Editor’s Note – Updated February 2026. All pricing, features, and recommendations have been refreshed to reflect current 2026 information.

Best CRM for wedding planners: Dubsado vs HoneyBook vs Aisle Planner (2026 comparison & pricing).

Choosing the right CRM for your wedding planning business can feel overwhelming. Trust me, I get it. Juggling client emails, vendor contracts, invoices, and about a million other things is exhausting. The last thing you need is spending hours researching software that may or may not actually make your life easier.

Here’s the thing: the best CRM for wedding planners isn’t just about fancy features. Instead, it’s about finding a system that actually supports the way YOU work, helps you show up consistently for your clients, and gives you back precious time in your week. When your systems work for you (instead of against you), everything else starts to fall into place.

After working with dozens of wedding professionals at Boda Bliss, I’ve seen what works (and what doesn’t) when it comes to choosing a CRM wedding planner solution. I’ve built, transferred, and refreshed CRM systems for planners at every stage of business. As a result, I can tell you that the “right” choice looks different for everyone.

So let’s cut through the noise and give you the complete breakdown. By the end of this post, you’ll know exactly which CRM fits your business, your budget, and your workflow.

Why Your CRM Choice Actually Matters

Before diving into the comparison, let’s talk about why this decision is so important. Your CRM isn’t just software. Rather, it’s the backbone of your entire client experience.

Think about it. From the moment a couple fills out your contact form to the day they send their final payment, your CRM touches every single interaction. It’s how you send proposals, collect signatures, process payments, and communicate with clients. When it works smoothly, you look like a pro. Conversely, when it doesn’t, things slip through the cracks.

What the Right CRM Does for Your Business

The right CRM helps you:

• Respond faster to inquiries (and book more clients)
• Automate repetitive tasks so you’re not stuck in admin hell
• Present a polished, professional brand experience
• Stay organized across multiple clients and projects
• Scale your business without burning out

At Boda Bliss, I believe in building systems that support sustainable growth. Your CRM is foundational to that. That’s why getting this choice right matters so much.

2026 Pricing Comparison: What You’ll Actually Pay

Pricing has shifted across the board since this post was originally published. Therefore, here’s what you need to know right now:

Dubsado Pricing

• Free: Up to 3 clients (no time limit)
• Starter: $35/month – Unlimited projects & clients, invoicing, basic forms, client portal
• Premier: $55/month – Everything in Starter plus scheduler, automated workflows, public proposals, Zapier integration
• Free trial: 21 days full access

HoneyBook Pricing

• Starter: $29/month – Core CRM, projects, invoicing, contracts, basic templates
• Essentials: $49/month – Stronger automations, scheduler, QuickBooks integration, up to 2 team members, HoneyBook AI
• Premium: $109/month – For teams/multi-brands, higher limits, advanced automation and reporting
• Free trial: 7 days (often with 30-50% off first year via partner links)

Aisle Planner Pricing

• Sales Essentials: $44.99/month – Sales/lead tools
• Up to 15 projects: $65.99/month
• 16-25 projects: $89.99/month
• 26-50 projects: $129.99/month
• 51-100 projects: $149.99/month
• Free trial: Demo available through Aisle Planner’s sales team

Quick takeaway: Rock Paper Coin has the most affordable entry point for new planners. Meanwhile, Aisle Planner scales with your project volume. HoneyBook and Dubsado sit in the middle but offer different value at different price points.

Who Each CRM is Best For (Wedding Planners vs Event Planners vs Teams)

Not sure which platform matches your business model? Here’s how to think about it:

Choose HoneyBook if:

HoneyBook shines when you prioritize client experience and ease of use. Specifically, it’s ideal if:

• You’re a solo wedding planner or small team (2-3 people) who wants an intuitive system
• Beautiful, branded client touchpoints matter to your business
• Solid automation is needed but you don’t want to spend days setting it up
• Collaborating with other wedding vendors is a regular part of your workflow
• Paying a bit more for a polished, user-friendly experience makes sense

Best for: Full-service wedding planners, coordinators, and creative businesses who prioritize client experience and ease of use.

Choose Dubsado if:

Dubsado excels when customization and control matter most. Consider this option if:

• You’re a systems nerd who loves customization and wants total control
• Complex workflows and robust automation with approval steps are essential
• Getting the most value for your money matters (even with a learning curve)
• Your business handles both weddings AND events (Dubsado works for both)
• Email-based communication is preferred over a client portal

Best for: Detail-oriented planners, multi-service businesses, and anyone wanting maximum flexibility at a lower price point. This is also a strong choice if you need the best CRM for event planners alongside wedding work.

Choose Rock Paper Coin if:

Rock Paper Coin works brilliantly when budget and simplicity are priorities. It’s perfect if:

• You’re just starting out and need a free or super affordable option
• Part-time wedding planning or coordination describes your business
• Basic features (proposals, contracts, invoices) are all you need right now
• Scaling up eventually is the plan and a platform that grows with you matters
• Lower transaction fees as you move up tiers appeal to you

Best for: New wedding planners, budget-conscious solos, and coordinators who don’t need all the bells and whistles yet.

Choose Aisle Planner if:

Aisle Planner dominates when you need comprehensive project management. Select this platform if:

• Full-service planning with multiple weddings happening simultaneously is your reality
• Deep project management tools (timelines, budgets, guest lists, seating charts) are essential
• Having CRM AND planning software in one platform simplifies your workflow
• Team collaboration features are necessary for your business
• Paying more for an all-in-one solution makes operational sense

Best for: Established wedding planning businesses, teams, and planners wanting both CRM and project management in one place.

What about event planners?

If you’re doing both weddings AND corporate events, Dubsado and Rock Paper Coin are your best bets. They’re flexible enough to handle different event types without forcing you into wedding-specific workflows. Similarly, HoneyBook can work for event planners too, especially if your events are celebration-focused (socials, parties, gatherings). In contrast, Aisle Planner is wedding-focused, making it less ideal for corporate or multi-type event businesses.

CRM Feature Deep Dive: What You Actually Get

Let’s get into the weeds. Here’s what each platform offers beyond the basics:

HoneyBook Standouts

HoneyBook brings several unique features to the table:

• HoneyBook AI (Essentials plan and up) drafts emails and speeds up admin tasks
• Built-in SMS reminders keep clients informed
• QuickBooks Online integration streamlines bookkeeping
• Scheduler syncs seamlessly with your calendar
• Client portal provides couples access to everything in one place
• Team collaboration features on the Premium plan
• Beautiful branded templates make you look polished from day one

Dubsado Standouts

Dubsado offers powerful customization options:

• “Approval required” automations (game changer for planners who don’t want emails going out automatically)
• Public proposals that don’t require client login
• Extremely customizable workflows and forms
• Zapier integration on Premier plan connects 1000+ other tools
• One-time setup fee option instead of monthly payments
• White-label branding removes Dubsado branding entirely
• Email-based communication keeps everything in one inbox

Rock Paper Coin Standouts

Rock Paper Coin provides unique benefits:

• Actually free Basic plan (not a trial, but forever free)
• View and approve vendor contracts on behalf of clients (huge for full-service planners)
• Pay vendor invoices directly through the platform
• Gratuity prompts on invoices (perfect for tipping culture)
• Desktop and mobile-friendly interface
• Lower transaction fees on Premium plan
• Growing platform with responsive customer support

Aisle Planner Standouts

Aisle Planner delivers comprehensive project management:

• Full project management suite (budgets, timelines, guest lists, seating charts)
• Design studio for mood boards and inspiration
• RSVP tracking and guest management
• Vendor management and collaboration tools
• Team tasking and internal communication
• Scales with your project count (not locked by features)
• Everything-in-one-place approach reduces tool overwhelm

5 Common Mistakes Wedding Planners Make When Choosing a CRM

I’ve seen wedding pros make these mistakes over and over. After helping clients with CRM builds, transfers, and refreshes, I can tell you these are the most common pitfalls:

Mistake #1: Choosing Based on What Everyone Else Uses

Just because your favorite Instagram planner swears by HoneyBook doesn’t mean it’s the right fit for YOUR business. Instead, think about how YOU work. Do you love automations or prefer manual control? Do you need deep project management or just client communication tools?

Mistake #2: Not Testing the Free Trial Thoroughly

Don’t just sign up and poke around. Actually use it. Set up a mock client project. Create a proposal. Test the automation. See how it feels in your actual workflow before committing. Better yet, reach out for help setting it up properly from the start.

Mistake #3: Picking the Cheapest Option Without Thinking Long-Term

Yes, budget matters. However, if a cheap CRM doesn’t actually solve your problems or causes more headaches, you’ll end up switching later (which is way more painful than investing a bit more upfront). Trust me, I’ve helped countless planners migrate from one system to another, and it’s not fun.

Mistake #4: Overcomplicating the Setup Process

Starting with what you actually need RIGHT NOW makes sense. Similarly, remember that you can always upgrade or add features later as your business grows. This is where having an expert help with your CRM setup can save you hours of frustration.

Mistake #5: Ignoring Integration Requirements

Does it connect to the other tools you already use? QuickBooks? Zapier? Your calendar? Making sure your CRM plays nice with your existing tech stack is crucial. The last thing you want is data living in five different places.

Frequently Asked Questions About CRM for Wedding Planners

Other CRM Alternatives Worth Knowing About

While HoneyBook, Dubsado, Aisle Planner, and Rock Paper Coin are the main contenders for the best CRM for wedding planners, here are a few other options worth considering depending on your niche:

For Wedding Photographers

Photography-focused platforms include:

• Sprout Studio: CRM plus gallery sales in one platform
• Studio Ninja: Fast setup, great for photography workflows
• Táve: Deep automation for multi-brand studios
• 17hats: Broad creative-business CRM used by many photographers

For Venues and Larger Operations

Venue-specific solutions worth exploring:

• Planning Pod: Event management suite with floor plans and schedules
• HubSpot Starter: Overkill for solos but good for larger teams with complex sales funnels
• Releventful: Designed for event and wedding professionals, this CRM simplifies communication and invoicing.
• Perfect Venue: Built specifically for venue inquiries and proposals

For Budget-Conscious Creatives

Affordable all-in-one options:

• Plutio: All-in-one starting at $19/month with CRM, projects, and portals

These aren’t necessarily better or worse than the main four. Rather, they’re just tailored to different niches within the wedding industry. If you’re a hybrid business (like a planner who also does design or photography), you might need a platform that serves multiple purposes.

Integration Capabilities: Does It Play Nice With Your Other Tools?

Your CRM doesn’t exist in a vacuum. Here’s how each platform connects to your tech stack:

HoneyBook Integration Options

HoneyBook connects with:

• QuickBooks Online (native integration)
• Zapier (via third-party tools)
• Google Calendar sync
• Payment processing through HoneyBook’s built-in system

Dubsado Integration Options

Dubsado offers:

• Zapier (Premier plan) for connecting 1000+ apps
• Google Calendar and Zoom
• Stripe and PayPal for payments
• QuickBooks via Zapier

Rock Paper Coin Integration Options

Rock Paper Coin provides:

• Stripe for payment processing
• Calendar integrations
• Growing integration list as platform scales

Aisle Planner Integration Options

Aisle Planner includes:

• External calendar sync
• Email integration
• Payment processing
• Document storage and sharing

If you’re heavily reliant on other tools (like Asana, ClickUp, or specific accounting software), check which CRM has the integrations you need before committing. This is especially important if you’re building out a comprehensive workflow system for your business.

Why Proper CRM Setup Makes All the Difference

Here’s something most people don’t talk about: choosing the right CRM is only half the battle. How you SET IT UP determines whether it actually saves you time or becomes another thing on your to-do list.

The Setup Problem Most Planners Face

I’ve seen so many wedding planners sign up for the “perfect” CRM, get overwhelmed during setup, and then either abandon it or use only 10% of its capabilities. Consequently, they wonder why they’re not seeing the time savings everyone promises.

That’s why at Boda Bliss, I offer full CRM builds, transfers, and refreshes. The goal is simple: get you up and running with a system that actually works for YOUR business.

What’s Included in a Professional CRM Setup?

Professional CRM setup includes:

• Templates: Pre-built proposals, contracts, invoices, and questionnaires customized to your brand
• Workflows: Smart automations that nurture leads and move clients through your process without you lifting a finger
• Branding: Everything styled to match your visual identity so you look cohesive and professional
• Training: 1-on-1 walkthroughs so you actually know how to use the system you just invested in
• Optimization: Tweaks and improvements based on how you actually work (not how the software thinks you should work)

Why Professional Setup Pays Off

Think of it like this: you wouldn’t build your own website from scratch without help, right? Your CRM is just as important to your business operations. Having an expert set it up properly from the start means you can hit the ground running instead of spending weeks figuring it out on your own.

Whether you’re:

• Starting fresh with a new CRM
• Transferring from one platform to another
• Refreshing an existing setup that’s not working anymore

…professional help can save you dozens of hours and eliminate the frustration of doing it yourself.

Learn more about Boda Bliss CRM services here.

My Personal Take: Which CRM for Small Business Would I Choose?

If you’re asking me to pick one for my own business, here’s what I’d say:

For Ease of Use and Client Experience

HoneyBook wins. It’s beautiful, intuitive, and makes you look incredibly professional with minimal effort. If you’re not tech-savvy or you just want something that works out of the box, this is your best bet.

For Customization and Value

Dubsado takes the cake. Yes, there’s a learning curve. However, once you have it set up (or have someone set it up for you), it’s incredibly powerful and flexible. Plus, the pricing is hard to beat, especially if you’re on a budget.

For All-in-One Project Management

Aisle Planner is unmatched. If you want CRM + planning tools + collaboration + everything else in one place, this is the way to go. Just know that you’re paying premium pricing for that convenience.

For Getting Started on a Budget

Rock Paper Coin is brilliant. The fact that they have a forever-free plan is amazing for new planners who are still building their business. Moreover, the paid tiers are super affordable as you scale up.

The truth? You can’t go wrong with any of these options. They’re all solid platforms used by successful wedding professionals. What matters most is choosing the one that fits YOUR workflow and then actually setting it up properly so it works FOR you instead of against you.

Final Thoughts: Making Your Decision

Here’s the truth: there’s no universal “best” CRM for everyone in the wedding industry. Instead, the right choice depends on how YOU work, what YOU value, and where YOUR business is headed.

Quick Decision Guide

If you want ease of use and beautiful client touchpoints → HoneyBook
If you’re a systems person who wants total control → Dubsado
If you need full project management in one place → Aisle Planner
If you’re just starting or budget-conscious → Rock Paper Coin

Next Steps

My advice? Take advantage of those free trials. Set up a mock client project. Send yourself a test proposal. See how the automation flows. The right CRM should make your life EASIER, not more complicated.

Remember, choosing the platform is just the beginning. How you implement it determines whether it actually transforms your business or sits there collecting digital dust. Don’t be afraid to ask for help getting it set up right.

At Boda Bliss, I’m all about building sustainable systems that help wedding professionals streamline operations and scale with ease. Your CRM is a foundational piece of that puzzle.

Choose wisely, but don’t overthink it. And if you need help with the setup, transfer, or optimization? That’s exactly what I’m here for.

Ready to get your CRM working FOR you? Explore CRM services at Boda Bliss.