CRM for Event Planners
Event Planners need more than a place to store names. They need a CRM that keeps client, event, vendor, and proposal context close to the real work: consultations, vendor coordination, timelines, and approvals. Smackdab brings the conversation, schedule, proposal, email, and follow-up into one bright workspace for event and production teams.
Why it matters
Smackdab gives event planners one connected place for client, event, vendor, and proposal context, so teams can respond faster, send clearer event packages, alternates, and add-on services, and keep proposal reminders, timeline tasks, and post-event check-ins moving without juggling disconnected tools.
The work Smackdab keeps together
event and production teams often lose momentum when venue inquiries, referrals, forms, and repeat client requests land in one place and consultations, vendor coordination, timelines, and approvals live somewhere else.
Important context gets scattered across inboxes, calendars, spreadsheets, and notes before proposal reminders, timeline tasks, and post-event check-ins happen.
Customers expect fast answers, clear options, and a next step without the team rebuilding the story every time.
Capture the right request
Bring venue inquiries, referrals, forms, and repeat client requests into CRM records so every new conversation starts with the right person, company, source, and next step.
Turn interest into a clear offer
Use proposals, quotes, catalog items, pricing options, and email follow-up to package event packages, alternates, and add-on services in a way customers can understand and approve.
Keep the work moving
Use bookings, tasks, reminders, shared inbox workflows, and automations to coordinate consultations, vendor coordination, timelines, and approvals without losing the customer thread.
Follow up like it matters
Use AI assistance, campaign lists, and activity history to make proposal reminders, timeline tasks, and post-event check-ins feel personal instead of random.
Smackdab capabilities for Event Planners
CRM records, contacts, companies, deals, notes, tags, custom fields, and pipelines
booking, scheduling, reminders, calls, meetings, and calendar-connected activities
shared inbox, Gmail and Outlook workflows, templates, signatures, and email-to-record linking
forms, lists, segmentation, campaigns, opt-in workflows, and email or text outreach
proposals, catalog items, pricing options, versions, alternates, and client review
workflow automation, assignment, follow-up sequences, waits, conditions, SMS, emails, and HTTP steps
dashboards, reporting, onboarding, command palette, roles, teams, permissions, and workspace controls
AI summaries, writing help, guided answers, and next-step support
Make event planners follow-up easier Questions about Smackdab for Event Planners?
Straight answers for event planners deciding whether Smackdab fits the way they sell, serve, and follow up.
Is Smackdab a good CRM for event planners?
Yes. Smackdab is a strong fit for event planners because it keeps client, event, vendor, and proposal context, consultations, vendor coordination, timelines, and approvals, and customer follow-up in one connected workspace.
Can event planners manage proposals and follow-up in Smackdab?
Yes. Teams can use Smackdab for event packages, alternates, and add-on services, email follow-up, reminders, tasks, and pipeline visibility without moving between disconnected tools.
Does Smackdab help with proposal reminders, timeline tasks, and post-event check-ins?
Yes. Smackdab supports reminders, email templates, shared inbox workflows, automations, campaign lists, and AI-assisted writing so proposal reminders, timeline tasks, and post-event check-ins stay visible.