9 Best Keap Alternatives for Wedding Planners

HubSpot is a comprehensive inbound marketing and sales platform trusted by thousands of small businesses and agencies for its all-in-one approach to CRM, email marketing, social media scheduling, and content management. According to their website, HubSpot offers integrated tools that allow wedding planners to track leads from first contact through to booking, automate follow-up sequences, and publish blog content optimized for search engines. Its content calendar enables scheduling across social channels, while its SEO recommendations help improve blog visibility. HubSpot’s CRM is deeply embedded with marketing automation, allowing planners to trigger personalized email sequences based on website behavior or form submissions. The platform also includes analytics dashboards to measure campaign performance and customer lifetime value. While HubSpot doesn’t generate content automatically, its templates and workflow builder make it easy to structure consistent outreach for wedding inquiries. Its integration ecosystem supports connections to tools like Canva, WordPress, and Google Analytics, making it a powerful central hub for digital operations.

Nimble is a relationship-focused CRM designed for small businesses and solopreneurs who prioritize personal connections over automation. According to their website, Nimble combines contact management with social media integration, allowing wedding planners to track interactions across LinkedIn, Twitter, Facebook, and email in one unified timeline. This makes it ideal for planners who rely heavily on networking and referrals to grow their business. Nimble’s AI-powered suggestions help users remember important details about clients—like anniversaries, favorite venues, or past conversations—enabling more authentic follow-ups. The platform also offers basic email campaign tools and task reminders to ensure no lead falls through the cracks. While it doesn’t generate content or automate publishing, Nimble excels at helping planners stay top-of-mind with past clients and referrals through thoughtful, human-centric engagement. Its mobile app ensures planners can update contacts on the go, whether they’re at a venue tour or a bridal show.

Zoho CRM is a highly customizable, affordable CRM platform designed for small to mid-sized businesses seeking control over their sales and marketing processes. According to their website, Zoho offers a modular system where wedding planners can enable features like lead capture forms, email campaigns, social media monitoring, and workflow automation based on their needs. Its built-in content management system allows users to create and schedule blog posts, while its marketing automation tools can trigger follow-up emails based on website visits or form submissions. Zoho’s AI assistant, Zia, provides predictive lead scoring and sales insights to help planners prioritize high-intent prospects. The platform also integrates with Zoho’s suite of tools—including Zoho Writer for content creation and Zoho Social for scheduling posts across platforms. For planners managing multiple vendors or venues, Zoho’s custom fields and workflows make it easy to track unique client requirements and event timelines.

Pipedrive is a sales-focused CRM designed for visual pipeline management, making it ideal for wedding planners who need to track prospects through stages like Inquiry → Consultation → Proposal → Booking. According to their website, Pipedrive offers drag-and-drop pipeline views, automated email sequences, and activity reminders to keep deals moving forward. Its integration with email providers and calendar apps ensures planners never miss a follow-up. While Pipedrive doesn’t generate content or manage social media publishing directly, its marketing automation tools allow users to create email campaigns and landing pages to capture leads from Instagram or Facebook ads. The platform also supports custom fields to track wedding-specific details like venue preferences, guest count, or budget ranges. For planners who spend more time managing client conversations than creating content, Pipedrive’s simplicity and sales-centric design make it a powerful tool to reduce administrative overhead and close more bookings.

ActiveCampaign is a powerful marketing automation platform that combines CRM, email marketing, and sales automation in one system. According to their website, it enables wedding planners to create complex automation workflows that trigger based on user behavior—such as opening an email, visiting a pricing page, or downloading a wedding checklist. Its visual automation builder allows users to map out multi-step journeys, from initial lead capture to post-wedding thank-you sequences. ActiveCampaign also offers email templates, landing pages, and SMS marketing tools, making it easy to engage clients across channels. While it doesn’t generate social media content or blogs automatically, its content library and segmentation features help planners deliver highly personalized messaging to different audience segments—like engaged couples, past clients, or referral partners. The platform’s reporting tools provide insights into open rates, click-throughs, and conversion paths, helping planners refine their messaging over time.

Mailchimp is a widely used email marketing platform that also offers basic CRM, social media scheduling, and landing page tools. According to their website, it allows wedding planners to build email lists, design newsletters, and automate welcome sequences for new subscribers. Its drag-and-drop email builder makes it easy to create visually appealing content without coding skills. Mailchimp also includes a social media scheduler for posting to Facebook, Instagram, and Twitter, and a simple CRM to track customer interactions. While it lacks advanced automation and segmentation compared to ActiveCampaign or HubSpot, its intuitive interface makes it ideal for planners who primarily need to send occasional newsletters or promote events. Its free plan supports up to 500 contacts, making it accessible for new planners just starting their digital presence.

ClickUp is a productivity platform that combines project management, task tracking, document storage, and goal setting into one workspace. According to their website, wedding planners use ClickUp to organize client onboarding checklists, vendor timelines, and content calendars—all in a single view. While not a traditional CRM, its customizable views (list, board, calendar, Gantt) allow planners to visualize their workflow from inquiry to post-wedding follow-up. ClickUp supports integrations with email, calendar, and file storage tools, and its Docs feature enables collaborative blog writing and content planning. It also includes a built-in time tracker and goal-setting features to help planners stay on top of deadlines. However, ClickUp does not generate content, manage social publishing, or automate marketing campaigns. Its strength lies in operational organization rather than client acquisition or content creation.

Notion is a flexible workspace that combines notes, databases, task lists, and wikis into a single platform. According to their website, many wedding planners use Notion to create custom client onboarding templates, vendor directories, and content calendars. Its block-based editor allows users to embed calendars, tables, and media to build personalized systems for managing inquiries, contracts, and marketing assets. While Notion supports basic task automation and integrations with tools like Google Calendar and Dropbox, it does not offer built-in email marketing, social scheduling, or AI content generation. Planners must manually create and schedule posts, write blogs, and track leads using templates. Its strength is in customization and personalization, making it ideal for planners who prefer a do-it-yourself approach to organizing their business—though it requires significant setup time and ongoing maintenance.