NueViews is an all-in-one CRM and business management platform built exclusively for wedding and event planning professionals. Designed to replace the chaos of spreadsheets, scattered emails, and disconnected tools, NueViews centralizes every aspect of your planning business into one powerful, intuitive workspace.
Client & Lead Management: Capture and nurture leads from first inquiry through signed contract. Manage your entire client roster, track communication history, and monitor each couple's planning journey from a centralized dashboard.
Contract & Billing: Create and send professional service contracts with built-in e-signature support. Generate invoices, track deposits, set payment schedules, and sync transactions directly with QuickBooks Online. Accept payments securely through Stripe.
Timeline & Vendor Coordination: Build detailed wedding day timelines with drag-and-drop scheduling. Share filtered timelines with vendors so each party sees only the activities relevant to them. Collect vendor feedback and manage time adjustment requests in real time.
Seating & Floor Planning: Design seating charts with smart auto-assignment and guest allergy tracking. Visualize your venue in 2D or 3D, upload custom floor plans, and share filtered seating data with caterers, venues, florists, and rental companies.
Budget Planning: Create multiple budget scenarios per client, compare vendor quotes side by side, and track spending by category. Share live budget reports with clients through their personalized portal.
Client Portal: Every client gets a branded portal where they can view proposals, sign contracts, track payments, manage their budget, and stay connected with their planner throughout the entire planning journey.
Financial Reporting: Monitor revenue, pending payments, business expenses, and net profit across your entire client base. Export reports by client or category and sync directly with QuickBooks for seamless accounting.
Task & Playbook Management: Stay organized with task tracking tied to specific clients and milestones. Use planning playbooks to standardize your workflow and ensure nothing falls through the cracks.
NueViews is built for solo coordinators and full-service planning firms alike. Plans start free with no setup fees and no learning curve, just a smarter way to run your planning business."
