The Notion CRM for Wedding Planners
Run your entire wedding planning business in one beautifully branded, fully connected workspace.
Finally Connect All The Moving Parts
This isn’t just a CRM.
It’s your:
Inquiry + Lead Tracker
Client Planning Portal
Planner Team Hub
Vendor Database
Timeline Builder
SOP Library
Content Brain
Automation Command Center
All in one place. No more bouncing between Google Drive, random spreadsheets, PDFs, and sticky notes that may or may not be in your car.
Perfect For:
Wedding planners who are scaling
Planners hiring lead planners or assistants
Planners who feel scattered across platforms
Creative Type B planners who need structure without losing creativity
Planners who want their backend to feel as elevated as their design work
What This Notion CRM Actually Does
Centralizes Your Entire Business
Track inquiries, contracts, vendors, budgets, timelines, and design notes — all connected in one workspace. No more scattered spreadsheets or buried emails.
Creates a Branded Client Portal
Give every couple a private planning dashboard with their timeline, vendor info, tasks, layouts, and documents — customized to your brand and process.
What This Notion CRM Actually Does
1.Centralizes Your Entire Business
Track inquiries, contracts, vendors, budgets, timelines, and design notes — all connected in one workspace. No more scattered spreadsheets or buried emails.
2.Creates a Branded Client Portal
Give every couple a private planning dashboard with their timeline, vendor info, tasks, layouts, and documents — customized to your brand and process.
3.Keeps Your Team Aligned
Lead planners and assistants access the same live information, assigned tasks, and event details — with no version confusion.
4.Automates Your Workflow
From inquiry to booked client to fully built planning portal — automate tasks, duplicate timelines, and trigger assignments so nothing falls through the cracks.
Take a peek at our Notion Portal for Cause We Can Events
Want a sneak peek of what it’s like to use Notion as a CRM?
Download my FREE Notion Wedding Timeline Template — fully organized with separate tabs for:
Photographer
Caterer
Wedding Party
It keeps every vendor aligned while allowing you to toggle views by role.
Want a sneak peek of what it’s like to use Notion as a CRM?
Download my FREE Notion Wedding Timeline Template — fully organized with separate tabs for:
Photographer
Caterer
Wedding Party
It keeps every vendor aligned while allowing you to toggle views by role.
Ready to ditch your old CRM?
We teamed up with Notion pro, Ania, from She creates management to bring you the ultimate wedding planning portal fully designed on notion!