miEventto is the CRM for event planners that brings into one platform everything scattered today across WhatsApp threads, spreadsheets, loose PDFs and your team's memory: leads, quotes, contracts, vendors, staff, inventory, collections and invoicing. If you run weddings, corporate events, banquets, graduations or festivals, this guide explains exactly how it works and what changes in your operation from week one.
What miEventto is
miEventto is event management software with a built-in CRM, designed for agencies, wedding planners, venues, catering companies and production houses. Unlike a generic CRM — built to sell software or insurance — miEventto speaks the real language of the events business: event date, guest count, setup, menu, package, deposit, final balance, vendor purchase order and invoice.
Every account is a multi-user workspace with roles (admin, manager, team and auditor), so each collaborator sees exactly what they should while leadership sees the whole business in real time.
The problem a CRM for event planners solves
- 70% of leads arrive via WhatsApp and Instagram, and nobody knows who is handling them.
- Quotes are rebuilt from scratch every time, with different prices for identical services.
- Nobody remembers what the same client was quoted six months ago.
- The deposit gets collected, but the final balance is forgotten until the event is over.
- Vendors are booked over chat and double-booked on the same weekend.
- Leadership can't answer a simple question: how much did we sell this month, and who sold it?
Core modules
1. Client CRM with a 360° profile
Every client gets a HubSpot-style profile: tax data, auto-detected company logo, assigned owner, lifetime value indicators, revenue charts and a unified timeline with emails sent from the platform, notes, calls, quotes, events and payments. Unassigned clients can be auto-distributed among reps actively working quotes, with automatic notifications.
2. Quotes and sales pipeline
Build quotes on your own letterhead with line items, quantities, days, unit price, discounts and taxes. Each quote has a public client link, can be cloned in full for recurring events, and moves through a visual pipeline with automatic follow-ups at 3, 7 and 14 days.
3. Quote-to-event conversion and operations
On approval, the quote becomes an event in one click: sale, payment schedule, team tasks and vendor purchase orders are created. Inside the event you manage staff (with printable letterhead sheets), floor layout, guests with QR check-in, expenses, receipts and per-event profitability.
4. Vendors, inventory and fleet
Vendor directory with history, AI-assisted vendor onboarding, inventory with availability calendar so the same furniture is never committed twice, and vehicle fleet control with photos.
5. Collections and invoicing
Automatic per-event payment schedules, balance reminders, collection runs and electronic invoicing straight from the approved quote.
6. WhatsApp as a CRM
Connect your WhatsApp Business number through the Meta Cloud API and reply from a WhatsApp Web-style inbox inside the platform, with round-robin lead assignment, internal notes and every conversation linked to the client profile.
7. AI with your own keys
Quote analyzer, vendor and venue search, and AI-generated sales presentations with copy and imagery. AI runs on your own Claude and Gemini credentials, so usage is yours, transparent and predictable.
8. Analytics and reporting
Sales reports by month, client and owner, with charts, historical comparisons and PDF export including the same visualizations you see on screen.
Typical results in the first 60 days
- +35% to +42% quote close rate thanks to automatic follow-ups.
- -60% time spent on repetitive admin work.
- Zero forgotten balances with the collections calendar and reminders.
- Zero double-booked vendors with date-based inventory availability.
Who it's for
Wedding planners running more than two weddings a month; corporate event agencies with several account executives; venues and banquet halls; catering companies; concert and festival producers; and graduation and quinceañera organizers.
FAQ
How is miEventto different from a traditional CRM?
A traditional CRM stops where the event begins. miEventto covers the full cycle — lead, quote, contract, production, staff, guests, collections and invoice — with the event date as the backbone.
Can I migrate my current clients?
Yes. Import clients, quotes and inventory from spreadsheets, and sync your Google contacts.
Does it work from a phone on event day?
Yes. The platform is responsive and the critical views are optimized for mobile.
How much does it cost?
Starter, Pro and Business plans, billed monthly or yearly, with a 30-day free trial. AI features are included in the Business plan.
Start today
Try miEventto free for 30 days, no card required, with migration of your current clients included.