Quote requested
Hello {{nome}}! I have received your quote request for a {{tipo_evento}}. To point you the right way: 1) Preferred date? 2) How many guests? 3) Venue (do you have one or need a suggestion)? 4) Budget range?
🎉For Event planners
WhatsApp CRM for Event Planners
Every party quote becomes a deal in the pipeline, with open value, follow-up through to close and conversion by event type on the dashboard.
Event planners: real pain points
Recognize any of these problems?
1
A wedding or birthday quote gets lost in email
2
The client wants to adjust the contract and the planner’s personal WhatsApp explodes
3
Suppliers (catering, decor) uncoordinated on the day
4
No post-event follow-up, so the referral is lost
Ready-made templates for Events
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Sending the proposal
All set, {{nome}}! Proposal for the {{tipo_evento}} as a PDF: {{link}}. The package includes: {{incluso}}. Investment: R$ {{valor}}. Valid for: {{prazo}}. Can I clear anything up?
Countdown (30 days ahead)
Hello {{nome}}! 30 days until the {{tipo_evento}}. Your next tasks: 1) {{tarefa1}}, 2) {{tarefa2}}, 3) Final meeting on {{data}}. All under control?
Post-event + referral
Hello {{nome}}! How was the {{tipo_evento}}? We loved being part of it. If you know anyone planning something, refer them and get {{beneficio}} on your next event.
Frequently asked questions
Events: questions about WhatsApp CRM
Does an event pipeline by stage work?▾
Yes. Stages: lead → quote sent → contract → planning → pre-event → event → post-event. Each stage has automatic actions.
How do I coordinate suppliers on the day?▾
A dedicated WhatsApp group per event plus tags. The supplier joins the group, gets a clear brief, and the group is wound down after the event.
Do deposits over WhatsApp work?▾
Yes, through Asaas or Mercado Pago. Deposit plus instalments with an automatic reminder before each due date.
Does post-event plus a review request increase referrals?▾
Yes. A happy client asked for a review at the right moment (3–7 days after the event) generates 30–50% more referrals.
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WhatsApp CRM for other industries
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