Event Industry CRM
The event CRM that runs your business like a studio, not a spreadsheet.
Built for catering and event businesses: capture leads, send quotes, schedule your crew, and get paid in one place.
Your embeddable quote form
Form to Quote to Booking in Less Than 1 Minute
Drop it on your site and visitors build their event.
- Fully customizable — show exact prices, ballpark ranges, or hide pricing entirely — plus your own services, photos, branding, and booking flow.
- Saves you hours — clients self-serve their own instant quote — no email back-and-forth, no manual quoting on your end.
- Book now or quote later — customers pay a deposit and lock in their date on the spot, or submit and get a polished quote auto-sent from you.
- Shows customers what they’re buying — real photos and live pricing on every option, so they know exactly what they’re getting before they commit.
The bottom line
Save the hours. Make the money.
Crema does the busywork that eats your week — so more inquiries turn into booked, paid events.
6→1
Tools in one
Replaces your CRM, quote docs, scheduler, invoicing & follow-up email.
Saves money
20+ hrs
Back every week
Quoting, follow-ups, reminders & scheduling run themselves.
Saves time
24/7
Follow-ups working
Cold leads warm up and replies come back while you sleep.
Makes money
1-tap
Accept & pay
Clients book and pay the deposit on their phone — funds land faster.
Makes money
From the pilot
Built with event pros. Proven by them.
Crema was designed in conjunction with working event professionals, end to end — here's what running a business on it actually feels like.
Crema has saved me hundreds of hours on quoting and following up with people. Its emphasis on visual selling has boosted my sales — I’m converting at least 3× as many leads as I did with my old manual approach of emails and spreadsheets.
A closer look
Three core workflows, designed end-to-end for how event pros actually work.
Grow on autopilot
Follow up while you sleep.
Your follow-up sequence fires on the schedule you set. Cold leads warm up, replies land in your inbox, and the dashboard shows what goes out next — automatically.
- Multi-step sequences with custom timing
- Sent under your business name — replies go to your inbox
- Optional quiet hours hold email overnight
- Each send recorded in Email Activity
Win more bookings
Quotes that customers can accept in one click.
Build a beautiful quote in 60 seconds — tier pricing, photo line items, bundles, travel, and tax all calculated for you. Send a shareable link customers can review and accept on their phone.
- Tier pricing by guest count + 20+ add-ons
- Reusable templates and saved bundles
- Version history with side-by-side diffs
- Square integration for invoicing & deposits
Capture every visitor
Turn your website into a lead machine.
Drop the InstaQuote embed on your site. Visitors picture their event, see a live ballpark, and submit a qualified lead with photos, dates, and pricing — before they bounce.
- Multi-step wizard with your photos and menu
- Live ballpark pricing as customers fill it out
- Auto-acknowledgment email on submit
- Lands directly in your pipeline
Everything in one place
One login runs the whole job
From the first inquiry to the final payment — nothing to duct-tape together.
Capture leads
- Embeddable InstaQuote wizard with live pricing
- Website lead-intake forms
- One color-coded pipeline, sortable & filterable
- Import leads from a CSV or Google Sheet
Quote & get paid
- 60-second quote builder, templates & versions
- Showcase galleries on every quote
- Live quote chat & open-tracking
- 1-tap accept, deposit & tipping (Square)
Run every event
- Calendar with multi-day events
- Client self-scheduling for calls
- Staff scheduling, availability polling & reminders
- Pipeline & revenue analytics · multi-location
CRM software built for the entire event industry
Wedding planners, caterers, photographers, DJs, venues — whatever you run, Crema bends to your workflow.
Wedding Planners
Keep every couple on schedule.
Catering Companies
Price per guest, manage crew.
Coffee Carts
Quote, book, staff, and deliver.
Videographers
Package tiers, deposit tracking.
Photographers
Bookings, galleries, follow-ups.
Florists
Event logistics at a glance.
DJs & Entertainment
Calendars, contracts, crew.
Venues
Inquiries → bookings → billing.
Event Consultants
Run every client like a studio.
Event booking workflow: capture, close, deliver
Three steps from inquiry to invoice.
1
Capture
Embed the InstaQuote form, import leads, or add them manually. Every inquiry lands in one place.
2
Close
Send beautiful quotes, automate follow-ups, and collect deposits without leaving the dashboard.
3
Deliver
Schedule staff, send reminders, run the day — then review what paid off in analytics.
Simple pricing.
Every account starts with a free trial after a short onboarding call with us.
Solo
Run your whole book of business solo, without the spreadsheets.
- Unlimited leads & quotes
- Embeddable InstaQuote form (1 form)
- One-click follow-up emails
- Quote builder with shareable links
- Calendar + multi-day events
- Square invoice integration
- 1 user · 1 workspace
Most popular
Essentials
For teams running multiple events a week — automation + crew.
- Everything in Solo, plus:
- Up to 10 team members
- Automated follow-up sequences
- Staff availability polling (email + SMS)
- Reusable quote templates + version history
- Pricing zones, bundles, and add-on catalog
- Pipeline analytics + win-rate breakdowns
- Priority support
Professional
Run several businesses, custom integrations, white-glove setup.
- Everything in Essentials, plus:
- Unlimited locations
- Scoped roles & permissions
- Run multiple businesses from one login
- White-labeled customer-facing emails (your domain)
- Custom domain for your InstaQuote forms
- We migrate your existing leads & quotes for you
- Custom integrations (accounting, payments, calendar)
- Dedicated launch manager + same-day support
Questions about which plan fits? See the FAQ →
Frequently asked questions
Everything you need to know before signing up.
How is this different from HubSpot, Salesforce, or Honeybook?
Crema was built in conjunction with working event industry professionals, end to end — every screen was shaped by people who quote, staff, and run client events for a living. If you plan and execute events for clients, it fits the way you already work: guest counts, event dates, deposits, day-of crew, and the follow-ups in between. General-purpose CRMs require weeks of customization to do what Crema does on day one — and they still stop at the sale, while Crema carries you from first inquiry through executing the event itself.
What's the best CRM for caterers, wedding planners, and other event businesses?
One built around events, not generic sales deals. Crema tracks the things event businesses actually quote and staff against — event dates, guest counts, per-head pricing, deposits, and day-of crew — for caterers, wedding planners, photographers, videographers, florists, DJs, venues, coffee carts, and photo booths alike. Every vertical configures its own services, pricing, and booking form.
Does Crema send automated quote follow-ups?
Yes. Follow-up rules run on a schedule per lead — when a quote goes unanswered, Crema sends the next templated email automatically, under your business name, and replies go straight to your inbox. Ghosted leads get win-back nudges without you tracking who to chase.
Do I have to migrate my existing leads?
No. You can import a CSV, paste leads in manually, or just start fresh. New inquiries land automatically via the embeddable InstaQuote form on your website.
How does email sending work — do I have to connect my email?
No. Crema sends your emails for you, under your business name, and every reply goes straight to your own inbox. There is no mailbox to connect, and Crema never reads your inbox.
Does it work with my calendar and invoices?
Events are added to Google Calendar and Apple Calendar via .ics attachments — no extra setup. Square is supported for invoicing and deposit collection. If you don't use Square, you can still send shareable quote links and track payment status manually.
Is my data secure?
Yes. Data lives in encrypted Postgres with row-level security per workspace, transmitted over HTTPS, and authenticated with signed tokens. Face ID and Touch ID are supported via WebAuthn passkeys. Each tenant's data is fully isolated from every other tenant.
Can I customize InstaQuote to match my brand?
Yes. Every step, every photo, every menu item, and every price is configurable. Drop the embed snippet on your site and customers see your branding, your steps, your pricing — including a live ballpark range as they fill the form.
Is there really a free tier?
Every new account starts with a free trial. Sign up, book a short onboarding call with us, and we switch your account on right after it. We ask for a card up front only to confirm you’re a real person — you aren’t charged for the trial. After launch, a free tier will include a limited set of features.
Can my team collaborate?
Yes. The Essentials plan includes staff profiles, availability polling via email/SMS, and shared pipeline visibility. Scoped roles and permissions are available on Professional. Each workspace is fully isolated from others.
What if I run multiple businesses?
Each business gets its own workspace with isolated data, branding, templates, and pricing. Switch between them in the dashboard.
Less admin. More bookings. Real growth.
Crema gives you back hours every week — and the structure to grow on top of them. Start with a free trial.