84% of event marketers believe that technology positively impacts event success, yet 19% lack the necessary tools to measure this success effectively.
But do we really know how CRM for event planners can be useful to us. It’s one thing to go with the trends and analyze what competitors are doing, but it’s very important to understand your organization’s needs first.
Event managing isn’t easy! We know that. From making sure that every detail is well taken care of to a number of staff and their present/absent times to giving the best experience to attendees, the event organizers are always under stress.
So instead of handling all the tasks manually, and focusing your valuable time on repetitive tasks, its better to get your eyes on important things. Get a few CRM event management tools and relax!
Why has CRM for Event Planners Become Necessary?
Note: 97% of businesses using a CRM system achieved or exceeded their sales goals in the past year.
Even a slight delay can cost you money and reputation from event clients. Hence, a CRM for event planners can come in handy.
Lately, the complexity of the event management process has grown due to the addition of numerous tasks to event business, from managing client relationships to coordinating logistics and ensuring attendee satisfaction.
The online social media has proven out to be a game changer because one can post review that is transparent to the whole online world and this is very delicate in keeping up with the clients.
So, with CRM, you can centralize client data, which lets planners maintain organized records of contact information, past events, and preferences. It automates routine tasks such as online registration forms and follow-ups and reduces the administrative burden on planners.
You can get reports on how your online campaigns are performing. You can track attendee behavior and engagement. Also, you can assess your return on investment.
Segmenting audiences and sending targeted messages boosts marketing effectiveness. It helps ensure that communications connect with specific attendee groups.
Top CRM for Event Planners are:
1. CrmOne
One tool that is user-friendly, compatible with every type of organization, and gives impactful results, CrmOne keeps up with the tech pace and evolves its features. It is one of the best CRM for event planners.
It automatically imports attendee details from various event management software so that all the relevant information is available.
You can easily customize the layout and tools to meet specific your event planning business management needs, that gives you a scope to provide personalized experience.
A centralized calendar system that combines all appointments, tasks, and events in one place. It has built up targeted email marketing campaigns for events so you can be with the trends and get more leads.
You can monitor income and expenses associated with events in real time, helping your clients stay within budget. Your team has flawless coordination to connect on various tasks.
All event related documents are centralized for easy access, that lets users to store, share and manage important files efficiently.
The CRM has tools to do event surveys and collect attendee feedback with surveys after events. This gives helpful insights for future improvements.
CrmOne offers a mobile app for attendees to easily access event information. This improves their experience and engagement with virtual events. Users can gain insights into how attendees behave and how the event performs using analytics and reporting tools.
Pros:
- All-in-One Platform
- Customizable Features
- Real-Time Budget Tracking
Cons:
- Steep Learning Curve
- Data Duplication Issues
Pricing: $199/ month/ Unlimited Users
2. ClickUp
With ClickUp as event planner CRM you are blessed with many unique features. Starting off with the custom statuses. You can track client progress with 22 different statuses that are customized to event planning.
Not 1, 2, 3, but 8 customizable fields specific to events are there to capture essential client details. You can also access client information through various views, including List, My Assignments, and Sales process views.
Now getting on to the visual representation. It lets you get to know about timelines and manage overlapping deadlines effectively.
Integrate email for project updates and client onboarding for centralized communication. Also, plan events visually by creating mid-maps that outline ideas and tasks.
Pros:
- Highly customizable
- Comprehensive features
- Strong collaboration tools
Cons:
- Steeper learning curve
- Can be overwhelming
- Pricing complexity
Pricing: $249/ month/ 5 Users
3. Centripe
A key feature is full customization. This lets planners adjust the event CRM to fit their needs and workflows. This flexibility means we can adjust all parts of event planning. This includes attendee management and marketing strategies.
Centripe offers great scalability. This makes it perfect for small gatherings and big events. It can grow as organizations expand their operations.
Users can easily adjust tools and features for different event needs thanks to advanced flexibility. This adaptability works well with a user-friendly interface. It helps even those with little technical skill to use the platform easily.
Reliable client support improves the user experience and customer relationships. It offers help whenever needed to simplify customer relationship management solve any issues or questions during planning.
Centripe offers tools designed for marketing agencies. This makes it the perfect CRM for event planners.
Pros:
- Full customization options
- High scalability potential
- User-friendly interface design
Cons:
- Complex feature set
- Higher pricing tier
- Limited beginner support
Pricing: $299/ month/ Unlimited Users
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4. Cvent
Cvent offers tools for onsite check-in and badge printing to align the entire event for entry. It has resourceful features like live polling and Q&A to have better interaction during events.
The cut-off tech makes it one of the best CRM solutions for event planners. It has built-in tools for gathering attendee feedback post-event to measure if the event was successful.
It has all in one dedicated event management platform and marketing tools to promote events across multiple channels. Even for a better attendee experience, it has simplified hotel room bookings for attendees, integrating with Veneue, an event management platform.
Cvent offers customizable dashboards to provide insights into event performing metrics. This helps you understand in ‘cost-cutting’ for next events.
Pros:
- Reliable analytics
- User-friendly interface
- Excellent support
Cons:
- High cost
- Limited customization
- Complexity in setup
Pricing: Customized plans according to requirements
5. EventMobi
With EventMobi your sales team can create personalized mobile apps for each event to enhance attendee experience. I think this is an extra-ordinary feature that has been giving some evolving points to other CRM for events.
One of the common issue with events is finding the location. Using Google is okay but for more accurate location, it has interactive maps within the app, so attendees can navigate the venue easily.
‘Live streaming of Sessions’ will support the vital components. It has built-in tools for networking among attendees through profiles and messaging to increase all your data and ‘networking’ power.
Engage attendees with gamification features that encourage participation and interaction with event website. Easily manage event content, including agendas and speaker bios.
Pros:
- Highly customizable
- Strong attendee engagement
- Intuitive interface
Cons:
- Limited offline capabilities
- Potentially high costs
- Requires internet access
Pricing: Customized plans according to requirements
6. Monday.com
From offering a suit of unique features built in communication tools for project managmeent and internal team co-ordination, Monday CRM is a perfect CRM tool for event managers.
You have visual project tracking boards that lets you monitor progress with ease, utilizing Kanan, timeline, and calendar views. It has customizable dashboards that provide a picture of project status, responsibilities and progress.
These dashboards can combine data from multiple boards, offering both high-level overviews and detailed insights.
It has Resource and workload management tools for the allocation of resources, thereby preventing burnout by balancing the workloads.
Time-tracking widgets further refine resource management by tracking time spent on tasks directly within the platform.
Users can create custom automation rules that fit their needs, all without coding. Integrations with popular tools like Gmail, Slack, and Zoom bring everything together. They centralize communication, files, and updates. This cuts down on the need to switch between different platforms.
It also offers ready-made templates for different events. This makes setting up easier.
Pros:
- Visual interface
- Easy collaboration
- Customizable workflows
Cons:
- Can be pricey
- Limited reporting features
- Steeper learning curve
Pricing: $219/ month/ 5 users
7. Glue Up
Glue Up has membership and event management tools, that are essential for organizations that host multiple events throughout the year, so you can track and administer member details. They align the process of managing memberships, so that planners can focus on creating engaging experiences.
With an AI assistant, organisations can make communication smoother and keep an eye on attendee engagement trends. This predictive ability helps event planners adjust their strategies. It boosts participant involvement and satisfaction.
Multi-channel marketing automation is a key feature. It keeps messaging consistent across different platforms during the entire event lifecycle too.
Tailored client journeys help planners make events more personal. They use attendee behavior data to create unique experiences, which improves the overall event. This level of customization makes attendees happier and encourages their loyalty.
It helps build community among attendees before, during, and after events with forums and discussions.
Manage sponsorships efficiently with dedicated features that track engagements and deliverables.
Pros:
- All-in-one solution
- Strong analytics capabilities
- Excellent customer support
Cons:
- Complexity in features
- Higher learning curve
- It may require additional training
Pricing: Customized plans according to requirements
8. Clarify
It has advanced contact and customer relationship management solutions, that assists you in understanding what your stakeholders like attendees, sponsors, and vendors prefer and how they interact with your event.
The customizable event workflows that allows the software to adapt to the specific needs of your event planning process. Get up to the minute data insights.
Finally, mobile accessibility lets event managers handle tasks and access data from anywhere, which is essential for staying on top of things on the go.
Efficiently assign responsibilities and monitor progress with task management features. Also, event scheduling integration syncs with calendar applications to avoid scheduling conflicts and keep everyone on the same page.
Pros:
- Advanced analytics capabilities
- Customizable workflows available
- Mobile access convenience
Cons
- Limited integrations offered
- Steeper learning curve
- Higher pricing tier
Pricing: Customized plans according to requirements
9. Pipedrive
The AI sales assistant is something CRM for event planners require and Pipedrive has maintained its image in terms of tech-oriented tools. It analyzes customer data and to recommend actions that keep attendees in loop.
Send automated email reminders in person events and task assignments for more critical tasks. You can create custom fields for events to capture specific information relatd to each event improving organization.
Mobile CRM software helps event managers update information and talk to their team onsite. This is crucial for managing last-minute changes or problems.
The centralized communication feature brings the contact management and all event discussions into one place. This makes it easy to track conversations and decisions.
Pipedrive has project management tools that map out the whole event planning process. Visualizing tasks and responsibilities helps everyone understand their roles and deadlines.
Pros:
- Intuitive user interface
- Strong automation features
- Excellent customer support
Cons:
- Limited event-specific tools
- Basic reporting options
- No free version
Pricing: $259/ month
10. Zoho CRM
It is one of the most versatile event management software that has customized features. The automated attendee data syncing makes it easy to import details.
Customizable modules let users adjust the event management CRM layout and functions. This helps meet unique event management needs. So, it’s easier to adapt to various events.
The email campaign management feature facilitates targeted email marketing campaigns for events. You can easily send personal invites and follow-ups to attendees, which boosts engagement.
The real-time budget tracking feature lets you monitor your income and expenses for events as they occur. This way, you stay within budget and can make smart financial choices.
Zoho CRM integrates with various marketing and project management tools.
Pros:
- Extensive customization options
- Affordable pricing plans
- Robust integration capabilities
Cons:
- Complex navigation experience
- Occasional performance lags
- Overwhelming feature set
Pricing: $219/ month
11. Planning Pod
It is one of the well known CRM for event planners. It allows users to manage attendees, registrations, tasks, calendars, logistics, and floor plans all in one place.
Planning Pod is suitable for event venues, corporate event planners, meeting planners, wedding planners, marketing professionals, non-profits, schools, and universities.
Planning Pod provides event webpage creation, allowing users to easily create personalized event websites3. The software also offers checklists and task management features to ensure every detail is covered.
Planners can effectively track expenses and manage budgets with integrated budgeting tools.
It simplifies attendee registration through an online event registration and management platform.
The platform also centralizes all event-related documents for easy access through document storage and sharing. Planning Pod integrates with other applications like Quickbooks, Xero, Salesforce, MailChimp, Slack, and Google Apps via Zapier.
Pros:
- Every budgeting tool is there
- Easy document sharing
- User-friendly interface
Cons:
- Limited mobile functionality
- Basic reporting features
- No free trial available
Pricing: $360/ month
12 Whova
The attendee engagement tools include interactive polls, Q & A sessions and networking opportunities. Thereby creating a dynamic environment where attendees can actively participate and connect with each other.
It has event community building that enables discussions among event attendees before, during, and after events.
It has ability to provide personalized agendas for attendees. This feature allows participants to customize their schedules based on their interests, ensuring they get the most out of the event.
For sponsors, Whova offers robust sponsor management tools that efficiently track sponsorship engagements and deliverables, helping to maximize their visibility and impact.
The mobile event app integration provides attendees with easy access to event information right at their fingertips, enhancing their overall experience.
Whova includes effective feedback collection tools that gather attendee feedback through surveys post-event. This feature is crucial for assessing the success of the event and identifying areas for improvement. These tools make Whova a complete, CRM for event planners.
Pros:
- Engaging attendee features
- Strong community building
- Customizable agendas offered
Cons:
- Pricing can escalate
- Learning curve present
- Limited offline access
Pricing: Custom pricing according to requirements
Attendee Assurance
Get out of that stress and give it to AI and tech. You have to think about strategies for building up a client base rather than thinking about how to do this manual work and how to do that. With CRM for event planners, you save resources and time.
It’s all about reputation! The event planning industry is a transparent field. You work, and the results can be directly seen by the attendees. These are your client base. If impressed by your organization’s work, these people will contact you for their event planning, and this is how your team and organization can scale up. Hence, features should align with your client management team, and exploring is always beneficial for event management.
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