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Boost sales and customer satisfaction with our custom event management CRM

Organizations that choose Planning Pod average 64% growth in event bookings and 230% growth in revenues in their first year

Planning Pod improves customer management and acquisition

More than 70,000 event professionals rely on our event customer relationship management tools to seal gaps in sales pipelines, stay closer to clients and make it easier to work with them.

Your Challenges + Our Solutions

Challenges

Dropping leads before they hit your funnel

Often there are multiple steps adding lead details from a webform, note or email to your sales tools, increasing the chances of dropped leads.

Solutions
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Capture leads with embeddable web forms

Custom lead forms simplify how prospects submit details, while automations trigger intro emails and add the lead to the proper pipeline stage.
Challenges

Losing track of leads in your pipeline

Inconsistent sales processes and juggling between multiple sales tools, spreadsheets and emails can lead to lost or misplaced leads.
Solutions
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Build custom sales workflows

Customizable lead pipelines and centralized event CRM tools consolidate client details and interactions in one place, ensuring you always know the status of each one.
Challenges

Struggling with followup and long sales cycles

Inconsistent follow-up due to lack of bandwidth or inadequate tools or processes can lead to missed opportunities and lengthen sales cycles.
Solutions
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Simplify outreach with automated emails

Email templates and automated sequences take the lift off your sales team for following up with leads and result in smoother, shorter sales cycles.
Challenges

Wasting time recreating sales documents

Manually creating proposals and contracts for every lead takes time away from other important tasks and can result in errors and inconsistencies.
Solutions
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Create standardized templates

Pre-built proposal and contract templates save time, reduce pricing errors and give each client interaction a consistent, polished look.
Challenges

Chasing down approvals and payments

Relying on manual contract review and signature processes slows down client onboarding and risks document loss.
Solutions
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Collect signatures electronically

E-signatures and automated reminders streamline the document approval process, enabling quick reviews and helping you close deals faster.
Challengues

Missing out on repeat business

Often your staff is so busy with new leads and current clients that past customers get overlooked, neglecting a rich source of additional revenue.
Solutions
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Easily connect with past customers

Our contact manager provides a complete history of all contact details, while our email tools let you set up automated check-ins with past clients.

Discover how our platform makes it easy for prospects to work with you

Our user-friendly event management CRM platform gives you an end-to-end solution for tracking all lead activities while enabling your team to deliver more personalized service to prospects and clients.
Build templates and workflows screen

Build templates and workflows

Create pipeline workflows to standardize your lead management process and set up templates (with data merge fields) for proposals, contracts, line items, BEOs and food-and-beverage menus.
Capture leads and initiate outreach screen

Capture leads and initiate outreach

Build one or more lead capture forms you can embed on your website. Then set up automations for sending welcome emails, assigning leads to sales staff and adding leads to pipeline stages.
Manage sales pipeline

Manage your sales pipeline

Easily view which leads are in each stage and quickly access details and contact information for each prospect. Log call/meeting notes for each conversation.
Follow up via email and automations screen

Follow up via email and automations

Send and receive emails with leads and clients directly inside Planning Pod using your existing email address. Set up automated email sequences to stay in touch with your entire pipeline.
View booking and availability calendars screen

View booking and availability calendars

See your entire booking calendar at-a-glance and instantly assess availability based on your prospect’s needs and desired dates. Never again double-book.
Build customized proposals screen

Build customized proposals

Create and personalize detailed, colorful proposals in minutes from pre-built templates and share them electronically via email or the client portal.
Create and send legal contracts screen

Create and send legal contracts

Quickly build legal contracts from templates and share them via email or the client portal to collect electronic signatures.
Collect approvals and signatures online screen

Collect approvals and signatures online

Allow leads to effortlessly review proposals, contracts and BEOs online and apply their electronic signature to approve documents.
Track contact history and details screen

Track contact history and details

Instantly access contact details for any lead, client, vendor or other contact in the contact manager tool, including event, billing and contract history.
Analyze sales and client metrics screen

Analyze sales and client metrics

Create custom dashboards and reports to view real-time sales, revenue, event booking and lead/customer data so you always know where you stand.
5.0 out of 5 stars

"This is the first time in my career I can manage my event bookings, customers, sales, operations and projects in one system. And the price is so reasonable for everything you get. Planning Pod is the only system you should be running."

 

Dianne Kohler

Camrose Exhibition Center
Events/Exhibition Center
5.0 out of 5 stars
"Planning Pod has helped us double our volume from last year! We cater a lot of all-inclusive weddings, and I have all my BEOs, vendors, email communications and event details in one place so I don't have to scramble to find those details."

Shannon Robles

Cascadia Pizza
Restaurant/Catering

Upgrade how you manage sales process with our event CRM software tools

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Event/Sales CRM

Standardize processes and access vital information instantly with tools that track leads and clients through every stage of the event lifecycle.

  • Custom Lead Pipeline
  • Lead Intake Webforms
  • Booking/Availability Calendar
  • Task Manager
  • Contact Manager
  • Custom Reports/Dashboards
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Lead/Client Communication Tools

Stay front-and-center with your leads and clients at all times and make it easy for them to communicate and work with you.

  • Email with Central Inbox
  • Automated Email Sequences
  • Email/Text Notifications
  • Client Portals
  • Call Logging
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Sales Documentation and Insights

Build custom templates that enable you to create personalized documents on-the-fly, share them electronically and collect feedback and signatures.

  • Proposals
  • Contracts
  • Food-and-Beverage Menus
  • Banquet Event Orders
  • Electronic Signatures
  • Templates

Related Use Cases

Customers who use our event management CRM software tools are also interested in:

Get started today with our
proven event project management solutions

Frequently asked questions about event management CRM software

What is an event management CRM?

A customer relationship management or CRM system is a tool used by event professionals to manage lead and client relationships. It is built to track sales and customer details and processes in order to provide the best customer experience and to deliver event services reliably.

What will an event CRM do?

A customer relationship management or CRM solution enables both large and small businesses to attract new prospects, land more customers and optimize how they manage those customers to strengthen their bond with customers and ultimately expand their business.

What are CRM tools?

CRM tools help businesses manage marketing, sales and customer support/operations functions. The goal of these tools is to create streamlined processes and organize customer data to better serve customers and escort them seamlessly through the buying and customer experience.

Such cloud-based tools can include functionality for managing:

  • Customer and event marketing - Email marketing, social media posting, digital advertising, marketing lists
  • Lead management - Contact forms, sales pipeline tracking, contact managers, email and communications manager, sales documentation
  • Customer service and onboarding - Support request management, training, customer data management and reporting

Which is the best CRM software for events?

The best event management CRM is one that enables event and hospitality organizations to adequately attract, land and onboard larger numbers of qualified prospects with marketing, sales and customer support tools that fit the organization’s specific needs.

Popular CRM tool providers include Hubspot, Salesforce and Zoho CRM; however, industry-specific platforms like Planning Pod are often more suitable for venues and event planners because they offer specialized functionality for professionals who sell and manage events.

How do you integrate a CRM with event management software?

Many event management software platforms like Planning Pod include customer relationship management tools within the platform. This enables businesses to easily manage marketing, sales and customer relationships within the same solution that they manage budgets and timelines; event registration and ticketing; and event attendees, vendors and exhibitors.

How does a CRM benefit event planners and venues?

Most event organizers, venues and event spaces require marketing and sales tools and staff in order to attract customers and sell their services. A CRM that integrates with an event management platform allows them to manage these functions and easily transition new customers into the event production and management process.

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