Wedding planner CRM software

Leadsfrom inquiry to booked.

A branded inquiry form on your website, a kanban pipeline to work every lead, proposals with installments sent by link, and one-click conversion into a fully set-up wedding. No more inquiries lost in your inbox.

Mitra Planner

Kanban
pipeline
Embeddable
lead form
Custom
questions
Proposals
by link
Follow-up
reminders
One-click
conversion

What's included

Built to win the couple.

Kanban sales pipeline

Move leads through new, contacted, qualified, proposal sent, and converted — or define your own stages. Every lead keeps a full activity timeline: notes, follow-ups, status changes, and proposals.

Branded capture form

A hosted inquiry form with your heading, your questions, and budget dropdown options. Share the link on Instagram or embed the form on your website with a copy-paste snippet.

Proposals with installments

Build proposals from reusable templates: services, costs, and a payment installment schedule. Send by link, track when a proposal is out, and attach it to the lead.

Questionnaires

Send questionnaires from templates to capture wedding details, preferences, and expectations before the first meeting — answers stay attached to the lead.

Follow-up reminders

Set a follow-up date on any lead and see everything due at a glance. Warm leads stop going cold because a reply slipped your mind during wedding season.

One-click conversion

When a couple signs, convert the lead into a wedding — couple names, date, city, guest count, budget, and the attached proposal with its installments all carry over automatically.

How it works

Every inquiry. One pipeline. Zero lost leads.

Capture

Couples fill in your branded form — from your website, your Instagram bio, or a direct link. The lead appears in your pipeline with every answer attached.


Work the pipeline

Qualify, add notes, set follow-ups, and send a proposal with your services and installment schedule. The kanban board shows exactly where every couple stands.


Convert

One click turns the signed lead into a wedding with the proposal’s installments already in the payment plan. Planning starts with zero re-typing.

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Also in Mitra

FAQ

Common questions.

Does Mitra have a CRM for wedding planners?

Yes. Mitra includes a leads CRM with a kanban pipeline, customizable stages, follow-up reminders, notes, and a per-lead activity timeline — built specifically for wedding planning businesses.

Can I embed the lead form on my website?

Yes. Mitra generates an embed code you paste into your website, plus a hosted link you can use anywhere — Instagram bio, email signature, or WhatsApp. Submissions appear in your pipeline instantly.

Can I customize the inquiry form?

Yes. You control the heading, description, submit button text, success message, which fields are shown, budget dropdown options, and can add your own custom questions.

How do proposals work?

Proposals are built from templates with your services, costs, and payment installments. You send them by link and can attach them to a lead — when the lead converts, the installments become the wedding’s payment plan.

What happens when a lead becomes a client?

You convert the lead into a wedding with one click. Couple details, wedding date, city, guest count, budget, and the attached proposal all transfer automatically — no re-entering data.

Start today

Stop losing leads to a messy inbox.

Start your 30-day free trial — every feature included, no credit card required.

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