Welp MagazineThis article showcases our top picks for the best CRM softwares for event management. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
Salesforce
This product was recommended by Natasha Miller from Entire Productions
I created a proprietary system within Salesforce that powers our event and entertainment production company from A-Z. It enabled us to produce 777 events in one year with just two people in operations.
Cvent Event Management System
This product was recommended by Sam from Telewokin
While the Crowd Compass feature makes for a thorough onboarding, its event management system offers an array of easy and effective ways to manage attendees’ registrations, reminders, cancellations, reporting, etc. Cvent allows cloning of events/creating of templates for re-use which ensures efficiency and time-saving. There are more features (including but not limited to bulk invites and integrated credit card processing) to explore within, with more still being added on an ongoing basis. Best of all, Cvent integrates seamlessly with other platforms and their support team is responsive and helpful. Whether it’s a simple gathering of 20 attendees for training purposes or a large national meeting with several complexities, Cvent is an excellent solution that provides all the tools needed for planning and executing successful events from start to finish.
Nimble CRM
This product was recommended by Jennifer Willy from Etia
Nimble CRM allows organizing the working process in general, as well as in preparation for each specific event. Nimble is a highly flexible CRM that can be specialized for companies in a wide variety of industries, including entertainment and catering.
Bitrix24
This product was recommended by Jennifer Willy from Etia
Bitrix24 comes with an extremely flexible shared calendar and planning system. You can create multiple calendars, assign employees who are allowed to schedule specific events or book venues, set event reminders, and use our event scheduler tool to identify time slots.
P2xRM Cloud
This product was recommended by Steve Pestillo from P2 Automation
Are you looking for CRM Software for a single venue, like a banquet hall, or are you an event management consultant that plans events at several locations? Is your need more focused on lead generation or managing customers? How much business process automation is required? For example, do you need to send automatic notifications to vendors when an event is scheduled? Do you need to display menu choices on a flatscreen display in the kitchen? Do you need to print tent cards to display on each table? If you’re looking for a CRM solution with more of a business management capability, we recommend P2xRM Cloud by P2 Automation. We recently set up a CRM solution for Event Management for a local banquet facility that hosts events for companies (like the local insurance group) as well as individuals (perhaps a couple that is getting married). Instead of the classic “Opportunity” module that is found in many CRM solutions, we set up an “Events” module that has typical fields like Event Name, Cost, and Date, as well as custom fields like Guest Count, Entertainment Type, and Tablecloth Color. We also set up custom printouts for the contract as well as the invoice, and we developed both to match the existing look and feel that our customer had been using for years.
Goodshuffle Pro
This product was recommended by Karen Gordon from Goodshuffle Pro
Goodshuffle Pro simplifies the chaos of the events industry. This is a fast-paced industry where businesses are juggling tons of balls at once, and are doing so with outdated software, 10 different software programs, or no software at all. We bring easy-to-use, modern solutions to the table to help empower these companies to streamline their operations and grow their businesses. These companies use it as their all-in-one business software to cover sales, client management, invoicing/billing, inventory tracking, team management, and more. One of our most recent additions which proved very helpful during the pandemic was the virtual showroom, Website Wishlist Integration. This allows folks to have a digital version of their showroom while showrooms are closed, and allows more sales to be made with scaled down staff.
