from venue relationships, past-client referrals, directories and your website. Whatever the source, the constant is capture: a lead form on your site and a pipeline that makes sure every enquiry gets a timely follow-up.
Can I embed the lead form on my own website?
Yes. Publish the form, then either copy your unique link or use the embed code to display the form directly on your website — enquiries flow into your pipeline automatically.
What pipeline stages are included?
Nine stages that follow the wedding sales journey: New, Cold, Followed Up, Initial Meeting Scheduled, Proposal Sent, Proposal Accepted, Contract Sent, Contract Accepted and Booked.
Can I customise the pipeline stages?
Not yet — the nine built-in stages are designed to cover the full journey from first enquiry to booked client, and they mirror That's The One's built-in proposals and contracts.
Can I add leads manually?
Yes. Use + Create Lead for enquiries that arrive outside your forms — phone calls, wedding fairs, referrals — so every lead is tracked in the same pipeline.
Can I send a questionnaire to a lead before they book?
Yes. Attach a questionnaire directly to a lead to gather dates, venue, guest numbers or anything else — so you qualify the enquiry before the first meeting.
Does the CRM cost extra per client or per lead?
No. Leads and lead forms are included in your That's The One subscription, which covers unlimited events — there's no per-client or per-lead charge.
Does it capture leads from The Knot or Zola automatically?
Not yet — marketplace integrations are on the roadmap. Today you capture leads with your form link or website embed, and add marketplace enquiries manually in seconds.
Can my team collaborate on leads?
Yes. Every lead carries internal comments, and you can @-tag teammates so they're pulled into the right conversation at the right moment.
What happens when a lead becomes a client?
Move them to Booked — the stage that marks the lead officially converted — then create their event and plan it in the same platform: budget, to-dos, timeline, guest list and floorplan.
Can I use the CRM for events other than weddings?
Yes. The same pipeline runs birthdays, quinceañeras, corporate events and more — and every booked lead converts into a full event workspace with guest list, seating, budget and timeline.
Wedding leads made easy 🖤
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