Free CRM for wedding planners, photographers, and vendors
CRM for insurance agents
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
Freemium
Pricing
Free plan: $0/month with unlimited clients, proposals, contracts, invoices, and a branded client portal. Manual payments have no fees; online payments incur 1% on cards or 1.5% on bank payments, capped at $30. Planner Starter: $49/month for 5 active projects. Planner Unlimited: $99/month for unlimit
Solo: $49.00/month for one user. Team: $119.00/month for 3 total users including the owner, plus $29/month per additional user. Monthly billing, no setup fee, cancel anytime.
Key features
AI timeline builder
Branded client portal
Online payments and invoicing
E-signatures on contracts
Scheduling and questionnaires
Client galleries for photographers
Floor plans and seating charts
Data import from other platforms
Text messaging for vendors
Client and contact records
Application and policy status history
Commission tracking
Tasks and appointments
Agent license records and renewal reminders
Birthday automation for personalized client follow-ups
Monthly income goal tracking
Role-based team access control
Encrypted nightly backups
HTTPS secure connections
What makes it different
Truly free with no credit card required and no expiration
Built by a wedding photographer who understands the industry
No platform fees on manual payments
Free data migration from competitors
Single platform for timelines, floor plans, vendor contacts, and client details
Built specifically for Life, Health and P&C insurance agents
Organizes clients with all linked policies in one view
Tracks dated history of application and policy status changes
Combines appointments, reminders, tasks and commission tracking in daily workflow
Motivational daily prompts and monthly income goal progress tracking
Colara