Capture the inquiry
Calls, texts, and web-form requests land in one inbox.
Event Planners
A proposal that sits unanswered gets booked by the planner who followed up first.
One platform for every inquiry, proposal, and client relationship you want to keep.
Capture the inquiry the moment it comes in, follow up on a sent proposal automatically instead of hoping the client circles back, and keep client communication and vendor confirmations in one thread instead of a scattered inbox.
Built for Event Planners
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your event planners business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From inquiry to signed contract
Track the proposal
Move each inquiry through pipeline stages from consultation to signed contract.
Respond fast
A missed-call workflow texts back automatically, so a client isn't left waiting.
Keep the day on track
Automated reminders keep client and vendor confirmations from slipping close to the date.
Practical capabilities
Tools for the way event planners teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
Every inquiry moves through your pipeline from first call to signed contract, with past clients tracked for referrals.
Call Management
Every inquiry call is logged against the right contact automatically.
SMS Communication
Confirm a consultation time or send a proposal follow-up by text, the channel clients actually check.
AI-Powered Content Creation
Draft the proposal follow-up or the seasonal promo in minutes.
Workflow Automation
A proposal that hasn't gotten a response gets a follow-up automatically, so a busy week doesn't cost you the booking.
Online Reputation Management
A completed event triggers a review request automatically, building the reviews that book the next client.
One connected platform
Connect every part of your event planners customer journey
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
Does Momentum replace event-planning or budgeting software?
No. Momentum handles lead capture, CRM, communication, marketing, and payment collection, not floor plans, vendor contracts, or day-of logistics tools.
Can it follow up on proposals automatically?
Yes. A sent proposal gets a scheduled follow-up instead of going quiet.
Can I keep client and vendor communication in one place?
Yes. A shared inbox holds calls, texts, and email in one thread per event.
Can I build a landing page for a specific event type?
Yes. Momentum includes a website, funnel, and landing-page builder.
See how Momentum fits your event planners workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
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