Lock the event date while the excitement is real
Event customers enquire everywhere at once and book where the answer lands first. BM CRM replies in seconds, captures date, venue and budget, and keeps the quote conversation alive until the booking is signed.
A wedding enquiry at midnight, the brief captured while it is fresh
Date, guest count, venue and budget as real fields, the package answered from your own information, and the proposal conversation already moving.
They are excited tonight. By Friday they have three quotes
Excitement is the window, and it closes overnight. Nothing about that is a service failure — it is simply when people plan.
- 11:55 PMA couple messages about a date in November and asks what your packages include.
- 12:10 AMThey send the same message to two other planners, while the idea is still exciting.
- 9:30 AMOne planner has already answered with the package and asked for the guest count.
- 2:00 PMYour team replies. The couple has moved on to comparing two proposals that are not yours.
From the first message to a signed date
- 01The enquiry arrives with its source.From an ad, a website form, Instagram or a referral link — tagged with the campaign, ready to be worked rather than re-typed.
- 02The AI captures the brief.Date, guest count, venue preference and budget expectation as structured fields, in natural conversation, while the couple is still talking.
- 03The proposal gets followed up.Polite automatic nudges until they reply, then a human takes it — so no proposal dies because everyone was busy delivering last weekend’s event.
Three things the team feels this season
A brief you can quote from
Date, guests, venue and budget arrive as fields rather than scattered through a long thread, so the first proposal is accurate and fast. The alternative — reading the whole conversation back to reconstruct what they asked for — is where planning teams lose their evenings.
Proposals that do not go quiet
Quotes are followed up on a schedule you set, and the sequence stops the instant the customer replies. Most events are won by the planner who was still politely present two weeks later, not by the one with the best deck on day one.
Seasonal pushes to people who asked before
Broadcast a seasonal offer to opted-in past enquirers with an approved template — the couples who asked last year, the companies who ran an event two seasons ago. It is the warmest list in the business and usually the least used.
Guarantees, not good intentions
Each of these is enforced in the product, on every enquiry, whatever anyone configures.
Questions people ask before they buy
Can it check date availability?
It captures the requested date and hands your team a structured brief; your calendar shows what is free at a glance.
Do quote follow-ups feel pushy?
You control tone and timing; sequences stop instantly when the customer replies, and a human can take over any time.
Can we handle weddings and corporate separately?
Yes, separate campaigns, routing and knowledge bases keep each audience’s answers and follow-ups distinct.
What about Instagram enquiries?
DMs and comments land in the same inbox with instant replies, where most event discovery starts.
Does it capture the brief?
Yes — date, guest count, venue preference and budget expectation as structured fields, captured in natural conversation.
What happens to a quote nobody answered?
Polite automatic nudges continue on the schedule you set and stop the instant the client replies, then a human takes over.
Can we push a seasonal offer?
Yes, to opted-in past enquirers with an approved template — the warmest list in the business.
Does it answer out of hours?
Yes, in seconds. Event planning happens in the evening, which is exactly when most enquiries arrive.
Stop losing customers while you sleep.
Switch on BM CRM and turn every enquiry, from every channel you run, into a booked appointment, starting today.