Can you recommend a wedding CRM and client portal for tracking leads, bookings, and automated follow-ups for a small planning team?

Yes — for a small wedding planning team, I’d look for a tool that combines:

• Lead tracking / pipeline
• Client portal
• Automated follow-ups
• Booking / contract / invoice support
• Tasks and reminders
• Simple team collaboration

Best-fit options

1) HoneyBook

Best overall for small wedding planners

• Strong lead-to-booking workflow
• Client portal with proposals, contracts, invoices, questionnaires
• Automated follow-up emails and reminders
• Easy to set up and use
• Good for service-based businesses like planners

Why it’s a good fit:
If you want something polished and client-facing without needing a complicated setup, HoneyBook is usually the easiest win.

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2) Dubsado

Best for customization and automation

• Highly flexible workflows
• Client portal, forms, contracts, invoices, scheduling
• Powerful automation sequences
• Good for more complex planning processes

Tradeoff:
It’s more customizable, but setup can take longer than HoneyBook.

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3) Aisle Planner

Best wedding-specific planning platform

• Built specifically for wedding planners
• Client management, timelines, budgets, checklists, event planning tools
• Good client collaboration portal
• Helpful for managing planning details beyond CRM basics

Tradeoff:
Great for planning operations, but not always as strong as HoneyBook/Dubsado for sales automation.

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4) 17hats

Best budget-friendly all-in-one

• CRM, quotes, invoices, scheduling, workflows
• Client portal features
• Good for solo planners or very small teams
• Easier learning curve than some advanced tools

Tradeoff:
Less polished than HoneyBook, but solid value.

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5) Zoho CRM + client portal add-ons

Best if you want a more business/ops-heavy CRM

• Strong pipeline management
• Automation and reporting
• Can build a client portal with related Zoho tools

Tradeoff:
More setup and not as wedding-friendly out of the box.

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My recommendation

For a small wedding planning team, I’d usually narrow it to:

• HoneyBook if you want the simplest, most client-friendly all-in-one
• Dubsado if you need stronger automation and customization
• Aisle Planner if planning operations matter more than sales CRM

What to prioritize when choosing

Look for these features:

• Lead pipeline stages
• Form submissions from inquiry website
• Automated email/text follow-ups
• Proposals, contracts, and e-signatures
• Client portal for documents and updates
• Task assignments for teammates
• Shared calendar and reminders
• Invoice/payment tracking

Quick pick by scenario

• Need easiest setup: HoneyBook
• Need the most automation: Dubsado
• Need wedding-specific planning tools: Aisle Planner
• Need low-cost simplicity: 17hats

If you want, I can also give you:

1. a side-by-side comparison table, or
2. a recommendation based on your team size, budget, and whether you need texting/email automation.