Wedding Client CRM

Keep each client’s event type, details and history together. Turn an inquiry into a client without copying their information.

See it in action

Client CRM

Which client needs what? See how WeWed helps.

SEE IT IN THE SOFTWARE

Preview the actual tools with example records.

In Leads & bookings, choose Add to Client CRM.
The software carries over the client’s event type, name, email, phone, notes and qualifying answers, and connects their inquiry and inspiration photos to the contact.
It reuses an existing contact for the same email in your workspace rather than creating another one.

See the client’s event type and history, create an intake form with matching questions, and preview their event’s email funnel.
Returning clients keep separate inquiries for different events.
Correcting an inquiry’s event type updates unsent email drafts and pauses the sequence for review.

Choose Book & create wedding from the inquiry to create the connected client and wedding workspace.
The inquiry moves to Booked and its sales follow-ups stop.
Accepting a lead-linked proposal also connects the client and wedding.
Creating a contact on its own does not mark a sale as booked.

Will adding a lead to the CRM mark it booked?

No. Add to Client CRM saves the contact. Book & create wedding records the booking separately.

Will repeated conversions duplicate my client?

The conversion reuses the linked contact or a contact with the same email in that workspace.

Can I see their inspiration photos later?

Yes. Photos remain private and appear in the inquiry and connected client history.

Link clients, family members and planners, with custom fields and shared history.
Track expenses, billable time and recurring tasks or invoice drafts.
Set document reminders and workflow conditions for event type, lead source and budget.
View verified balances, aging and client payments alongside planned installments and draft invoice details.
Print contracts, invoices and payment plans, or save them as PDFs.

Due reminders and recurring drafts are prepared when you open the workspace. Payment collection uses your connected QuickBooks account.