Bridal Marketing Group
Wedding Client CRM
Keep every couple’s details and history together. Turn a lead into a client without copying contact details.
From inquiry to client
In Leads & bookings, choose Add to Client CRM. The software carries over the couple’s name, email, phone, notes and qualifying answers, and connects their inquiry and inspiration photos to the contact. It reuses an existing contact for the same email in your workspace rather than creating another one.
One profile, one history
Client CRM contains client profiles and history. The sales pipeline lives in Leads & bookings, so you do not have to maintain two pipelines. Search contacts by name, email, phone or tag, then open the client to see related inquiries, files, messages, proposals and wedding records.
Book the wedding
Choose Book & create wedding from the inquiry to create the connected client and wedding workspace. The inquiry moves to Booked and its sales follow-ups stop. Accepting a lead-linked proposal also connects the client and wedding. Creating a contact on its own does not mark a sale as booked.
Questions about wedding client crm
Will adding a lead to the CRM mark it booked?
No. Add to Client CRM saves the contact. Book & create wedding records the booking separately.
Will repeated conversions duplicate my client?
The conversion reuses the linked contact or a contact with the same email in that workspace.
Can I see their inspiration photos later?
Yes. Photos remain private and appear in the inquiry and connected client history.