CRM for planners, DJs, florists, caterers and decorators
Nod CRM turns "are you free on the 12th?" into a signed package, a deposit that holds the date and a balance reminded before the event, in the thread the client already wrote in. Paid by bank transfer or UPI, straight to your account. No client account, no PDF.
Hi Maya, here's the package for Saturday 12 June: DJ and MC for six hours, ceremony sound, uplighting and your monogram. A $1,000 deposit holds the date. Open it and sign when you're ready.
Proposal P-0057DJ and MC · Torres–Reid wedding$3,450.00Open and signHow an event gets booked
"Are you free on Saturday 12 June?" arrives by email or on WhatsApp. It is a lead in Nod the moment it arrives: forward it to your Nod address, or connect your inbox and it is already there. The team answers from one shared inbox.
Your hours, sound, lighting, florals or menus live in the catalog. Pick them, add the date, the venue and your terms, and send the proposal in the same thread. No PDF.
The client opens the deal page, verifies with a one-time code sent to their email, and e-signs. You get the opened ping and read receipts; reminders go out if it goes quiet.
Set a deposit on the deal. The client pays it at the deal's deposit step, by bank transfer or by UPI QR in India, then taps I've paid and adds the reference. You confirm, and the deposit shows paid.
Reminders go out before the balance is due, on the due date and when it's overdue, by WhatsApp or email. The invoice is already written: numbered, dated, in the client's currency, with the tax lines their country expects.
On every plan, the signed deal opens a project. The timeline, the song list and the vendor calls are tasks on a board. Share the run sheet task with the client, and log the hours if the planning runs long.
The sample deal, as a DJ sees it
Catalog
Each line is a saved item with its rate. The proposal is the package plus the date, the venue and your terms.
Read receipts and reminders
You see when the proposal was opened and signed. Reminders go before the balance is due, on the day and when it's overdue, by WhatsApp or email.
Deposit
The client pays the deposit at the deal's deposit step and taps I've paid with the reference. You confirm, and the deposit shows paid on the deal. Nod never holds the money.
Before the day
On every plan, a signed deal opens a project on its own. The timeline, the song list and the vendor calls are tasks with checklists and files. The client sees the tasks you share in their portal, behind the same one-time code.
What Nod leaves to other tools
Nod does not show which dates you have free or take bookings; a booking scheduler is planned after payments. No floor plans or seating charts, and no vendor marketplace. Invoices are created in Nod and are not emailed yet.
The usual stack, and this one
| For every event | The usual stack | Nod CRM |
|---|---|---|
| The proposal | A PDF price list, attached to an email | Your packages from the catalog, sent as a link in the thread |
| The contract | A separate e-signature tool, a separate document | Your terms travel with the proposal; one e-signature, verified by code |
| The deposit | A payment link from a third app, and a note of who paid | A deposit on the deal, paid by bank transfer or UPI QR; the client taps I've paid, you confirm |
| The balance | A calendar note to chase it two weeks out | Reminders before due, on the day, and overdue, by WhatsApp or email |
| The invoice | Typed again in an invoicing app | Created from the deal, in the client's currency, tax lines included |
| The run sheet | A shared doc and a group chat | Tasks on a project board; share the ones the client should see |
| Availability and floor plans | Your calendar and your planning tool | Still your calendar and your planning tool |
Questions from event pros
Yes. Set a deposit on the deal and the client pays it at the deal's deposit step, by bank transfer or by scanning your UPI QR for the exact amount in India, then taps I've paid and adds the reference. You confirm. Nothing is marked paid until you do.
Yes. Reminders go out before the balance is due, on the due date and when it's overdue, by WhatsApp or email. Automatic invoice reminders are included from the Solo plan up.
Not yet. A deposit is taken at the deal's deposit step today. Milestone schedules, each with its own due date and reminders, are still being built.
Not yet. Nod has no availability calendar and no booking pages; a booking scheduler is planned after payments. Keep your calendar for which dates are free.
Yes, on every plan. The signed deal opens a project, and the run sheet is a set of tasks with checklists, comments and files. Share the tasks the client should see and they appear in their portal, behind the same one-time code.
No. Nod runs the proposal, the signature, the deposit, the balance and the invoice. Floor plans, seating charts and finding other vendors stay with the tools you use for that.