Build a Wedding Planner CRM with AI

A wedding planner CRM has to answer one question before any other: is that date free? Describe your packages, capacity and sources, and Mythex builds a CRM that files enquiries by wedding date, flags dates you cannot take, tracks venues and suppliers, and reminds you of follow-ups and anniversaries.

Who it's for

Planners answering every enquiry by hand before checking the calendar, losing track of which venue sent which couple, and keeping supplier impressions only in their head.

What you can build

Enquiries keyed by wedding date with a booked-date warning
Stages from enquiry to consultation, quoted and booked
Venue, guest count, budget range and source per enquiry
Venues tracked as referral partners
Supplier records with notes from each wedding
Past couples with anniversary reminders

Date first, everything else second

You can only take a limited number of weddings per weekend. When an enquiry arrives, the CRM checks the date against booked weddings and your capacity, so you can reply quickly when you are free and kindly when you are not. Keep turned-away enquiries too; a high count for peak Saturdays is a pricing signal.

Capacity per date you set
Booked-date flag on new enquiries
Turned-away count by month

Venues are partners, not just addresses

Record the venue on every enquiry and wedding, and the coordinator's contact. Over a season you see which venues send couples and how many book, and a reminder after each wedding there prompts a thank-you note. Venue coordinators recommend planners they trust.

A supplier book you actually use

For each supplier, keep category, region, style, price range and notes after every wedding: on time, easy to work with, what the couple said. When a new couple asks for a florist under a certain budget in a certain area, the answer is a filter, not a memory.

Follow-ups and anniversaries

Couples compare planners for weeks. Set a follow-up a few days after each consultation and when a quote is about to expire. After the wedding, a first-anniversary reminder costs nothing and keeps you in mind when their friends get engaged.

A prompt to start from

Build a CRM for my wedding planning business. Enquiries are keyed by wedding date and warn me if that date already has two weddings booked. Track venue, guest count, budget range, package interest and source, with stages enquiry, consultation, quoted, booked and lost. Keep venues as referral partners with a count of couples sent, suppliers with category, region, price range and notes per wedding, follow-ups 3 days after consultations, and first-anniversary reminders.

Questions

Can the CRM tell me if a date is already booked?

Yes. Set how many weddings you take per date and new enquiries are flagged when that date is full.

Can I track which venues refer couples?

Yes. Record the venue and source on each enquiry and the CRM counts referrals and bookings per venue.

Can I import my current enquiries?

Yes. Ask for a CSV import, upload your spreadsheet, and Mythex maps the columns and lists rows it could not read.

Can my team use it?

Yes. Ask for staff accounts and roles; each coordinator signs in to the published app.

Is it free?

The Free plan needs no credit card and gives daily credits, enough to build and publish a first version. Pro is $25/month.

Templates to start from

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Build Cost Estimator Template — Five-step calculator with lead capture
Garden Community Site Template — Event listings with team profiles
Agency Client Portal Template — PIN-protected views on a Kanban board