Best CRM for Event Planning Services 2025: Top Solutions Compared

Event planning businesses juggle multiple clients, venues, vendors, and team members simultaneously. Without the right CRM system, crucial details can slip through the cracks, leading to unhappy clients and lost revenue. In this comprehensive guide, we’ll compare the best CRM for event planning services in 2025, focusing on solutions that streamline lead management, simplify scheduling, automate follow-ups, and enhance team coordination—all essential for running a successful event planning business.

Why Event Planners Need a Specialized CRM in 2025

Event planning involves complex relationship management across clients, vendors, venues, and internal teams. Generic CRM solutions often fall short in addressing the unique workflows of event management professionals. The right CRM for event planning services should handle everything from initial client inquiries to post-event follow-ups, while providing clear visibility into your event pipeline.

Key Challenges for Event Planning Businesses

Managing multiple events simultaneously without details falling through the cracks
Tracking communications with clients, vendors, and venues in one place
Creating and sending professional quotes and invoices quickly
Coordinating mobile teams across different event locations
Following up with leads and past clients consistently
Analyzing event performance and profitability

A specialized CRM for event planning services addresses these challenges by centralizing information, automating routine tasks, and providing tools specifically designed for event management workflows. Let’s examine the top CRM solutions available in 2025 to help manage your event pipeline, clients, and communications.

ClearCRM: Best Overall CRM for Event Planning Services

ClearCRM stands out as the top choice for event planning businesses seeking a balance of powerful features, affordability, and ease of use. With unlimited pipelines, extensive automation capabilities, and highly customizable workflows, ClearCRM adapts perfectly to the specific needs of modern event planners, from booking to execution.

Key Features for Event Planners

Unlimited Sales Pipelines: Create separate pipelines for different event types (weddings, corporate events, conferences) to track progress efficiently
Lead Capture Forms: Embed customizable forms on your website to automatically collect and organize potential client information
Time Tracking & Invoicing: Track billable hours and generate professional invoices and estimates for clients
Team Chat & Collaboration: Keep your entire team coordinated with built-in communication tools
Automated Workflows: Set up triggers and automated emails to nurture leads, confirm details, and book future events with ease

ClearCRM Pros

Unlimited deals, contacts, and leads even on starter plan
Highly customizable with unlimited custom fields
Intuitive interface requiring minimal training
Excellent value starting at just $19/month per user
Built-in email and unified inbox for client communication
White label branding capabilities

ClearCRM Cons

Newer to the market compared to some competitors
Some advanced features require higher-tier plans
Limited third-party integrations (coming soon)

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Jobber: Strong for Field Service Management

Jobber is primarily designed for field service businesses but offers features that can be adapted for event planning. Its strength lies in scheduling, dispatching, and client management, making it suitable for event planners who focus on on-site service coordination.

Key Features for Event Planners

Visual Calendar: Manage event schedules with a drag-and-drop calendar interface
Client Portal: Allow clients to view event details, approve quotes, and make payments
Mobile App: Coordinate teams in the field with GPS tracking and real-time updates
Quote Management: Create professional quotes and convert them to jobs with one click
Client Notifications: Send automated reminders about upcoming events

Jobber Pros

Excellent scheduling and dispatching capabilities
Strong mobile app for field coordination
Good client communication tools
Intuitive user interface
Solid quote and invoice management

Jobber Cons

Higher starting price ($69/month for 2 users)
Limited customization options
Not specifically designed for event planning
Basic automation capabilities
Limited sales pipeline functionality

Housecall Pro: User-Friendly Service Management

Like Jobber, Housecall Pro was designed for service businesses but can be adapted for event planning. It offers a user-friendly interface with solid features for client management, scheduling, and invoicing, though it lacks some event-specific functionality.

Key Features for Event Planners

Scheduling & Dispatching: Manage event timelines and team assignments
Client Management: Store client information and communication history
Invoicing & Payments: Create professional invoices and accept online payments
Mobile App: Manage events and teams on the go
Email Marketing: Send automated emails to clients and prospects

Housecall Pro Pros

Intuitive, easy-to-learn interface
Strong mobile capabilities
Good client management features
Solid invoicing and payment processing
Helpful customer support

Housecall Pro Cons

Expensive for small teams ($65/month per user)
Limited customization options
Not designed specifically for event planning
Basic reporting capabilities
Limited automation features

ServiceTitan: Enterprise-Grade Solution

ServiceTitan is a comprehensive, enterprise-level solution primarily designed for large service businesses. While powerful, it may be overly complex and expensive for most event planning companies, unless they’re operating at a significant scale with multiple departments.

Key Features for Event Planners

Advanced Scheduling: Manage complex event schedules and resource allocation
Comprehensive CRM: Track all client interactions and history
Marketing Automation: Create sophisticated marketing campaigns
Reporting & Analytics: Generate detailed reports on business performance
Mobile Capabilities: Manage operations from anywhere

ServiceTitan Pros

Extremely comprehensive feature set
Powerful reporting and analytics
Advanced automation capabilities
Robust customer management
Extensive customization options

ServiceTitan Cons

Very expensive (custom pricing, typically $$$$ range)
Steep learning curve
Overwhelming for small teams
Requires significant implementation time
Not specifically designed for event planning

HubSpot: Marketing-Focused CRM

HubSpot is a solid choice for event marketing-focused businesses but may lack operational depth needed for execution-heavy workflows. While its free tier provides basic functionality, event planning businesses will likely need the premium features to get the most value. HubSpot excels at lead nurturing and marketing automation but lacks some event-specific features.

Key Features for Event Planners

Contact Management: Track and organize client and prospect information
Marketing Tools: Create email campaigns and landing pages
Pipeline Management: Visualize and manage your sales process
Meeting Scheduling: Allow clients to book appointments directly
Reporting Dashboard: Monitor business performance metrics

HubSpot Pros

Free starter tier available
Excellent marketing automation
Strong lead nurturing capabilities
Good integration ecosystem
Comprehensive knowledge base and support

HubSpot Cons

Essential features require premium tiers ($45/month and up)
Limited customization in lower tiers
Lacks event-specific functionality
Can become expensive as you add features
Moderate learning curve

Essential CRM Features for Event Planning Services

When selecting a CRM for your event planning business, prioritize these key features to ensure you’re getting the functionality you need:

Lead Management

Look for robust lead capture, tracking, and nurturing capabilities to convert more prospects into clients. The ability to segment leads by event type, budget, and timeline is crucial for targeted follow-ups.

Event Scheduling

A visual calendar with drag-and-drop functionality makes it easy to manage multiple events simultaneously. Look for features that prevent double-booking and allow resource allocation.

Team Coordination

Built-in communication tools keep everyone on the same page. Mobile access ensures your team can stay coordinated even when on-site at different venues.

Client Portal

Give clients visibility into their event planning process with a dedicated portal where they can view progress, approve proposals, and make payments.

Automation

Reduce manual work with automated follow-ups, reminders, and task assignments. Look for customizable workflows that match your specific event planning process.

Reporting

Gain insights into your business performance with reports on event profitability, team productivity, and client satisfaction to continuously improve your services.

Implementing a CRM for Your Event Planning Business

Successfully implementing a new CRM requires careful planning and execution. Follow these steps to ensure a smooth transition:

Implementation Best Practices

Define Your Workflow: Map out your current event planning process before configuring your CRM
Start Small: Begin with core features and gradually expand as your team becomes comfortable
Train Your Team: Ensure everyone understands how to use the system effectively
Import Existing Data: Migrate your client information and event history
Customize Fields: Adapt the CRM to capture event-specific information
Set Up Automation: Configure workflows to reduce manual tasks
Review and Refine: Regularly assess your CRM usage and make adjustments

“For busy event managers, the right CRM doesn’t just organize data—it transforms how teams plan, execute, and follow up on events. For our event planning business, implementing ClearCRM reduced administrative work by 65% and increased our client retention by 40% through better follow-up and communication.”

— Sarah Chen, Wedding & Corporate Event Planner

Conclusion: Choosing the Best CRM for Your Event Planning Business

After comparing the top CRMs for event planning, it’s clear that the right CRM event platform can drastically improve planning efficiency and team collaboration. With its combination of unlimited pipelines, powerful automation, affordable pricing, and extensive customization options, ClearCRM provides the tools needed to streamline operations and grow your business.

Why ClearCRM Leads the Pack

Value for Money: Starting at just $19/month per user, ClearCRM offers premium features at an accessible price point
Unlimited Flexibility: Create custom pipelines for different event types without restrictions
Ease of Use: Intuitive interface requires minimal training for your team
Comprehensive Tools: From lead capture to invoicing, ClearCRM covers the entire event planning workflow
Scalability: Grows with your business from solo planners to larger teams

Transform Your Event Planning Business with ClearCRM

Join thousands of event planning professionals who have streamlined their operations, improved client communication, and grown their businesses with ClearCRM.

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Frequently Asked Questions About CRMs for Event Planning

How much should I expect to pay for a good event planning CRM?

Pricing varies widely based on features and team size. Basic CRM functionality starts around -20 per user monthly, while comprehensive solutions can range from -200+ per user monthly. ClearCRM offers exceptional value starting at /month per user with unlimited contacts and pipelines, making it affordable for small to medium event planning businesses.

Can I use a general CRM for event planning, or do I need an industry-specific solution?

While general CRMs can work for event planning, they often require significant customization to handle event-specific workflows. Look for solutions that either cater to event management or offer extensive customization options like ClearCRM’s unlimited custom fields and pipelines to adapt to your specific needs.

How long does it typically take to implement a new CRM for an event planning business?

Implementation time varies based on your business complexity and the CRM chosen. Basic setup can be completed in 1-2 weeks, while full implementation with data migration, customization, and team training typically takes 1-3 months. ClearCRM’s intuitive interface and straightforward setup process can significantly reduce this timeline.

What features are most important for managing event client relationships?

Key features include: contact management with detailed client profiles, communication tracking, customizable event pipelines, document storage for contracts and proposals, automated follow-ups, and client portals. ClearCRM offers all these features with unlimited customization to match your specific client management approach.

Can I try a CRM before committing to a paid plan?

Most reputable CRM providers offer free trials or free plans with limited features. ClearCRM provides both a free forever plan and free trials of paid plans, allowing you to thoroughly test the platform before making a financial commitment.

Feature	ClearCRM	Jobber	Housecall Pro	ServiceTitan	HubSpot
Lead Tracking	✅ Unlimited leads with advanced tracking	✅ Basic lead tracking	✅ Lead tracking with limited customization	✅ Comprehensive but complex	✅ Advanced with tiered limitations
Quotes & Invoicing	✅ Built-in with templates	✅ Strong feature set	✅ Excellent	✅ Comprehensive	⚠️ Requires higher tier
Scheduling & Dispatching	✅ Visual calendar with automation	✅ Excellent	✅ Strong feature set	✅ Advanced	⚠️ Basic functionality
Mobile Team Coordination	✅ Real-time team chat & collaboration	✅ Good mobile app	✅ Strong mobile features	✅ Comprehensive	⚠️ Limited
Automated Follow-ups	✅ Unlimited workflow automations	⚠️ Basic automation	⚠️ Limited automation	✅ Advanced but complex	✅ Excellent but costly
Customization	✅ Unlimited custom fields & pipelines	⚠️ Limited customization	⚠️ Moderate customization	✅ Extensive but complex	✅ Extensive but costly
Ease of Use	✅ Intuitive interface	✅ User-friendly	✅ Easy to use	⚠️ Steep learning curve	⚠️ Moderate learning curve
Starting Price	$19/month per user	$69/month (2 users)	$65/month per user	Custom pricing ($$$$)	Free basic, $45/month for premium