Crema
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.

  • Free trial with a guided onboarding call
  • Import leads from a CSV or Google Sheet
  • Built for caterers, planners, photographers, venues & more
Your embeddable quote form

Form to Quote to Booking in Less Than 1 Minute

Drop it on your site and visitors build their event. You decide whether they see prices and whether a quote goes out on its own.

  • Your prices, your call — show exact prices, a ballpark range, or no prices at all. Send quotes the moment someone submits, or have each one drafted for you to review first.
  • Saves you hours — the form asks everything you’d ask on the phone, so every inquiry arrives ready to quote. No email back-and-forth to get the details.
  • 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 of every option, with prices beside them if you choose to show them.
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. Built with working event pros, end to end.

3× more leads converted than with email and spreadsheets
“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.”
Early-access pilot member Mobile coffee catering & events
6→1
Tools in one
Replaces your CRM, quote docs, scheduler, invoicing & follow-up email.
20+ hrs
Back every week
Quoting, follow-ups, reminders & scheduling run themselves.
24/7
Follow-ups working
Cold leads warm up and replies come back while you sleep.
1-tap
Accept & pay
Clients book and pay the deposit on their phone — funds land faster.

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 form on your site and decide how much it gives away. Keep prices off and just collect the details, show a ballpark, or send an instant quote they can book on the spot. Want to check every quote first? Have it drafted for you instead.

  • Hide prices, show a range, or show the exact price
  • Quotes sent instantly, or drafted for you to review
  • A thank-you email the moment they submit
  • Every inquiry lands in your pipeline, details filled in
Your clients' side

The booking experience your clients remember.

Every screen a client touches, from the quote to the checkout to an optional client portal for their event, carries your logo and colors.

A quote worth opening

A branded quote link with item photos, package options and a chat thread straight to you.

Booked from their phone

They accept, pay the deposit and add an optional tip on their phone, and the date is theirs.

One page for the big day

Turn on the client event page and each booked client gets one link for their details, change requests and a day-of heads-up.

Why Crema

Stop stitching five tools into a booking system.

Most event businesses run on a spreadsheet, an inbox and a payment app, with a generic CRM bolted on when it gets painful. Crema is the one place an inquiry becomes a booked, staffed, paid event.

  • Spreadsheet
  • Shared inbox
  • Quote docs
  • Payment app
  • Calendar
  • Group texts
Crema
Inquiry → quote → deposit → crew → paid
How a spreadsheet and inbox, a general-purpose CRM and Crema handle the event-business workflow
Capability Spreadsheet + inbox General-purpose CRM Crema
Quotes priced by guest count, hours & add-ons No Add-on Yes
Client accepts and pays the deposit from the quote link No Add-on Yes
Quotes drafted for you from every website inquirySend them to the client instantly, or review first. Your call No Add-on Yes
Automated follow-ups until they reply No Yes Yes
Blackout days and booking caps on your quote form No Add-on Yes
Crew scheduling with availability checks No Add-on Yes
Event-day hub: client, crew, equipment & checklist No Add-on Yes
Set up around event types, dates and guest counts No Add-on Yes

“Add-on” means it typically needs a separate app, an integration or custom configuration; general-purpose CRMs vary by product and plan.

Everything in one place

One login runs the whole job

Lead capture, quotes, payments, scheduling and crew in one event CRM, from the first inquiry to the final payment. Nothing to duct-tape together.

Capture leads

Your website form collects the event details, shows prices only if you want it to, and every inquiry lands in one pipeline.

  • Embeddable InstaQuote form, with prices shown or hidden
  • Website lead-intake forms
  • One color-coded pipeline, sortable & filterable
  • Import leads from a CSV or Google Sheet

Quote & get paid

Send a quote link clients can accept and pay a deposit on, with an optional tip.

  • 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

Every booking on one calendar, with the crew working it and the gaps still to fill.

  • Calendar with multi-day events
  • Client self-scheduling for calls
  • Staff scheduling, availability polling & reminders
  • Pipeline & revenue analytics · multi-location
Works with your tools

Keep your tools. Lose the busywork.

Crema connects to the payments, books, ads and calendar you already use, so a booking’s details flow through instead of being retyped. No Zapier chains to maintain.

  • Square

    Payments

    Clients pay the deposit (or in full) plus a tip from the quote link, and the balance follows on its own.

  • QuickBooks Online

    Accounting

    Turn on sync and accepted bookings land in your books as customers, invoices and payments.

  • Google Ads

    Marketing

    See which ads turn into booked events, and export offline conversions for Google.

  • Google & Apple Calendar

    Calendar

    Events and client calls carry invites that open in Google or Apple Calendar, in your time zone.

  • Google Sheets & CSV

    Import

    Bring leads and past clients over from a sheet or an export from your old system.

  • Your website

    Lead capture

    Paste one snippet into any site. Your quote form and booking page stay current without re-pasting.

Pick your business

CRM software built for the entire event industry

Wedding planners, caterers, photographers, DJs, venues — whatever you run, Crema bends to your workflow. Choose yours to see how it quotes and runs.

  • Catering Companies

    Price per guest, manage crew.

  • Coffee Carts

    Quote, book, staff, and deliver.

  • Dessert Carts

    Packages, add-ons and crews.

  • Photo Booths

    Hourly packages, booth-by-booth tracking.

  • Wedding Planners

    Inquiries, proposals, deposits.

  • Photographers

    Packages, deposits, follow-ups.

  • Videographers

    Package tiers, deposit tracking.

  • Florists

    Event logistics at a glance.

  • DJs & Entertainment

    Calendars, quotes, crew.

  • Venues

    Inquiries → bookings → billing.

  • Event Rentals

    Track every unit, flag clashes.

  • Event Consultants

    Run every client like a studio.

From inquiry to paid

Event booking workflow: capture, close, deliver

Follow one booking from a weekend inquiry to a staffed event day. The inquiry, quote, payment and crew all live on the same event.

  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.

Do the math

What is one more booking worth to you?

Growing an event business isn’t only about more inquiries. It’s booking more of the ones you already get. Put in your numbers and see what a few more yeses a month add up to.

  • Quote them before they shop around Every form inquiry builds its quote for you: review it and send, or let it go out instantly. Show a live estimate on the form too, if you like.
  • Follow up without remembering to Follow-up emails send themselves on the schedule you set.
  • Let them say yes on their phone Clients accept the quote and pay the deposit from one link.
Plans

Simple pricing.

Every account starts with a free trial after a short onboarding call with us.

Solo

For the owner-operator
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 a growing crew
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 by email
  • Reusable quote templates + version history
  • Pricing zones, bundles, and add-on catalog
  • Pipeline analytics + win-rate breakdowns
  • Priority support

Professional

For established businesses
Every tool, white-glove setup and same-day support — for one location or many.
  • Everything in Essentials, plus:
  • We migrate your existing leads & quotes for you
  • Dedicated launch manager + same-day support
  • White-labeled customer-facing emails (your domain)
  • Custom domain for your InstaQuote forms
  • Custom integrations (accounting, payments, calendar)
  • Scoped roles & permissions
  • Unlimited locations
  • Run multiple businesses from one login
Included in every plan
  • Unlimited leads & quotes
  • An InstaQuote form for your website
  • Square deposits & payments
  • Calendar with multi-day events
  • Import from a CSV or Google Sheet
  • A guided onboarding call
Questions about which plan fits? See the FAQ →
FAQ

Frequently asked questions

Everything event businesses ask before switching — from how Crema compares to a general-purpose CRM to what happens to the leads you already have.

Choosing Crema

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.

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.

Quotes, email & payments

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.

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 handles invoicing, deposits and tips, and accepted bookings can sync to QuickBooks Online as customers, invoices and payments. If you don't use Square, you can still send shareable quote links and track payment status manually.

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 and your services, with prices shown the way you choose.

Do I have to show my prices on my website?

No. Pricing on the InstaQuote form is off until you turn it on. Keep it off and the form simply collects the event details for you to quote. Turn it on to show a ballpark range or an exact price, on the whole form or only on the services you pick. After someone submits, you also choose what happens next: nothing until you reply, an estimate emailed to them, a quote they can book right away, or a quote drafted for you to review and send.

Getting started

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.

Does Crema work on my phone?

Yes. Crema runs in the browser on a phone, tablet or computer — nothing to install — with your leads, calendar and quotes laid out for a small screen, and you can add it to your home screen like an app. Your clients never need an account: they open your quote, ask questions and book from a link.

Is there a free trial?

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.

Security & teams

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 my team collaborate?

Yes. The Essentials plan includes staff profiles, availability polling by email, and shared pipeline visibility. Scoped roles and permissions are available on Professional. Each workspace is fully isolated from others.
Getting started

Less admin. More bookings. Real growth.

Crema gives your event business back hours every week — and the structure to grow on top of them. Here is everything between signing up and your first quote request.

From sign-up to your first quote request

  1. Book your onboarding call

    Pick a time when you sign up — we walk you through Crema, then switch your free trial on.

  2. Set up your business

    A short guided setup gets your event types and first settings in place — everything can be changed later.

  3. Bring your leads

    Import from a CSV or a Google Sheet — no retyping.

  4. Take quote requests

    Paste one embed snippet on your website and quote requests land in your pipeline.