The First Fully Customizable All-In-One Event CRM & ERP
Unify all manufacturing, shipping and payment processes with marketing, partnership and sales opportunities via a single CRM system.
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The Ultimate CRM for Corporate, Social, Wedding, and Non-profit Event Management Businesses
Streamline every aspect of event management business with precision, organization, and efficiency at every stage—from acquiring new clients to executing flawless events and maintaining strong post-event relationships.
Business Marketing
Attracting new clients is a top priority for event management businesses. Office24by7’s event CRM helps businesses establish a strong brand presence through targeted marketing campaigns across multiple channels, including digital media and traditional media. The CRM allows smooth integration with social media channels, email, SMS, WhatsApp, PPC campaigns, etc. The system captures leads from all these sources along with traditional flyers and billboards with virtual numbers etc, and referral leads. The CRM also helps for lead nurturing through personalized emails, event success stories, and special promotions. The CRM’s data-driven analytics provide insights into campaign performance, audience engagement, and marketing ROI, allowing event businesses to refine their strategies for maximum ROI.
Business Lead Management
Converting inquiries into long-term clients requires a structured and responsive lead management system. Office24by7’s CRM automates lead capture, assignment, and follow-ups, ensuring that every inquiry is promptly addressed. Leads are automatically assigned to the right team members based on event category, budget, and availability, reducing response time and improving the chances of conversion. The event CRM enables integrated email, chat, and cloud telephony tools thereby allowing seamless lead interactions. The automated follow-up sequences ensure that no potential client is forgotten. The CRM also tracks the status of every lead, from the first interaction to the final booking, helping event businesses monitor performance and optimize their sales strategies.
Marketing & Promotion for Events
When your leads evolves out to become confirmed events, promoting the individual events requires targeted marketing efforts to maximize attendance and engagement. Office24by7’s event CRM enables event organizers and marketers to plan, execute, and track event-specific marketing campaigns, ensuring a high turnout and engagement. The CRM integrates with event landing pages, registration forms, and ticketing systems, allowing businesses to track attendee sign-ups and engagement in real-time. Automated event invitations, early-bird promotions, reminder emails, and last-minute offers help maximize audience participation.
Communications Management
Office24by7’s event management CRM streamlines collaboration and communication for seamless event execution. It enables real-time teamwork through built-in chat, email, and task-sharing tools, with automated alerts for updates and approvals. Centralized document storage ensures easy access to event materials, reducing miscommunication. The omnichannel communication suite—email, SMS, WhatsApp, voice, and video—facilitates timely engagement with stakeholders. Automated workflows handle event updates, confirmations, and follow-ups, while bulk campaigns boost attendance. Chatbots assist with inquiries, registrations, and real-time support.
Event Planning & Coordination
Efficient event planning requires strong organization, team collaboration, and real-time updates. Office24by7’s CRM provides a centralized hub for event logistics, where planners can assign tasks, track deadlines, and monitor budgets. Teams handling venue booking, catering, entertainment, decor, and logistics can collaborate seamlessly, reducing miscommunication and improving efficiency. The CRM also stores event documents, contracts, floor plans, and vendor agreements, ensuring easy access for all stakeholders. Automated reminders keep all scattered teams on schedule, while budget tracking tools ensure cost control, allowing businesses to plan profitable events without exceeding financial limits.
Task & Project Management
Managing multiple teams and departments requires efficient task delegation and workflow automation. Office24by7’s CRM allows event managers to assign responsibilities, track deadlines, and monitor project progress across departments, including marketing, logistics, catering, decor, and security. Automated alerts and reminders keep teams aligned, ensuring that all pre-event and on-site activities are executed flawlessly. A centralized document repository ensures that all event-related materials, including timelines, floor plans, and vendor agreements, are easily accessible, reducing miscommunication and improving efficiency.
On-Site Event Execution & Management
Office24by7’s Event CRM facilitates real-time coordination through instant messaging, live notifications, and mobile access. Guest check-in is streamlined with QR-code scanning and digital ticketing, reducing wait times and ensuring security. For event managers handling multiple event zones, VIP guests, and technical setups, real-time dashboards and automated event updates via SMS or Whatsapp provide live updates on event progress, attendance tracking, and team status. Integrated on-site sales and merchandise management allow businesses to handle last-minute ticket sales, VIP package upgrades, and product transactions with ease.
Post-Event Follow-Up & Client Retention
Building long-term relationships after an event is essential for client retention and repeat business. Office24by7’s CRM automates post-event engagement, sending thank-you emails, feedback surveys, and loyalty program invitations to attendees and clients. The system analyzes client feedback and event performance, providing insights into areas for improvement. For repeat clients, the CRM enables personalized follow-ups, offering special discounts or exclusive previews for upcoming events. This data-driven approach helps businesses increase retention rates, improve client satisfaction, and secure long-term contracts.
Up-Sells & Cross-Sells Management
Increasing event revenue often comes from offering premium services and add-ons. Office24by7’s CRM helps businesses identify upsell and cross-sell opportunities, such as VIP seating, premium catering, extended photography services, or exclusive after-party access to customers while booking. The system tracks client preferences and past event bookings, allowing businesses to make personalized service recommendations that enhance the event experience while boosting revenue.
Inventory Management
Keeping track of event inventory is critical for reducing wastage and ensuring availability. The CRM allows businesses to monitor event equipment, decor items, catering supplies, and technical gear in real-time. Automated stock alerts notify managers when inventory levels are low, ensuring timely replenishment without last-minute shortages.
Supplier, Channel Partner & Vendor Management
Events require a large variety of inhouse or third party services like catering, decoration, lighting, security, etc. Successful events require strong vendor and supplier relationships. Office24by7’s CRM streamlines vendor onboarding, contract approvals, and payment tracking, ensuring that all supplier deliverables and agreements are managed efficiently. The event CRM also allows businesses to track sponsorship partnerships, influencer collaborations, and event marketing affiliates, ensuring smooth coordination and ROI tracking.
Accounts & Billing Management
Event management businesses need accurate invoicing and financial tracking to maintain profitability. Office24by7’s CRM automates billing cycles, payment tracking, and expense management, ensuring smooth financial operations. Businesses can generate custom invoices, track outstanding payments, and automate reminders, reducing revenue loss and ensuring prompt client payments.
HR & Workforce Management
Efficient workforce management is essential for successful event execution. Office24by7’s event CRM streamlines employee onboarding, scheduling, task assignments, and performance tracking. Automated notifications prevent scheduling conflicts, while KPI tracking helps managers assess employee contributions. The system also assists in hiring new workforce at critical times, ensuring that each event is handled efficiently.
Performance & Reports
For educational institutions, vendor management is critical in handling third-party service providers, including technology vendors, content providers, catering services, and facility maintenance teams. The educational CRM enables institutions to onboard, track, and assess vendors efficiently. Contract management features help institutions store agreements, monitor service timelines, and ensure compliance with predefined standards. Automated reminders for renewals and service evaluations help maintain seamless vendor relationships, reducing operational risks and enhancing service quality.
Office24by7 Integrations for Event CRM Software
A large library of integrations that are specifically tuned to meet all event management businesses.
Features That Set Office24by7 Event CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Event CRM Software?
Read more about why CRM software is becoming a critical requirement for event management businesses from top-rated resources.
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