04 — CRM + Pipeline
Never lose a lead again.
Replace inbox chaos with a proper pipeline. Every inquiry tracked from first touch to signed contract with templates, automations, and full visibility.
What's included
Lead Pipeline
Visual pipeline showing every inquiry and where they are in your booking process.
Automated Follow-ups
Instant response templates and timed follow-up sequences so no lead goes cold.
Email Templates
Professional response templates for every stage — inquiry, consultation, proposal, contract.
Calendar Integration
Sync with your calendar for availability checking and consultation scheduling.
Client Portal
Give clients a branded space to view proposals, sign contracts, and manage their booking.
Analytics
See your conversion rates, response times, and revenue pipeline at a glance.
Frequently asked questions
What CRM do you use?
We set up and customise industry-leading CRM platforms, configured specifically for wedding vendor workflows.
Can I migrate from my current system?
Yes. We handle full data migration from spreadsheets, email, or other CRM systems.
How long does CRM setup take?
A full CRM setup with automations and templates typically takes 2-3 weeks.
Still have questions?
Book a free 30-minute strategy call. We will look at your current marketing and give you a clear plan.
Trusted by
Photographers, venues, florists, and planners across Australia and worldwide.