Are there any wedding CRM and client portal platforms that handle email and SMS automation with customizable forms and workflows?

Yes — there are several wedding CRM/client-portal platforms that combine email + SMS automation, customizable forms, and workflow automation. The best fit depends on whether you want an all-in-one wedding-specific system or a general CRM you can adapt for weddings.

Wedding-specific platforms to look at

• Aisle Planner
  Wedding-focused CRM with client portal, planning tools, forms, tasks, and workflow-style automation. Strong for wedding pros who want an all-in-one system.

• HoneyBook
  Popular with wedding vendors. Includes lead forms, client portals, email automation, workflows, contracts, invoices, and some texting/SMS capabilities depending on setup/integrations.

• Dubsado
  Very flexible CRM with customizable forms, client portal, automated workflows, proposals/contracts, and email automation. SMS usually requires an integration.

• Planning Pod
  Event/wedding management platform with CRM, forms, portals, task workflows, and communication tools. Good if you want broader event management features.

• 17hats
  CRM with workflows, forms, client portal, and automation. Often used by solo wedding vendors and small teams.

If SMS automation is a must

Many wedding CRMs do email automation natively but rely on integrations for SMS. Common ways to handle that are through:

• Twilio
• Texting integrations via Zapier/Make
• Built-in texting add-ons, if the platform offers them

What to check before choosing

Make sure the platform supports:

• Custom intake/contact forms
• Automated email sequences
• SMS/text automation or integrations
• Client portal for files, messaging, approvals, and payments
• Workflow triggers like inquiry received, booking confirmed, payment due, timeline reminders
• Mobile-friendly experience for couples and vendors

If you want, I can also give you:

1. a side-by-side comparison table of the top 5, or
2. recommendations based on whether you’re a planner, photographer, florist, or venue.