Wedding Vendor CRM — Track Leads from WhatsApp, Instagram & Referrals

When you log into your dashboard, the Leads tab is the first thing you see. This is your command centre for every client inquiry — whether it came from WhatsApp, Instagram, a phone call, a referral, or the itsmy.wedding platform.

At the top, four stat cards show your active leads, overdue follow-ups, conversion rate, and total pipeline value. Below that, you will see your leads grouped by pipeline stage.

Tap the + button at the bottom right of the screen. A quick form slides up with three required fields: the client's name, their phone number, and where they found you.

The source options — WhatsApp, Instagram, Phone, Referral, Expo, and Other — let you tag every lead so you can see which channels drive the most business over time.

Fill in the client name and phone number, then tap the source chip that matches how they reached you. When you pick a source like WhatsApp, a contextual field appears — in this case, "Contact name" — so you can note who referred them or how they got in touch.

Below the required section, optional fields let you add the event date, event type, estimated deal value, and any notes. The more detail you add now, the less you need to remember later.

After tapping Add lead, the new entry appears instantly in your pipeline. Each lead card shows the client name, event date, source badge (colour-coded by channel), and estimated deal value at a glance.

A red left border on any card means that lead has an overdue follow-up — a visual nudge so nothing falls through the cracks during a busy season.

As you add more leads, the list grows and you can filter by pipeline stage using the chips at the top — "All", "New Inquiry", "Discovery Call", "Quote Sent", and so on. The chip labels and stages are tailored to your vendor category, so they match how you actually work.

Each chip shows a count, so you can instantly see how many leads are waiting at each step. Tap a chip to filter the view.

Tap any lead card to open the full detail view. Here you will find everything about this inquiry: the stage progress bar showing where they are in your pipeline, a follow-up card with the next action date, client contact details, estimated value, and a complete activity timeline.

From this page you can change the lead's stage, set a follow-up reminder, add notes, log interactions (calls, messages, meetings), and adjust the priority between Hot, Warm, and Cold.

On a desktop or laptop, the leads view automatically switches to a Kanban board — columns for each pipeline stage with your leads as draggable cards. Drag a card from one column to the next as the inquiry progresses.

If you drag a lead to the "Lost" column, a dialog asks for the reason (budget, chose competitor, date conflict, etc.), which feeds into your conversion analytics over time.

At the top of your Leads tab, four stat cards give you a real-time pulse on your business. Active Leads shows how many open inquiries you have. Needs Follow-up turns red when any lead has an overdue reminder. Conversion Rate tracks how many leads you convert to bookings this month. Pipeline Value totals the estimated deal value of all active leads.

Below the stats, a conversion funnel chart shows where leads drop off in your pipeline — helping you pinpoint exactly which stage needs improvement to close more bookings.