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CRM built for event planners
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CRM built for event planners
EventQuo is a customer relationship management (CRM) and business management platform designed for wedding planners, event planners, and event vendors. Its primary function is to centralize the operational tasks involved in running an event planning business, including client communication, itinerary creation, payment collection, and vendor coordination. The platform is built to support the full lifecycle of an event, from lead tracking and contract signing to post-event analytics. Key features of EventQuo include a customizable event management module where users can create and track event details using time blocks, vendor assignments, and budget tracking. A client portal provides a branded space for clients to view itineraries, files, agreements, and updates. The invoicing and payments system, powered by Stripe, allows users to send invoices, track payments, and manage billing within the platform. Dashboard analytics display revenue, pipeline status, and event progress in real time. Vendor management tools keep contact information, communications, costs, and files organized and linked to specific events. Contact management tracks leads, booked clients, and past customers, storing contact details, notes, tags, and communication history. The platform also supports digital contracts for e-signature and custom intake forms for collecting guest details and preferences. Task flows and automation enable users to set up automated emails, tasks, and follow-ups triggered by contact events. Typical use cases for EventQuo include managing multiple weddings or events simultaneously, streamlining client onboarding with digital agreements and forms, and automating routine follow-ups. Workflows often start with lead capture, progress through contract signing and payment collection, and continue with itinerary building and vendor coordination. The client portal serves as a central hub for client communication throughout the planning process. EventQuo offers a free 14-day trial with no credit card required. Pricing tiers are based on the number of active events, contacts, and available features such as advanced analytics, custom branding, staff accounts, and priority support. The platform is accessible via web browser; specific technical requirements are not listed on the site. EventQuo was built by event planners for event planners and is intended for individual planners and teams.