The challenge
Generic CRMs weren't built for date availability, tour scheduling, or multi-contact wedding sales.
What's included
Automatic scoring based on budget, timeline, engagement, and responsiveness. Override manually when your instincts say otherwise.
Attach the couple, parents, planner, and coordinator to a single lead — each with their own contact details and communication history.
Schedule tours, track outcomes, record feedback, and check date availability before booking.
Smart next steps, scheduled follow-ups, and stale lead alerts so no hot lead goes cold.
Generate proposals directly from lead records. Data flows through contracts, invoices, and payments without re-entry.
Capabilities
“We switched from HubSpot and it was like night and day. Everything is built around how we actually sell — tours, tastings, proposals. We closed 12 more weddings last year just from better follow-up and not letting leads slip through.”
Rachel Kim
Magnolia House · Nashville, TN · 55 weddings/year
Frequently asked questions
Also explore
Turn booked leads into signed contracts and collected deposits without switching tools.
Manage date holds, calendar conflicts, and booking confirmations across all your spaces.
See which lead sources drive the most revenue, not just the most inquiries.