CRM for Event Planners

SupaBook is a CRM built for event planners managing events, vendors, clients, proposals, and invoices in one workspace, with AI call answering for inbound inquiries.

Start free or request a demo.

Event pipeline

A drag-and-drop kanban pipeline tracks events from inquiry through booked, planned, and completed. Each event carries its own record, so a planner managing several events at once is not relying on memory or a spreadsheet to keep dates and details straight.

Event and vendor records

• Full activity timeline per event, covering inquiries, calls, and vendor coordination.
• All client and vendor contacts tracked on the event record.
• Linked proposals, contracts, and invoices attached to each event.
• Custom tags and internal notes for venue, guest count, or vendor status.

Vendor coordination

Vendor contacts live on the same event record as the client, so coordinating a caterer, photographer, and venue does not mean juggling separate threads. Notes and status updates stay attached to the event they belong to.

AI call answering for event planners

Inquiry calls often arrive while a planner is on-site at another event. SupaBook's AI answers, captures event date, type, and guest count, and logs a lead automatically, so a busy weekend does not mean missed inquiries.

CRM for event planners FAQs

What makes SupaBook a good CRM for event planners?

It tracks events, vendors, and clients on one record, and handles proposals, contracts, and invoicing for each event.

Can SupaBook manage multiple events and clients at once?

Yes. Each event has its own pipeline stage and activity timeline.

Does SupaBook help with vendor coordination?

Yes. Vendor contacts and notes are attached to the same event record as the client.

Does SupaBook handle event proposals and contracts?

Yes. Proposals, contracts, and invoicing are linked to the event.

How does SupaBook handle inbound calls for event planners?

The AI receptionist answers, captures event details, and creates a lead automatically.