Event planning tools for unforgettable experiences

Juggling many disparate tools for event planning often leads to errors and dropped details. Instead, consider managing everything in one end-to-end platform that offers intuitive workflows and integrated tools to centralize all of your event planning details and functions.

The best event management solution is the one that fits your specific needs, aligns with the abilities of the people who will be using it and offers time-saving tools to simplify processes.

Not every solution will fit every particular event or situation, so it is important that you first itemize your goals and needs that you want software to help you accomplish. Then you can more easily evaluate several options to determine which one is the right fit for your events and your organization.

Many software platforms for event planners offer tools for event registration and ticketing as well as for tracking attendee details after they have registered or RSVP’d. Software can simplify these processes by helping you:

• Collect registrations and RSVPs (along with attendee details and preferences) via event websites and online registration forms.
• Collect and manage payments associated with these registrations (including refund requests or order modifications).
• Communicate with attendees prior to the event regarding updates, announcements and reminders.
• Manage attendees upon check in with electronic guest lists tools, QR code readers or self-check-in kiosks.
• Follow up with attendees after the event with surveys and polls to get their feedback.

While seemingly cost-effective, relying on cheap or free event apps, spreadsheets, and email can end up costing you more due to dropped details, miscommunications, and upset stakeholders. But good news! A comprehensive, integrated solution can prevent these issues.

“All-in-one” software or preset packages often don't meet unique event planning needs, leading to workarounds and frustration. Look for a platform that allows you to build a tailored solution that includes everything you need and nothing you don’t.

Manual processes in event planning often mean repeating tasks and recreating documents ad nauseam. The good news is, you can automate your planning with workflows by using streamlined processes, automated tasks, checklists, calendars, and templates to give structure and cadence to your work.

Ensuring everyone involved in an event is informed and on the same page is a significant challenge, especially with remote work! Stay aligned with shared tools on a platform that gives staff and stakeholders access to what they need, and you the tools to keep everyone accountable.

It can be a huge challenge to find time to keep external or internal clients updated. You can improve outreach via online collaboration with tools for automated notifications, document sharing, budgets, and client portals that keep clients connected and satisfied without overburdening your team.

Many event ticketing and management platforms lack the tools to help you attract attendees and bring your vision to life. To create a seamless attendee experience, utilize a platform that offers everything from event registration/ticketing and event websites to floorplans and onsite check-in.

For event businesses, long sales cycles, dropped leads, and delayed follow-through can significantly hinder growth. To combat this and boost growth instead, consider using a battle-tested CRM with automated sales workflows, email sequences, and customizable lead pipelines to close more event clients faster.