For wedding planners

The CRM for wedding planners who run on referrals

Orbit is a simple all-in-one CRM for wedding planners, with one AI assistant called Hiro built in. Send a booking page so couples grab a consult, keep client and vendor threads moving, and ask Hiro to draft follow-ups and brief you before every meeting. You approve every touch. Free for 250 contacts, no credit card.

Why is wedding planning all relationship work?

A newly engaged couple is excited and impatient. They reach out to a few planners, and the one who replies warmly and makes them feel taken care of usually gets the consult. A booking page they can grab a time on beats a slow back-and-forth every time.

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.

What Hiro does for a planning business

Orbit has one AI assistant, Hiro, that opens with Cmd or Ctrl-J. Ask and it will:

  • Draft the threads that stalled: the couple waiting on a vendor quote, the venue you owe a reply, the photographer you meant to reconnect with.
  • Brief you before a consult or planning meeting from your CRM context: who the couple is, the budget, the timeline, and what to raise.
  • Build a booking page and forms so couples pick a consult slot themselves, and keep your pipeline updated as each wedding moves.

Your first 30 days as a planner

A simple way to get set up.

  1. 1Week 1: import your couples and vendor contacts, and tag each as couple, vendor, or past client so smart views stay clean.
  2. 2Week 1: set up your pipeline stages (Inquiry, Consult booked, Proposal sent, Booked, Planning, Wedding done, Past client).
  3. 3Week 2: connect a booking page so new couples grab a consult slot without the back-and-forth.
  4. 4Week 3: let Hiro draft your stalled threads, and ask it for a brief before every meeting.
  5. 5Week 4: ask Hiro to draft check-ins that 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 Hiro 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 handling inbound well is your edge, here is how to handle inbound leads for a service business like yours.

Couples book the planner who felt on top of it. With a booking page and Hiro drafting your follow-ups, that is you.

Keep exploring

Frequently asked questions

What is the best CRM for a wedding planner?+

Orbit fits wedding planners who run on referrals. It sends booking pages for consults, keeps client and vendor threads moving, briefs you before meetings, and its AI assistant, Hiro, keeps past couples and vendors warm. Free for 250 contacts, no credit card.

Can couples book a consult with me through Orbit?+

Yes. Orbit includes booking pages, so a couple can pick a consult slot from your real availability without the back-and-forth. The free plan includes one booking page; paid plans add unlimited booking pages and Google Calendar sync.

How does Orbit help with my vendor network?+

Tag your vendors, set a cadence, and ask Hiro to draft check-ins when they go quiet. Every draft waits for your approval, so the relationships that send you couples stay warm without feeling automated. Vendors carry a full timeline so each message fits.

How much does a wedding planning CRM like Orbit cost?+

The CRM is free to start: 250 contacts, one pipeline, tasks, calendar, a built-in email inbox, and one booking page. Pro is $14/mo or $112/yr with a 30-day trial (card required). AI is included on every plan with free monthly credits.

Look on top of it, from the first reply

Send booking pages and let Hiro draft your follow-ups. Free plan, no credit card, nothing sends without you.

Free forever plan. No credit card. No spam.