Best CRM for wedding planners: an honest 2026 comparison

The short answer

• Solo planner, mostly sales and admin: HoneyBook if you work in the US, Canada, the UK or Australia. Otherwise Dubsado, which is also cheaper per year.
• Full-service planner who builds timelines, layouts and guest lists: Aisle Planner, which was made for wedding planners.
• High-volume event business or venue: Planning Pod, which has the most features of any tool here.
• Solo planner on a tight budget: Plutio, from $19 a month.
• Planner whose real problem is the website and lost enquiries: WebNewBiz, which puts the website, enquiry capture and self-chasing invoices in one place. It has no seating charts, timelines or couple portal.

Prices are in US dollars at the time of writing (October 2026). Several of these tools have changed their prices in the last two years, so check each vendor's page before you commit.

What a wedding planner needs from a CRM

Wedding planning has an unusual sales cycle. A couple may enquire a year or more ahead, book after a call or two, then pay in three or four instalments while you juggle vendors, families and a day-of schedule. Score each tool on these points:

1. Enquiry capture. A website form that drops straight into the CRM, plus a way to bring in leads from the directories you advertise on. Couples often contact several planners at once, so a fast first reply matters.
2. Consultation booking. A scheduler, so couples pick a call time without five emails.
3. Proposal, contract and retainer together. The couple picks a package, signs and pays in one sitting.
4. Milestone payments. A payment schedule with automatic reminders.
5. Planning tools. Timelines, budgets, floor plans, seating charts, guest lists and a couple portal. These are what separate wedding software from general client-management tools.
6. Team seats for assistants and day-of coordinators.
7. Your country. Some tools only sell, or only take payments, in certain countries.
8. Price at your volume. Flat fees stay predictable. Per-project pricing rises as you book more weddings.

The six tools side by side

Aisle Planner: the specialist for full-service planners

Aisle Planner was built for wedding and event planners, and it shows. Every plan includes lead management, a scheduling assistant, proposals and interactive quotes, e-signatures, invoicing, online payments and unlimited users. From the 15-project plan up you also get the planning side: a client portal, checklists, timelines, budgets, style guides and colour palettes, vendor management, guest management, layouts and seating, and an event website with online RSVP.

Pricing is by active project. At the time of writing it costs $49.99 a month for Sales Essentials (no planning tools), $69.99 for up to 15 projects, $109.99 for 16 to 25, $164.99 for 26 to 50 and $229.99 for 51 to 100. Paying yearly saves 10%. The 30-day trial asks for a card.

Watch out for: built-in online payments need a business based in the US or Canada, with a business bank account and tax ID. If you work elsewhere, ask how you would take card payments before you move over. Per-project pricing also goes up as you grow, so count every wedding you are actively planning, not just this month's.

Best for: full-service and destination planners who build the timeline, floor plan and guest list for every wedding and want the couple to see it all in one place.

HoneyBook: the polished choice for solo planners

HoneyBook is a client-management platform for independent service businesses. It is strongest on the route from enquiry to booking: lead forms, proposals that bundle a package, contract and invoice, then card or bank payment. Milestone billing is well covered, with payment plans, invoices on custom schedules, optional or required autopay, and automatic reminders for upcoming and overdue payments.

At the time of writing it costs $29 a month for Starter, $49 for Essentials and $109 for Premium, billed yearly. Monthly billing costs more. Starter allows 2 lead forms and has no automations, so most planners will want Essentials, which adds automations, the scheduler, SMS reminders and up to 2 team members. Card fees of roughly 3% per payment come on top, and bank transfers cost 1.5%. Every plan starts with a free trial.

Watch out for: there are no seating charts, floor plans or day-of timelines, and HoneyBook is only available to businesses in the US, Canada, the UK and Australia.

Best for: solo planners in those four countries who want sales and payments to run themselves and are happy to keep the planning detail elsewhere. If you can't decide between this and Dubsado, read our HoneyBook vs Dubsado comparison. It is written for web designers, but the booking and payment workflows are the same.

Dubsado: flexible and good value

Dubsado handles proposals, contracts and invoices like HoneyBook, with more control over forms, workflows and branding. Both plans include unlimited projects and clients, invoicing with payment plans, client portals and email integration. Starter allows one active lead capture form. Premier adds unlimited lead forms, automated workflows, advanced scheduling, public proposals and bookkeeping integration.

At the time of writing it costs $335 a year for Starter and $525 a year for Premier (roughly $28 and $44 a month). Paying monthly costs more. Three additional team users are free, and payments go through Stripe, Square or PayPal. The 21-day trial gives full Premier access without a card.

Watch out for: the flexibility takes time to learn, and the automations you probably want are on Premier only. Like HoneyBook, it has nothing for seating, floor plans or timelines.

Best for: solo planners and small teams outside HoneyBook's four countries, or anyone who wants detailed control over their workflows.

Planning Pod: the most features

Planning Pod now leads with venue management, but it still has a dedicated offer for wedding planning firms and more features than anything else here. You get lead capture forms and a sales pipeline (its site says leads from The Knot and WeddingWire can flow in), proposals, e-signed contracts, itemised invoices with payment schedules and card payments. On the planning side there are to-scale floor plans that double as seating charts with guest names and meal choices, day-of timelines with reminders, guest lists and RSVPs, wedding websites, vendor tracking, and client portals where couples sign, pay and track tasks.

Its site does not publish prices at the time of writing. You book a demo to get a quote. Third-party listings disagree with each other, so ask for a written quote for your number of events and users.

Watch out for: with this many features, setup takes time, and software built around venues can feel heavy for a one-person business.

Best for: high-volume event businesses, multi-planner firms and venues running many events at once.

Plutio: a low-cost back office

Plutio is an all-in-one business tool for freelancers and small teams. Every plan includes proposals, contracts, invoices, a scheduler, forms, a client portal and automations. Its split payments work well for weddings: you divide an invoice into 2 to 5 stages, by amount or percentage, and Plutio sends each payment request on its due date. Stages set on a proposal carry over to the invoice when the couple signs. It takes Stripe, PayPal, Square and bank transfer.

At the time of writing Core costs $19 a month (one person, 9 active clients), Pro $49 (unlimited clients, up to 30 contributors) and Max $199. Yearly billing is cheaper, and the 7-day trial needs no card.

Watch out for: there are no seating charts, floor plans, guest lists or RSVPs. If you have more than 9 couples on the books at once, you will need Pro.

Best for: solo planners on a tight budget who mainly want clean proposals and staged payments.

WebNewBiz: website, enquiries and invoices in one place

WebNewBiz is our own product, so bear that in mind as you read this section. It is not wedding planning software. It is a website builder with an AI CRM in the same platform. You describe your business, the AI drafts the website (pages, layout and copy), and you change it by chatting with the AI Copilot. From the Growth plan up, enquiries from your website land in the CRM automatically, the AI reads and scores each lead, and you get deals, tasks, bookings and invoices that chase themselves. If you raise the retainer and the balance as separate invoices, each one follows up on its own.

Workflow automations run on triggers such as a form submission or a scheduled date. The funnel builder can draft a landing page and opt-in for something like a free wedding budget checklist, and every sign-up becomes a contact.

Every plan is $1 for the first month. At the time of writing the CRM starts on Growth at $79 a month (3,000 contacts, 3 team members, free domain for a year). Pro at $149 adds email campaigns and social media marketing. Lite ($9) and Starter ($29) have no CRM.

Watch out for: there are no timelines, seating charts, guest lists or couple portal. It is a young platform with a much smaller app ecosystem than the big names, and the AI's first draft still needs your own photos, packages and words.

Best for: planners whose website is dated or whose enquiries are scattered across email, social media and directories. If you also need seating and timelines, you would pair it with a planning tool. That means two subscriptions, so be honest when you add up the total.

Which one to choose, by type of planner

Solo planners. Most of your admin time goes on emails back and forth and chasing payments. HoneyBook Essentials or Dubsado Premier handles both for roughly $44-49 a month billed yearly. On a tight budget, Plutio Core at $19 covers proposals and staged payments as long as you have 9 or fewer active clients. If you also need a new website, compare that combined cost with WebNewBiz Growth, which bundles the site and the CRM.

Full-service firms. You need planning tools the whole team works from: timelines, floor plans, seating, guest lists and a portal couples actually use. Aisle Planner fits best, with unlimited users on every plan.

High-volume event businesses and venues. With dozens of events running at once, Planning Pod's floor plans, timelines, payment schedules and client portals make sense. The alternative is Aisle Planner's larger tiers, which go up to 100 projects at $229.99 a month. Ask to test either one with your own data before you sign.

Planners still working from an inbox. If enquiries arrive by email, direct messages and a contact form nobody tracks, fix capture first. At this stage, a website form that feeds a CRM and sends a prompt first reply matters more than a seating chart. Our guide to lead follow-up automation shows how to set it up.

How to set up milestone payments that collect themselves

Whichever tool you choose, the setup is much the same:

1. Put the schedule in the contract: a retainer on signing, one or two interim payments, and the balance a few weeks before the wedding. Check local rules on non-refundable deposits.
2. Attach the schedule to the proposal or first invoice so the couple sees every date before signing.
3. Turn on automatic reminders a week before each due date and on the day.
4. Offer autopay or saved cards where the tool supports them, so later payments do not depend on anyone remembering.
5. Agree in writing what happens when a payment is late, so you never have to write an awkward email on the spot.
6. Check the fees. Card processing often costs around 3%, so consider offering bank transfer for large balances.

For more on choosing software with invoicing included, see our guide to CRMs with invoicing for small business.

Before you switch: a short checklist

• Run one real enquiry through the trial, from form to signed contract to paid retainer.
• Confirm the tool sells in your country and takes payments in your currency.
• Count the seats you need: assistants, day-of coordinators, a bookkeeper.
• Price the plan you will need in two years, not just today.
• Check how you would export contacts and documents if you leave.
• Find out whether couples need an account to pay or see their plans.

Quick answers

What is the best CRM for wedding planners?

For full-service planners who need timelines, seating charts and a couple portal, Aisle Planner is the strongest specialist. For solo planners focused on sales and payments, HoneyBook (US, Canada, UK and Australia) or Dubsado are the usual picks. Venues and high-volume event businesses should look at Planning Pod.

Is HoneyBook good for wedding planners?

Yes for enquiries, contracts and payment plans with autopay and automatic reminders. It has no seating charts, floor plans or day-of timelines, and it is only available to businesses in the US, Canada, the UK and Australia.

How much does a CRM for wedding planners cost?

At the time of writing (October 2026), from $19 a month for Plutio Core up to $229.99 a month for Aisle Planner with 51 to 100 projects. HoneyBook Starter and Essentials and both Dubsado plans cost roughly $28-49 a month billed yearly, and Planning Pod quotes after a demo.

Does WebNewBiz have seating charts or wedding timelines?

No. WebNewBiz gives you the website, enquiry capture in an AI CRM, bookings and invoices that chase themselves, from $79 a month on Growth after a $1 first month. For seating, floor plans and timelines you need a wedding-specific tool such as Aisle Planner or Planning Pod.

Which wedding planner CRM works best outside North America?

Dubsado and Plutio take payments through Stripe, PayPal and Square, which cover many countries. HoneyBook is limited to the US, Canada, the UK and Australia, and Aisle Planner's built-in payments need a US or Canada business, so check payment options first if you work elsewhere.

Related guides

• HoneyBook alternatives for small businesses, sorted by why you are leaving

Try it if it fits

If your website and enquiry handling are the weak spots, try the free AI Website Preview: describe your planning business in one sentence and it designs a homepage for you, free. If you like the result, see how the AI website builder and CRM work together, or start for $1 and cancel any time. And if a dedicated wedding tool suits your business better, choose that one. The best CRM is the one you will actually keep up to date.