CasperPortalWho it's for · Hospitality & events
CRM for Event Planners
A CRM for event planners tracks every inquiry, proposal and event date in one system. CasperPortal captures leads from your website and social messages, lets couples and clients book a consultation, sends proposals and invoices with payment links, and follows up after the event for feedback and reviews.
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What slows event planners down
Inquiries pile up in different inboxes
Leads come from your website, Instagram, Facebook and referrals. Tracking them across apps means slow replies and lost bookings.
Every event has its own moving parts
Contracts, deposits, deadlines and vendor details are hard to keep straight across several events at once.
Feedback and reviews are an afterthought
After a big event you are already onto the next one, so asking for testimonials and reviews slips.
A CasperPortal workflow for event planners
A client fills out your inquiry form with date and guest count
CasperPortal replies right away with a link to book a consultation
You send a proposal, then an invoice with a pay link for the deposit
The event moves through your pipeline with tasks for each deadline
After the event, a survey and review request go out automatically
Features event planners use most
Lead Capture Forms
Forms that embed on your current website and turn every submission into a CRM contact with follow-up.
Proposals & Estimates
Send quotes customers sign online, then turn the signed proposal into an invoice in one click.
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Customer Surveys
Send short surveys by text or email after a job and keep every answer on the customer's record.
Event Planners FAQ
How do event planners manage client communication?
Planners use CasperPortal to keep client messages from text, email and social channels in one inbox. You can create pipelines to track each event through contract, payment and deadlines.
Can we automate feedback collection after an event?
Yes. Set up a workflow that sends a survey to the client after the event to gather feedback, followed by a review request.
Can clients pay deposits online?
Yes. You can send invoices with a payment link, or a text-to-pay link, so deposits and final balances are easy to collect.