Transform Your Event Planning with
AI That Handles
Cut administrative overhead by 65%, convert more event leads, and delight clients with real-time updates — all automated.
65%
Less Admin Work
3x
Faster Lead Response
Zero
Missed Follow-ups
What is AI for event planners?
Agentic AI workflows for event planners covering enquiry capture, client onboarding, vendor coordination, budget tracking, and automated post-event reporting.
How does Converiqo help planners?
Automates repetitive tasks like follow-ups, document collection, vendor confirmations, and payment reminders so planners focus on creativity and client experience.
What are the key benefits?
65% reduction in admin overhead, 3x faster lead response, 90% client satisfaction, and real-time visibility into every active event project.
How Converiqo is Used by Event Planners
Discover how event planners use AI to streamline operations and create unforgettable experiences.
Lead Capture & Qualification
Automatically capture enquiries from WhatsApp, Instagram, website, and referrals. Score and qualify leads by event type, budget, and date.
- Multi-channel enquiry capture
- Auto-lead scoring by budget & date
- Instant acknowledgement messages
Client Coordination Hub
Centralize all client communication, approvals, and document exchanges. Keep clients informed at every stage with automated status updates.
- Centralized client communication
- Automated approval workflows
- Real-time project status updates
Vendor Management
Coordinate with photographers, caterers, decorators, and venues through structured workflows. Track confirmations and prevent last-minute surprises.
- Vendor confirmation tracking
- Automated payment reminders
- Timeline and SLA monitoring
Budget & Finance Tracking
Track payments, advances, vendor invoices, and balances in one place. Generate financial summaries for every project automatically.
- Payment milestone tracking
- Vendor invoice management
- Automated financial reports
Why Event Planners Choose Converiqo
Leading event planners select Converiqo for end-to-end automation that scales their business without adding headcount.
Unified Event Workspace
One platform connects leads, clients, vendors, budgets, and timelines — eliminating scattered WhatsApp chats and spreadsheets.
Client Trust & Transparency
Automated updates, digital approvals, and shared timelines build client confidence at every stage of event planning.
Vendor Reliability
Structured coordination workflows ensure vendors are briefed, confirmed, and reminded — reducing last-minute surprises.
Scale Without Chaos
Handle multiple concurrent events without dropping balls. AI manages parallel workflows across all active projects simultaneously.
Revenue Optimization
Track upsell opportunities, payment milestones, and outstanding balances across all projects for better cash flow management.
Future-Ready Operations
AI-powered insights help you refine pricing, identify popular packages, and predict busy seasons for smarter planning.
Challenges Every Event Planner Knows Too Well
See if these sound familiar. Converiqo's AI solves all of them automatically.
Losing Leads to Slow Responses
Clients inquire with multiple planners simultaneously. Responding hours later means losing bookings to competitors who reply in minutes.
Coordinating Dozens of Vendors
Managing caterers, photographers, decorators, and venues via separate WhatsApp chats leads to missed confirms and chaotic event days.
Budget Tracking Across Multiple Events
Keeping track of advances, vendor payments, and outstanding balances across 5-10 active events in spreadsheets is a full-time job.
Client Follow-ups Falling Through Cracks
Sending payment reminders, collecting approvals, and sharing updates manually for every client eats up hours of productive time daily.
Last-Minute Vendor Surprises
Vendors showing up without confirmed briefs or missing equipment on event day due to poor coordination causes client complaints.
Post-Event Chaos and Reporting
Reconciling payments, collecting feedback, generating invoices, and documenting learnings after each event takes days of manual work.
How Converiqo Saves Event Planners Time & Money
Three powerful ways AI transforms event planning operations.
One AI Handles What 3 Coordinators Do
Manage unlimited enquiries, client follow-ups, and vendor comms simultaneously. Save ₹8-15 lakhs annually on coordination staff.
Book More Events with Instant Responses
Reply to every enquiry in under 60 seconds, qualify leads automatically, and schedule consultations without manual back-and-forth.
Perfect Financial Control Across All Events
Automated payment tracking, vendor invoice management, and real-time budget dashboards eliminate financial surprises on every project.
Everything Event Planners Need, Automated
From first enquiry to final invoice, Converiqo handles it all.
Smart Enquiry & Lead Engine
Capture enquiries from Instagram DMs, WhatsApp, website forms, and referrals automatically with source tagging.
AI qualifies leads by event type, date, guest count, and budget — prioritizing high-value opportunities instantly.
Send personalized welcome messages with portfolio links, package options, and consultation scheduling in seconds.
Automated follow-up sequences ensure no lead goes cold — reminders sent at the right intervals without manual effort.
Lead scoring dashboard shows which enquiries are most likely to convert so your team focuses energy effectively.
Referral tracking identifies which sources drive the highest-quality leads for better marketing ROI.
Client Onboarding & Communication
Digital onboarding collects client preferences, event vision, dietary requirements, and approvals without paper forms.
Shared event timeline keeps clients informed of every milestone from booking to post-event delivery.
Approval workflows for mood boards, vendor selections, menus, and seating plans with one-click client sign-off.
Automated reminders for pending approvals, payment due dates, and document submissions reduce client back-and-forth.
Multi-channel updates via WhatsApp, email, and SMS ensure clients never feel out of the loop.
Post-event thank you sequences, review requests, and referral prompts build long-term client relationships.
Vendor Coordination Engine
Centralized vendor profiles store contact details, payment terms, past performance ratings, and availability calendars.
Automated briefing documents sent to each vendor with event-specific requirements and run-of-show details.
Confirmation tracking ensures every vendor acknowledges their role, timing, and responsibilities before event day.
Payment milestone automation sends advance reminders and balance due alerts based on contract terms.
Day-of coordination checklists keep vendors aligned and planners in control during live events.
Post-event vendor ratings and feedback loop improves future selection and negotiation outcomes.
Budget, Finance & Reporting
Real-time budget dashboard tracks advances received, vendor payments made, and outstanding balances for every event.
Automated invoice generation for clients upon project milestones with digital payment link integration.
Vendor invoice tracking with due date alerts and payment confirmation logging for clean audit trails.
Profitability analysis shows margin per event type, helping planners price future packages more effectively.
Post-event financial closeout reports reconcile all payments and generate client-ready financial summaries.
Cash flow forecasting across active events prevents revenue gaps and supports business planning decisions.
Everyone Wins with Converiqo
How AI automation creates better outcomes across the entire event ecosystem.
Event Planners & Owners
- Handle 3x more events simultaneously without adding coordination staff.
- Full financial visibility across all projects with zero spreadsheet management.
- Brand reputation grows through consistent, professional client communication.
Client Servicing Teams
- Automated updates and approval workflows keep clients engaged without manual effort.
- Digital document management reduces back-and-forth and approval delays.
- Complaint and change-request workflows ensure rapid, structured responses.
Operations & Logistics
- Vendor briefings, confirmations, and run-sheets automated and centralized.
- Live event day checklists accessible on mobile for seamless execution.
- Post-event debrief workflows capture learnings for future improvements.
Finance & Accounting Teams
- Automated invoicing, payment milestone tracking, and reconciliation across every project.
- Vendor payment records and outstanding balance visibility in real time.
- Profitability reports per event help management optimize pricing and margins.
Clients & Families
- Real-time event progress updates reduce anxiety and build excitement.
- Fast responses to change requests and approval workflows are seamless.
- Structured feedback capture and post-event reports make rebooking easy.
Vendors & Suppliers
- Clear digital briefings eliminate confusion about requirements and timelines.
- Automated payment reminders and confirmation flows improve collaboration.
- Structured feedback helps vendors build stronger planner relationships.
Built for Every Type of Event Business
Configure Converiqo for your specific event planning model.
Wedding Planners
Manage complex multi-vendor weddings with client portals and day-of coordination tools.
Corporate Event Teams
Handle conference logistics, delegate management, and executive briefings at scale.
Social Event Planners
Birthday parties, anniversaries, and private celebrations with streamlined booking flows.
Virtual Event Producers
Coordinate speakers, sponsors, and attendees for hybrid and digital event formats.
Destination Event Planners
Manage multi-location logistics, travel coordination, and cross-city vendor networks.
Event Management Companies
Standardize workflows across teams and deliver consistent quality across all clients.
Leaders on measurable change
65%
Less admin overhead
3x
Faster lead response
90%
Client satisfaction rate
40%
More events per team
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates client inquiries, organizes planning tasks, and improves coordination across vendors, teams, and clients. It helps event planners manage bookings, schedules, approvals, and client updates more smoothly throughout the planning cycle.
Planners struggle with last-minute changes, unclear client requirements, multiple vendor dependencies, missed follow-ups, and scattered communication. Automation reduces chaos and ensures every task, deadline, and update flows through a structured, trackable workflow.
Yes. Automation assigns tasks, sends reminders, tracks vendor deliverables, and escalates delays instantly. It helps manage timelines across decor, catering, logistics, entertainment, and hospitality—ensuring fewer bottlenecks and more predictable execution.
AI sends automated updates for approvals, payments, design previews, schedule changes, and event-day logistics. Clients receive consistent, timely information across channels without relying on manual follow-ups or scattered chats.
Useful KPIs include lead-to-booking conversion, task completion rate, vendor delivery accuracy, budget variance, client satisfaction score, and escalation frequency. These metrics help planners improve reliability and overall event management quality.
The Lead Engine captures inquiries from websites, referrals, ads, and social platforms. It tags event type, budget, date, and urgency—helping planners prioritize serious leads and convert more prospects into confirmed weddings, corporate events, or social functions.
Customer Self-Service allows clients to track progress, upload requirements, check timelines, view proposals, and raise queries anytime. It reduces repetitive conversations and provides clients with clear visibility into every stage of their event planning journey.
The Ticketing System organizes complaints, revision requests, vendor issues, payment concerns, and last-minute changes into trackable tickets. It ensures clear accountability, SLA-based resolution, and smoother coordination across teams and suppliers.
Field Service Management assigns tasks and field teams for decor setup, logistics movement, equipment delivery, and event-day coordination. It tracks progress live, ensuring timely execution and reducing operational confusion during high-pressure events.
Workflow Automation standardizes planning steps, vendor approvals, budget checks, and client updates. The Marketing Module drives targeted campaigns, while Knowledge Management stores templates and SOPs. Together, they help event planner businesses scale effectively.
Ready to scale your event planning business?
Join hundreds of event planners who have eliminated chaos and grown bookings with Converiqo.AI.