The CRM for wedding planners who book on the first reply
Orbit is a CRM for wedding planners with 16 AI agents built in. Remy calls new inquiries back fast and books a consult before the couple books another planner, Tess keeps client and vendor threads moving, and Mia briefs you before every meeting. You approve every touch. Free to start, no credit card.
Why do couples book the planner who replies first?
A newly engaged couple is excited and impatient. They fill out three inquiry forms in an evening, and the planner who replies first, warmly and fast, usually gets the consult. By the time you check your inbox the next morning, two competitors have already booked discovery calls. The inquiry was never about price. It was about who made them feel taken care of first.
Then the real work begins, and it is relationship work in every direction. The booked couple needs steady, reassuring communication for a year. Your vendor network (florists, venues, photographers) sends you couples when you keep them close, and forgets you when you do not. And every past couple is a referral waiting to happen. Wedding planning is one of the most referral-driven businesses there is, which means the follow-up you skip is revenue you never see.
The agents that fit a planning business
Orbit ships 16 agents. Three carry a planner's desk:
- Remy, the voice agent, calls new inquiries back fast and books a consult from your real calendar, so an excited couple talks to you before they talk to anyone else. Runs on your own Vapi number inside the hours you set.
- Tess scans your inbox each morning and drafts the threads that stalled: the couple waiting on a vendor quote, the venue you owe a reply, the photographer you meant to reconnect with.
- Mia hands you a one-page brief 75 minutes before every consult or planning meeting: who the couple is, the budget, the timeline, and what to raise.
Your first 30 days as a planner
A simple way to get set up.
- 1Week 1: import your couples and vendor contacts, and tag each as couple, vendor, or past client so smart views stay clean.
- 2Week 1: set up your pipeline stages (Inquiry, Consult booked, Proposal sent, Booked, Planning, Wedding done, Past client).
- 3Week 2: connect a booking page and turn on Remy so new inquiries get a fast callback and a consult slot.
- 4Week 3: let Tess work your stalled threads, and use Mia's briefs before every meeting.
- 5Week 4: set June to keep past couples and key vendors warm, because that is where your referrals come from.
How the referral and vendor network stays warm
Your vendor relationships are a two-way referral engine. Keep your favorite florist and venue close and they send you couples. Let them drift and the flow stops. Tag your vendor network, set a cadence, and let June draft the touches that keep you top of mind. It is the same idea as building a referral network, applied to the people who can fill your calendar.
Every couple and vendor carries a full timeline, so you never walk into a meeting having forgotten the last conversation. Nothing auto-sends. If a fast first reply is your edge, this is what speed-to-lead means for a service business like yours.
Couples book the planner who replied first and warmest. With a fast callback, that is you.
Keep exploring
Frequently asked questions
What is the best CRM for a wedding planner?+
Orbit fits wedding planners who win by replying first and run on referrals. It books consults from inquiries, keeps client and vendor threads moving, briefs you before meetings, and keeps past couples and vendors warm. Free to start, no credit card.
Can Orbit reply to wedding inquiries for me?+
Remy, the voice agent, calls new inquiries back fast and books a consult from your real calendar. Voice is off by default, runs on your own Vapi number, and only calls inside hours you set. You can also send a booking page so couples pick a slot themselves.
How does Orbit help with my vendor network?+
Tag your vendors, set a cadence, and June drafts check-ins when they go quiet for 30 days or more. Every draft is a card you approve, so the relationships that send you couples stay warm without feeling automated.
How much does a wedding planning CRM like Orbit cost?+
The free plan is free forever: all 16 agents with your own AI key, unlimited contacts, one pipeline, a booking page, and proposals. AI and voice providers bill you at cost, typically cents to a few dollars a month for a solo planner.
Book the consult before they book elsewhere
Bring your own AI key and Remy, Tess, and Mia keep your couples and vendors moving. Free plan, no credit card.
Free forever plan. No credit card. No spam.