Why use a CRM? Investing in a good CRM is the smartest thing a wedding or event planner can do in 2025 to future-proof their business. If you are unsure about the real benefits of using a CRM system, take a look at our previous blog post The Ultimate Wedding Planning CRM Guide: Efficiency & Profit before you continue with this blog post!
Now that you’ve read our previous post and understand the benefits of using a CRM, let’s take a deep dive into what happens next!
Why use a crm – The W.E.D.O Framework
At Wedo Planner, we created a simple four-step framework to ensure you are working at maximum productivity and efficiency. Once you adopt the W.E.D.O Framework, you experience the positive impact on your business. So, the question is ‘why use a CRM?’.
W – Workflows simplified
Managing your weddings and events over multiple spreadsheets will be a thing of the past now, because you know that you will be able to automate tasks, set up payment reminders and follow-ups with your clients with ease. Additionally, this means that now you can create more time for strategic planning. Why use a CRM? You should use one only if you are ready to use a unified platform to manage your weddings and events.
E – Enhanced client satisfaction
We believe that having a holistic view of your clients always goes a long way. Understanding their love languages at the beginning of your relationship, understanding their preferences and being attentive to key dates and names go a long way in providing a valuable and personalised service. Moreover, stronger relationships will always translate to positive reviews.
D – Driving your revenue
Investing in a CRM will not only allow you to achieve better business organisation, but will also directly contribute to boosting your bottom line. With the help of a good CRM, you will effectively capture, qualify and nurture leads through a structured sales pipeline. Furthermore, with automated follow-ups, you will see an increase in conversions from warm leads to hot deals, driving successful bookings and ultimately more closed sales.
Automating follow-ups in the sales process also minimises time spent on administrative tasks, giving you more time to focus on billable activities such as planning more events, meeting with clients and focusing more on the creative side of planning. More billable hours directly translate to increased revenue!
O – Owning and taking time back for yourself
With the demands of event planning and creating memorable events, it is important to consider your well-being along the way for the sustainability of your business. Wedo Wedding CRM offers you the gift of time by providing tools for automation and centralising all information. Your business can only flourish if you are physically and mentally present. Without you there is no business.
So, why use a CRM? – Here’s what happens after you invest in a CRM?
When you choose the right CRM, expect:
- A full transformation in the way you access and manage your business information and client details.
2. To feel more confident and in control when communicating with vendors.
3. To feel more confident and in control when communicating with vendors.
4. To impress your clients with your professionalism and your attention to detail.
5. Expect an influx of new clients from positive referrals.
6. Expect to generate more revenue than ever.
Be prepared to Win more business, be more Efficient, be Dependable and be more Organised!
Why use a CRM? – Conclusion
We hope you understand the importance of using the right CRM for your business.
We want you to consider Wedo Wedding CRM if:
- You are currently not using a CRM and have understood how our W.E.D.O Framework can positively impact your business for growth
- You are already using a CRM but are unable to answer “YES” to each step in our framework
If you are a wedding planner or event professional and looking for the best CRM for your business, contact us today and book your free discovery call with us to start!
