From first enquiry to confirmed booking
A wedding enquiry can arrive months before the event. Record the contact, enquiry source and opportunity, then keep the documents with the client record. The pipeline distinguishes an enquiry to qualify from a quote already sent or a deal won.
Sales progress and a confirmed booking have different meanings: an interested prospect does not confirm a date. Check the calendar and agreed conditions before confirming the event.
Find the details without searching every message
- Individual and business contacts with contact details and billing information.
- Tags, acquisition source and custom fields for your type of business.
- Document and activity history, with tasks and reminders linked to the record.
- CSV contact import and export to start from an existing client list.
Example: two enquiries for the same Saturday
Create an opportunity for each enquiry, check the resources and record the next action and its date. You can follow up a pending proposal without treating a sales option as a confirmed commitment.
Before importing an existing file, remove duplicates and retain only necessary data. Useful client history helps you handle the enquiry rather than collecting personal information without a purpose.
Frequently asked questions
Who is this event CRM for?
Service providers selling a service for a specific date: photographers, DJs, photo booth rental businesses, videographers, decorators and entertainers. The business pages describe the relevant setups.
Does it find customers for me?
Gestiway organises your company's enquiries and clients. It does not provide a marketplace or a directory of sales leads.