EVENT CRM

One Place for
Everything

Stop juggling spreadsheets, emails, and sticky notes. Check Cherry brings your clients, events, payments, and communication into one system built for event pros.

Dashboard
3 new
CLIENTS
Sarah Mitchell
Wedding • June 15
Mike Chen
Corporate • July 8
Lisa Park
Birthday • July 22
Sarah Mitchell
sarah@email.com
Confirmed
Event
Wedding Reception
Date
June 15, 2025
Balance
$1,250 paid
Contract
Signed
RECENT ACTIVITY
Confirmation email sent
2h ago
Deposit received - $500
1d ago
What is a CRM?

Your business command center.

CRM stands for Customer Relationship Management. It's software that helps you track every interaction with clients — from first inquiry to final payment and beyond.

For event businesses, a CRM means no more digging through emails to find event details, no more forgotten follow-ups, and no more "wait, did they pay?" moments.

Know Your Clients

Full history at a glance

Track Every Event

Details, staff, payments

Communication History

Every email and message

Automated Follow-ups

Never forget a touchpoint

From First Click to Repeat Client

Check Cherry manages the entire customer journey.

Lead

Inquiry comes in

Proposal

Send quote

Booking

Contract signed

Event

Deliver service

Repeat

They come back

Every stage tracked. Every interaction logged. Nothing falls through the cracks.

Client Profiles

Everything about a client, one click away.

See their complete history: past events, upcoming bookings, payment status, messages, notes, and more. Know exactly where you stand before every call.

  • Contact info and event history
  • All events (past, upcoming, leads)
  • Payment history and outstanding balances
  • Email and message history
  • Internal notes for your team
SM
Sarah Mitchell
sarah@email.com • (555) 123-4567
Events
3
Total Revenue
$4,250
Upcoming Events
Wedding Reception June 15, 2025
Anniversary Party Sept 20, 2025
VIP Client Repeat Customer
Event Management

Every event detail in one place.

Date, time, location, package, add-ons, staff assignments, payment schedule, contract status — everything you need to execute a flawless event.

  • Event details and venue info
  • Package and add-ons selected
  • Staff assignments and schedules
  • Payment tracking and reminders
  • Timeline and day-of details
Learn more about Event Management
Mitchell Wedding
Confirmed
Date & Time
June 15, 2025 • 6:00 PM - 11:00 PM
Venue
Grand Ballroom, Downtown
Package
Premium DJ Package + Photo Booth
Staff Assigned
Mike T., Sarah J.
Payment
$1,500 paid / $3,000 total
Communication

Never ask "did I reply to that?"

Every email sent, every message received — logged automatically on the client and event. Your whole team sees the same history.

  • Send emails directly from Check Cherry
  • Client replies come back into the system
  • Shared inbox for your team
  • Templates for common messages
Hi Sarah! Just following up on your photo booth inquiry for June 15th...
Thanks for reaching out! We'd love to book the Premium package. Can you send over a contract?
Absolutely! I've attached the contract and invoice. Let me know if you have any questions!
Delivered

More CRM Features

Everything you need to manage client relationships.

Notes & Activity

Log calls, meetings, and internal notes. See a timeline of every interaction.

Search & Filter

Find any client, event, or lead instantly. Filter by date, status, or custom fields.

Team Access

Everyone on your team sees the same client data. No more "let me check my notes."

Export Your Data

Export your contacts and events anytime. Your data is yours.

Reminders

Set follow-up reminders. Never let a hot lead go cold.

Reporting

Track lead sources, conversion rates, and revenue by client type.

Built for Event Businesses

Not a generic CRM adapted for events. Built from the ground up.

Generic CRMs don't understand event dates Check Cherry is built around events
They don't handle deposits and payment plans We do payments natively
They don't track staff assignments Staff scheduling built in
Contracts and invoices are separate tools All in one system

Frequently Asked Questions

Common questions about Check Cherry's CRM.

How is Check Cherry different from HubSpot or Salesforce?

Those are great general-purpose CRMs, but they weren't built for events. You'd need to customize them extensively and add separate tools for contracts, payments, and scheduling. Check Cherry does all of that out of the box, designed specifically for how event businesses work.

Can I import my existing contacts?

Yes. Our team will help you import contacts and migrate existing events and booking history if you're switching from another platform. Just reach out to support and we'll handle it for you.

Does my team get access too?

Yes. You can add team members with different permission levels. Staff can see their assigned events, office managers can see everything, and you control who can access what.

Is there a mobile app?

Yes. Check Cherry has iOS and Android apps so you can access client info, check event details, and respond to inquiries from anywhere.

What if I'm already using another system?

We help you make the switch. Import your contacts, events, and history. Most customers are fully transitioned within a week, and our support team is there to help every step of the way.

Ready to get organized?

Start your free trial and see all your clients and events in one place.

14-day free trial. No credit card required.