CRM Software for Event Planners
Your planning skills are excellent. Your lead follow-up system should be too.
TraxionLab is the client management platform built for event planners who are done managing weddings and corporate events from their Gmail inbox. Every inquiry gets an immediate response, every proposal gets automated follow-up, and every completed event generates a review request.
5 things ready before you log in
Separate booking pages for consultations, venue walkthroughs, vendor coordination meetings, day-of management, and event follow-ups. Each event type starts with the right intake process.
Pre-written follow-up sequences for each event type, day-of management, full coordination, vendor management, and venue selection. Each covers the communication touchpoints specific to that service scope.
An Event Planner website and a consultation offer page, both pre-built and ready to customize with your portfolio, packages, and service area. The layout is done, you fill in your details.
An event inquiry form that captures the event type, date, budget range, and guest count before the first consultation. You arrive at every discovery call already knowing the scope.
A pre-built pipeline that tracks every event inquiry from first contact through signed contract. High-value inquiries no longer fall through the cracks during your busy season.
The Cost of Doing Nothing
An event planning inquiry that goes unanswered for 48 hours is almost always gone. A wedding client spending $10,000+ does not wait while comparing three planners.
Average job/lead value: $7,000
What Event Planner Owners Actually Deal With
Inquiries come in during your busiest moments and go cold
You're at a venue walkthrough when a wedding inquiry hits your email. By the time you respond six hours later, the couple has already spoken with two other planners. In event planning, the first planner to respond with a clear next step wins the consultation.
Long event cycles mean leads slip between the cracks
A corporate client requests a proposal in January for an October conference. You send it in February. By March you've moved on to spring events and forgotten to follow up. The client books someone else in April. Your pipeline had no system to catch a six-month lead.
You do extraordinary work and barely collect any reviews
Your clients are thrilled after the event, but nobody leaves a review. You manually ask a few people, some oblige, most forget. Meanwhile event planners with automated review systems build their reputation on every single event while yours stays flat.
Tools Built for Event Planner Companies
Solves pain point #1
Instant Lead Response Automation
Every inquiry from your website, social media, or contact form gets an immediate automated response: availability confirmation, a calendar link for a discovery call, and a brief overview of your process. You capture every lead even when you're on-site.
Solves pain point #2
Long-Cycle Follow-Up Workflows
For events 6–12 months out, TraxionLab sends timed check-in messages keeping you top-of-mind through the entire planning decision. A corporate client who requested your proposal in January hears from you again in March and April, without you lifting a finger.
Solves pain point #3
Post-Event Review and Referral Campaigns
One week after every event, clients receive an automated review request while their experience is still fresh. Happy clients who leave reviews also receive a referral prompt. Your online reputation builds automatically with every event you complete.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Get Your Free Event Planner Marketing Report
Your personalized marketing audit takes a look at the areas that matter most for getting found and chosen online:
- How your business shows up across the web
- Whether your online listings are accurate and consistent
- How your website performs for visitors
- What your reviews say and how you are responding
- Where you rank when local customers search for your services
- Which marketing tools and ad channels are working for you
You will get a score for each area, a clear picture of what is strong, and where you are leaving opportunity on the table, all specific to your business.
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Run the basics in one place.
Stop juggling spreadsheets, sticky notes, and a half-dozen apps to track leads. Launch puts your contacts, calendar, messaging, and follow-up under one roof.
Growth
Where serious businesses live.
You've got the basics down, but leads still slip and follow-up takes nights and weekends. Growth adds done-with-you onboarding, bi-weekly coaching, and one piece of work built for you every month.
Partner
Your back office, handled.
You don't have time to run the platform yourself. Partner gives you a custom-built website, white-glove setup, and a team building four pieces of work for you each month.
Annual billing only