How to customize a CRM to become a more organized and efficient wedding planner

As a wedding planner, you want to spend the majority of your time planning beautiful and meaningful weddings for your clients, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.

There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a wedding planner.

Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a wedding planner and make your CRM work for you.

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Imports and exports
Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As a wedding planner, it will be especially important to collect information on each wedding so that each couple’s special day is exceptional.

  • 📅Wedding Date (date field to keep track of each couple’s big day)
  • 💒Venue (contact link field to connect each record about a couple to more information on the venue they choose)
  • 💸Budget (currency field to list the couples’ budget)
  • 💍Guest Count (number field listing the guest count for the wedding)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.

As a wedding planner, you can use a pipeline to track your entire process. From the first time a bride or groom to be contacts you to when they finally say “I do”—store all of that information in your pipeline. Take a look at an example pipeline for wedding planners below.

Active statuses

Initial Consultation
Contract Negotiation
Venue Selection
Vendor Selection
Wedding Day Coordination
Payment Due

Closed statuses

Wedding Completed
Not Interested
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As a wedding planner, groups will help you easily track the people who make each wedding special. Take a look at a couple example groups that are perfect for wedding planners below.

  • 🍰Vendors
  • ‍👰‍♀️Couples
  • 💒Venues
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

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