The CRM builder made for event planners

Every vendor, payment schedule, and timeline change tracked in one place — not scattered across a dozen supplier email chains.

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What most event planning businesses are stuck with

Vendor coordination has too many moving parts

Catering, venue, entertainment, and decor all need chasing separately, and one missed confirmation can derail the whole day.

Payment schedules get missed

Deposits and staged payments due at different points for different vendors are easy to lose track of.

Last-minute changes don't reach everyone

A timeline change the week of the event needs to reach every vendor and the client at once, not trickle out over separate calls.

A CRM shaped like your business, not a sales textbook

This is what ValensCRM's custom CRM builder looks like in practice — every object below is one you drag, drop, and rename yourself, or describe your business to the AI builder and get this exact structure generated in under a minute.

👤Clients

NamePhoneEvent TypeNotes

🎉Events

StatusClientDateBudget

🤝Vendors

EventTypeStatusContact

💷Payment Schedule

EventAmountDue DateStatus

A pipeline that matches how the work actually moves

Enquiry

New request in

Proposal

Quote sent

Booked

Deposit paid

Planning

Vendors confirmed

Event Day

Live

Automations that quietly do the follow-up for you

When

A payment schedule's due date is 7 days away

Then

Create a reminder task to chase the payment

When

An event's status changes to Event Day

Then

Send the client a final-details confirmation email

A custom CRM builder for other trades too

🍽️ Caterer CRM 💐 Florist CRM 🪟 Window Cleaning CRM 🔧 Plumber CRM

Browse every industry

Build your event planning CRM in the next 10 minutes

Free to start, no card required. 14-day free trial on every paid plan.

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