Use this checklist when you compare wedding CRMs. Every point is something a wedding business uses in a normal week.
Leads
- Add a lead with client, event date and occasion
- Record the source (Instagram, WhatsApp, website, walk-in, referral)
- Multi-day events in one lead
- Assign a lead to a team member
- See open, quoted, converted and lost
Quotes and invoices
- Price from your own service list
- GST on top or included
- Logo, PAN/GST, bank and UPI on every document
- Share a quote link and PDF on WhatsApp
Orders and payments
- Convert a lead to an order in one tap
- Payment plans: Full, 50/50, 30/40/30 or custom
- Record UPI, bank, cash, card and cheque
- See paid, balance, due and overdue
- Payment reminders on WhatsApp
Calendar and team
- Free, limited and full dates while quoting
- One calendar for every booking
- Block days off
- Team members with roles and their own login
- Works on Android, iPhone and the web
- Brings new customers, not just organises old ones
Wedza CRM ticks every box above.
Questions
Which feature matters most?
For most wedding vendors: a phone app with date availability and WhatsApp quotes. Those two decide whether you win the booking.