Best CRM Software for Event Management
Planning Pod is an all-in-one event management CRM trusted by 70,000+ event professionals. It captures leads, automates outreach, and centralizes bookings, contracts, and client communications in a single platform, enabling teams to shorten sales cycles, provide personalized service, and scale event operations.
Ideal Customer Profile
Event professionals, venues, exhibition centers, and wedding/event planners who need to streamline lead capture, pipeline management, proposals, and client communications across events.
Common Pain Points
- •Dropping leads before they hit your funnel
- •Losing track of leads in your pipeline
- •Struggling with follow-up and long sales cycles
- •Wasting time recreating sales documents
- •Chasing down approvals and payments
- •Missing out on repeat business
Top CRM Picks
1 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Event planners, venues, and exhibitors managing leads, bookings, proposals, and client interactions.
⚡ Key Features
- Custom Lead Pipeline
- Lead Intake Webforms
- Booking/Availability Calendar
- Task Manager
- Contact Manager
- Custom Reports/Dashboards
- Email with Central Inbox
- Automated Email Sequences
- Client Portals
- Electronic Signatures
- Templates for Proposals/Contracts/BEOs
- Food-and-Beverage Menus
- Banquet Event Orders
- Log call/meeting notes
Pros
- ✓All-in-one solution for leads, bookings, contracts, and client communications
- ✓Automates outreach and reduces sales cycle
- ✓Centralized contact history with dashboards
- ✓Custom templates and electronic signatures streamline docs
- ✓Real-time metrics and dashboards for performance
"Planning Pod is the only system you should be running."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
All-in-one solution reduces need for multiple tools
- 2
Lead capture forms with automation streamline onboarding
- 3
Standardized templates and e-signatures accelerate closing
- 4
Centralized dashboards enable real-time visibility into sales and bookings
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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