Event CRM - How it Works - Event Organizer Pro

How Event Organizer Pro works for you

Our Wedding and Event CRM (customer relationship manager) was built from the ground-up based on our founders' 5 years of venue and catering experience. We tried other online tools that were too simple or too complex, and didn't fully address our professional industry vertical's needs.

Let's dive in to what makes the "EOP" Organizer CRM work better for full-service venue owners and for their couples and clients.

1. All your Staff can help

Whether you have one manager or several staff coordinators gathering all the wedding details, you know there's hundreds of details to get right about the couple's special day (or any corporate event, too). So add as many staff members as you need, to help manage the constant stream of updates from your clients.

Don't worry about paying more for extra users; EOP includes 10 staff users with our intro tier.

2. Easily manage hundreds of clients

Details, details! A list view organizes all of your clients' events by date, and shows when the organizer record was last updated (and by whom), and provides tools to export to PDF, archive, and lock from edits.

Generate a PDF for sharing with your team or for printing day-of. Lock an event's Organizer to prevent changes.

EOP prevents multiple staff users from overwriting each other's edits. You can also see if someone else is editing a specific organizer.

Send clients a private, secure link to their own organizer so that they can help fill in details, too. Lock the organizer when changes aren't allowed before their event. Three tabs group the details logically, and ensure no detail is missed during your meetings.

Our event organizer gives every client their own custom web address (URL) and secure login, so they can help update their own details, too, which saves a lot of back-and-forth.

3. Capture every event's hundreds of details

No more searching through months of emails for detail changes by a specific client, or hunting through Word docs or a typical marketing CRM. Have your staff put all edits and notes in your online organizer, using any browser, on a tablet, pc, or mobile device. An extra bonus is that you can run reports on specific business metrics like package types, popular months, cash flow from payment milestones, and more.

See the event's package type and it's important timelines. Useful reports then help you plan your year in advance.

Help your team capture all the decor, traditions, and special moments.

Include the party size and VIPs so that your staff is prepared.

Keep track of all the outside vendors.

If you offer catering, the organizer has a place for all the meal details, including rehearsal dinners.

Ensure that you have knowledge about guests allergies and sensitivities.

Capture every detail about the alcohol service and bartending plans.

Ceremony and timeline details are critically important to keep track of.

And there are many more features to help your event planning be a success!

Contact us for a demo and to sign up

Call or text us Monday - Friday from 9am-6pm eastern: Call us

Or contact us by using our secure webform:

You will receive a copy of this form by email. We will reply within 24 hours. If you need immediate relief from the burdens of client management, please call!

We look forward to speaking with you and helping your business lower its administrative costs and increase client satisfaction!

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