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From first contact to the gig

Client CRM for bands, musicians and agencies

Client directory with a Kanban sales pipeline, custom categories, additional contacts, statistics and import from CSV or Excel. Each client page gathers the events, quotes, contracts, documents and emails of that client, with email and WhatsApp actions in context.

In this page

  • Kanban pipeline from lead to completed gig
  • Client and lead import from CSV or Excel
  • Events, quotes, contracts and emails on the same page

Common friction

What this solves

01

Contacts scattered across the phone book, chats, email and different spreadsheets

02

Quote requests forgotten because nobody knows where the negotiation stands

03

Couples, wedding planners, agencies and venues mixed up with no way to find them

04

An existing client list in Excel that nobody wants to retype by hand

05

Rebuilding the history of a client means searching three different tools

Definition

What is a CRM for bands and musicians?

A CRM for bands and musicians is the sales address book of people who play live: it keeps clients, leads and partners together and shows where each negotiation stands. In BandCalendar every client has a page with events, quotes, contracts, documents and emails, a Kanban pipeline for the sales stages and import from CSV or Excel to start from the contacts you already have.

Workflow

How it works in BandCalendar

1

Bring your contacts in

Create clients by hand or import a CSV or Excel file: map the columns, check the preview with possible duplicates and confirm.

2

Classify

Set the type (private, company, agency, venue, public body), the category, tags, source and partner, so you find the groups you need at once.

3

Follow the negotiation

Move cards between Lead, Negotiating, Active and Follow up with drag and drop, or work from the List view with search and filters.

4

Work from the client page

From the client page you create a quote or an event already linked and write by email or WhatsApp with a message template.

5

Read the history back

Events, quotes, contracts, documents, emails and the change history stay on the page; statistics show how clients are distributed by type, category and source.

Connected features

The operational pieces stay connected

Kanban pipeline and List view with search and filters
Client types: private, companies, agencies, venues and public bodies
Custom categories, tags, source and partner
Additional client contacts with name, role and email
Import from CSV or Excel with preview and duplicate check
Client page with events, quotes, contracts, documents and emails
Email and WhatsApp with templates, also with international numbers
Client statistics and change history

Product screenshots

See the feature in the real app

BandCalendar client pipeline in Kanban view with the Lead, Negotiating, Active and Follow up stages
Client pipeline in a Kanban: from first contact to completed gig.
BandCalendar client page with contacts, overview and linked records
Client page with contacts and linked records.

Try the workflow

Start from Client CRM

Use the free plan to reproduce this workflow with your real clients, events, documents and collaborators.

Start by setting up

  • Bring your contacts in
  • Classify
  • Follow the negotiation

Internal links

Continue exploring

Emails and client mailbox

Write to clients from an event, a quote, a contract or the client page and find every email, with the replies, in the conversation of that client. The team mailbox has an inbox, unread messages and search; you can send to several clients at once, schedule a send and connect your own mailbox to write from your address.

Quotes and contracts

Create professional quotes and contracts for music services from separate content and layout templates, with rich text editing, preview-consistent PDFs, services and expense reimbursements, online quote acceptance, public links and click-to-accept simple electronic signature without a client account.

Event management

Every BandCalendar event is a full operational record: client, commercial overview, services and programme, lineups and notifications, documents, Finances, to-dos, setlists, logistics, food and accommodation, notes and history.

Event calendar

An operational calendar for musicians and bands that connects sales pipeline, clients, gigs, rehearsals, tasks, reminders, lineups, documents, Excel export and personal Google Calendar and Apple Calendar/iCloud sync.

Wedding bands

BandCalendar helps wedding bands and live musicians turn inquiries, quotes, contracts, repertoires, setlists, logistics and payments into one workflow that the whole team can use before, during and after the event.

Entertainment agencies

BandCalendar helps entertainment agencies, live-entertainment companies and organizations coordinating many performers manage numerous lineups and projects, clients, events, documents and finances through a multi-user team with granular permissions.

FAQ

Questions before starting

Can I import the clients I already have in Excel?

Yes. Upload a CSV or XLSX file, map the columns to the fields (BandCalendar suggests the matches and you can correct them), check the preview with errors and possible duplicates, then confirm. Nothing is written before you confirm.

How do I follow negotiations?

With the Kanban pipeline: each client is a card you move between Lead, Negotiating, Active and Follow up. Archived clients stay hidden until you ask to show them.

Can I tell couples, agencies and venues apart?

Yes. Each client has a type (private, company, agency, venue, public body) and you can add custom categories, tags and source to filter the list and read the statistics.

Can a client have several contact people?

Yes. Besides the main contact you can add other contacts with name, role and email, to put in copy when you write.

Where do I find everything about a client?

On the client page: events, quotes, contracts, documents, emails exchanged, shares and the change history.

Can I write to the client from BandCalendar?

Yes. From the client page you open the email window or WhatsApp with a message template; emails stay in the conversation of the client.

Keep exploring before you start

Compare related workflows, then open the free plan when you are ready to test it on a real booking.

See use cases