Event management has evolved past the era of juggling spreadsheet and manual tasks. Just like the time of Cleopatra, the first event planner, communication was minimal. Messages were hand-delivered, RSVPs were managed through phone calls or faxes, and registration was filled by hand.
However, the advancement of the internet brought new possibilities for event planners. Having the best event management software on your shoulder will help you streamline your event and stay in complete control with real-time updates, competition, and seamless collaboration, assuring your team is on the same page.
What Is An Event Management CRM?
An Event Management CRM (customer Relationship management) is a CRM software that helps event planners and companies manage their relationships with potential customers. It is a tool designed to track and manage the progress of event planners and their relationships with clients.
Additionally, an ideal CRM software for event management should be able to cover crucial aspects, such as marketing campaigns, API integration, attendee registration, floor plans, ticketing and invoicing, and much more.
Best CRMs For Event Management
The best event management CRM saves time and effort for event planners in different ways. Say goodbye to stress and hello to optimized operation! Event management software is like enchanted staffs that turn event planning troubles into an easy task.
Finding the best CRM for your event or searching for a CRM as an event manager may be a bit confusing, but the good news is that you are in the right place. Each CRM on our list offers remarkable features designed to focus on what matters.
1. Monday.com
Monday.com is a user-friendly work management tool designed for businesses to streamline their workflows, collaborate seamlessly, and manage complex projects. With this platform, you can oversee every aspect of your business by layering industry-specific products on top of the work OS.
It equips you with a comprehensive toolkit, including file storage, activity logs, embedded documents, and integrated mobile plans, whether free or paid. Monday.com is designed to meet the needs of specific industries.
Features of Monday.com
Efficient Collaboration
This feature helps increase the communication between members of a team and clients. Team members can update, comment on each task item, and share files.Customization
Monday.com provides a high level of customization to cater to team requirements. Event planners can create custom fields, labels, and columns to fit their workflow and process.Project Management
With Monday.com, event managers can effectively manage projects, and you can create boards to organize tasks. It also offers customizable templates to streamline various project workflows.Integration
Monday.com lets you choose from over 40 platforms to integrate into your workflow, ranging from automated actions to viewing real-time data from external platforms. It enables you to focus your work exactly where you need it.
2. Zoho CRM
Zoho CRM is a unique and powerful software designed for firms of all sizes to manage sales data, marketing, contacts, and customer support, especially if they are not yet familiar with CRM systems. Its interface is intuitive and easy to learn.
In addition, Zoho CRM provides seamless integration with other Zoho tools and third-party apps. Its free CRM plan is popular among new businesses looking to track leads easily. Users can upgrade to a paid plan to unlock additional features.
Zoho Features
Mobile App
Zoho CRM gives you access to your contacts as an event planner. RouteIQ is a route planning feature that Zoho has; it makes it easier for you to attend all meetings with clients on time. Its offline mode is second to none; you can access your data via the mobile app even if you have a poor connection.Journey Orchestration
Today’s customers can interact with your brand through multiple channels before opting for your service as an event planner. Zoho CRM gives you insight into your customer’s preferences, which you use to orchestrate a more meaningful customer journey. On the other hand, Coordinate the actions of various departments and third-party apps used by your organization to provide customers with a seamless brand service.Reporting and Analytics
The key to success in business is understanding the insights from customer data. Zoho CRMs let you analyze, monitor, and track your business health and provide you with the information necessary to make crucial decisions.Sales Enablement
Zoho CRM comes with built-in sales enablement tools that simultaneously allow you to manage customer relationships. You will never have to struggle as an event manager with Zoho CRM. By keeping your customers waiting, you only have to send a customized quote that meets your customer’s needs.
3. HubSpot
HubSpot CRM is a business growth management tool that manages your contacts, sales pipeline, digital marketing, and lead nurturing at different stages of their journey. It also allows you to scale your inbound marketing process by providing content creation tools.
In addition to helping entrepreneurs boost conversions and nurture leads, HubSpot CRM is an invaluable tool for managing events. HubSpot’s all-in-one platform consolidates your data, enhances your strategies, maximizes attendance, and drives phenomenal success for all your events. This platform is ideal for event planners.
Features of HubSpot
User-Friendly Interface
You can easily create contacts and deals, log a task, edit reports, and lots more with Hubspot. It has an intuitive interface that makes it simple and easy to use. It is the best and most helpful platform for implementing inbound methodology.CRM Database: Hubspot CRM database allows you to store up to 1,000,000 contacts with no time limit or expiration date. You could store prospects and customers in the CRM database. Rather than wasting your time on spreadsheets, you can manage contacts effortlessly.
All-In-One Power House
This feature lets you:
– Craft a captivating
– landing page
– Manage registration seamlessly
– Analyze data
– Nurture leadsSegmentation
You can segment your audience based on their requirement to create similar responses and demographic data. For this reason, by segmenting your contacts, you can grow your leads and avoid un-subscription of your contacts. And you deliver the correct information to the right people at the right time.
4. Pipedrive – Best for sales
Pipedrive CRM is a cloud-based CRM tool designed to help small and mid-size businesses improve sales. It works as an account management tool, allowing you to import leads and assign them to your salespeople, making it ideal for event managers, in addition to its activity-based focus.
One feature that makes Pipedrive CRM unique for small to mid-sized businesses is its ability to visualize sales processes from start to finish. Pipedrive offers a deal-driven workflow that simplifies the event management process.
Features of Pipedrive
Pipedrive’s all-in-one event CRM solution gives event planners a complete tool to track and engage attendees.
- Sales Dashboard
A pipedrive sales dashboard can simplify the sales cycle and help you pinpoint where your team is and reach your goal. With a sales dashboard, you have the sales tool to spot any bottleneck before it sidelines your deals and moves them out of the way. - Email Tracking and Communication
An email must be targeted, engaging, and personalized to deliver results. Pipedrive’s email feature helps you collaborate with your sales team and engage better and quicker with different target groups. With this feature covers everything that has to do with emails like:
– Email tracking
– Email sync
– Email Scheduling
– Group email
– Sales Report
As much as each business is unique and needs activity reports to uncover the proper insight, Pipedrive’s sales reports are customizable. Pipedrive’s insight dashboard turns your reports into graphs, charts, and your sales to life. - Workflows and Integration
You can focus on leads that work best for your process with Pipedrive CRM. Also, you can access all notes and communication for the leads you choose to focus on, so you always know what is happening and where the prospects are.
5. Cvent
Cvent is a market-leading cloud-based event management platform that provides a range of tools to enable event organizers to plan their events, accept online registrations and payments, and improve process efficiency. They offer a comprehensive suite of software solutions that aid organizations of all sizes in managing their event lifecycle.
Cvent Features
Website Builder: Cvent lets you create appealing, responsive designs that keep with your brand. It does not require coding.
Flexible Registration: With Cvent, you can create custom registration paths for different registrant types. They manage online registration, payment, and ticket creation for all types of events.
Mobile Apps: Innovative mobile apps help you offer your attendees a more intelligent, more engaging event experience. Plus, it enables activity feeds, push notifications, and attendee messaging.
Metrics And Analytics: Integrate data while receiving a real-time pulse of the effectiveness of your events. Enjoy event and attendance insights, custom dashboards, and system integration.
6. Glue Up
Glue Up is a non-commercial CRM that helps event managers manage their relationships with all of their partners. It is an all-in-one CRM platform that enables you to build and grow your community through business and other digital tools, irrespective of your needs; Glue Up is flexible.
Most interestingly, it comes with two separate apps for members and organizers, which are available for IOS and Android devices. Glue-up empowers event planners and coordinators to simplify event processes and establish a directory.
Features of Glue Up
Premium Branded Options
Easily create branded event pages optimized for maximum conversion, set up VIP and other tickets, and offer coupons or special pricing. Choose payment options and customize registration forms to automatically collect the information you need.Event Management
An all-in-one solution that helps you save time and focus on your mission while keeping everybody on the same page. Glue up does the magic.Integration
You can connect the tools you love and use daily with the Glue Up platform or build connections with our API to maximize your workflow. Save time and eliminate manual tasks by connecting glue-up to your favorite software with easy plug and integration.Event Widget
Glue Up lets you feature essential data such as events, membership directories, applications, and other things you create for your website visitors in real-time with easy-to-use widgets.
7. Eventmobi
Eventmobi is a cloud-based event management solution for businesses that specializes in creating an interactive, memorable, and enhanced experience for clients. It offers various tools and supportive technology that ensure engaging outcomes.
This platform is equipped with the technology and tools that event coordinators need to provide attendees and guests with a seamless event experience. It is easy to use, quick to set up, and highly customizable.
Eventmobi Features
Gamification
Gamification incorporates game features, including competition and scoring points, into a particular activity to increase user engagement. You’ll never have a dull event with Eventmobi. When visitors participate in seminars, you can reward them. To create a more tailored experience, you can select and define the goals and incentives.Supports Multi Event Management
Through Eventmobi, customers can handle various events on a single platform. As a result, to encourage more registrations, attendees can view previous events, current events, and even upcoming events in your portfolio.Analytics and Reports
Live analytics and end-of-day and post-event reports are provided by Eventmobi and can offer you insightful information about your success. As a result, you may determine which aspects of your event you want to develop or which sessions participants will find enjoyable.Highly Customizable
Eventmobi offers options that let users personalize their events. You could create a unique and flawless design. Colors, graphics, and logos can all be customized to fit your aesthetic.
Conclusion
CRM solutions are an excellent asset to your company since they can produce better reporting and streamline procedures, among other benefits. If managing all of this on your own is too much, consider hiring an outside service provider to handle these tasks as a complete package that includes messaging and live chats.
