1. What is the best CRM for event planners?

There is no single best CRM for event planners. You should find the best CRM based on your industry, company size and events you plan. Ask yourself questions like, “How many attendees will there be?” and “What do I want from this event?” A CRM such as Pipedrive, which has won awards for its contact management and ease of use, helps you streamline your planning processes, track communication, manage bookings and automate workflows , making it ideal for event planners.

2. How does a CRM work for event management?

With Pipedrive CRM, you can effortlessly manage every aspect of your events. It enables you to track event progress, organize attendee information and automate follow-ups, allowing for a streamlined and efficient best event management process from beginning to end.

3. How can I convert event attendees into leads with Pipedrive CRM?

With Pipedrive CRM, you can easily convert event attendees into leads by capturing their contact details during registration or after the event. Use Pipedrive’s lead generation software to segment attendees, track engagement and nurture relationships through automated follow-ups and personalized communication, converting them into potential clients or customers.

CRM for event management

Build relationships and engage leads with Pipedrive’s event CRM

An event management platform is integral to any organizer’s software stack. It helps you manage contacts, track customer activities and maintain engagement with leads.

With a CRM for event management, you can leverage event marketing automation to create tailored experiences, connect with attendees and save time.

Full access. No credit card required.

Pipedrive’s event management CRM features

Combine event management and customer relationship management solutions to stop leads from slipping through the cracks. Pipedrive’s all-in-one event CRM software solution gives event planners a complete tool to track and engage attendees before and after the event.

Full lifecycle management

Manage clients through the entire event lifecycle from pre- to post-event with an intuitive CRM dashboard

Personalized email marketing

Grow and segment your contact list, send personalized invites and connect with leads from recent events

360-degree tracking

Track lead contact activity and monitor your sales pipeline directly from your dashboard

Automated engagement

Set up automatic replies to keep your customers engaged and get a notification when they perform a key action

Time-saving workflows

Never miss a beat with sales and marketing automation that eliminates repetitive tasks and optimizes workflows

Real-time insights

Track and optimize event marketing campaigns and conversions with real-time reporting

What to look for in an event CRM

The best CRM should facilitate every step in event task management, from event registration to check-in to follow-up.

Powerful event CRM software centralizes your customer database and gives detailed insights on clients and attendees. This enables you to access a customer’s previous attendance history, orders, contact information and more.

The best event CRM should let you easily add new customers and nurture event attendees, so you never miss a sales opportunity.

Leverage automation to create time-saving workflows

It’s tough to hone in on sales opportunities when you’re bogged down in manual data entry and contact management.

Pipedrive’s automated workflows help you work more efficiently throughout the entire event cycle.

With Pipedrive, you can:

Automate sales tasks: Save time by automating repetitive activities like task list and deal stage updates.
Create event workflows: Easily create custom workflows or use templates to get up and running quickly.
Automate email marketing: Trigger personalized emails to send when your contacts progress through your funnel with our marketing automation add-on Campaigns.
Schedule events: Use Pipedrive’s delay feature to automate actions at a chosen time, like event follow-up emails.

Streamline event marketing and communications

Leads can easily slip through the cracks when data is scattered across apps, social media and spreadsheets.

Capitalize on the connections you make in person by communicating before and after your event.

With Pipedrive’s event CRM solution, you can keep track of where each lead stands, manage your sales pipeline from a single dashboard and automatically create a new deal when you input a lead’s details.

Maintain a 360-degree view of the event cycle

To know if your event efforts pay off, you need a clear picture of the entire process.

Get a full-funnel view into the success of your event and sales pipeline. Pipedrive enables your sales team to nurture leads, identify potential customers and track key metrics from one intuitive platform.

Integrate your event CRM with key tools

When it comes to event management tools, flexibility is key. Pipedrive integrates with hundreds of apps, adding extra functionality to your event CRM when it’s needed.

Eventilla

Eventilla helps event organizers convert registrants into leads. Create branded landing pages, registration forms and reports with the Eventilla integration.

Trello

Connect your Trello account to keep all your task and attendee management in one place. Ensure events run smoothly with the Trello integration.

Livestorm

Integrate chat, polls and Q&A with your webinar or online event. Host engaging virtual events with the Livestorm integration.

Dedupely

Eliminate duplicate contacts without the risk of human error. Optimize your contact management with the Dedupely integration.

Deals+ for Slack

Easily track event and sales tasks without switching between communication tools. Share information when deals move forward with Deals+ for Slack.

Zapier

Align all of your tools with your CRM for a complete event solution. Attach information to deals and tasks from your favorite apps with the Zapier integration.

LeadBooster by Pipedrive

Pipedrive’s LeadBooster add-on has four integral features to give you more control over lead management:

Chatbot: Automate attendee engagement and answer common questions with Pipedrive’s customizable Chatbot.
Live Chat: Forward chats from the Chatbot to human agents on the web or through the mobile app.
Web Forms: Help attendees share their contact information with you by adding attractive forms to your website.
Prospector: Access a huge database of over 400 million profiles and 10 million companies and get results tailored to your ideal customer profile.

Find out more about our lead generation software

How Let’s Do It World organizes World Cleanup Day with Pipedrive

Let’s Do It World has motivated over 70 million people globally to get involved in local environmental clean-ups.

Pipedrive event management CRM helps manage massive projects like World Cleanup Day by automating repetitive project tasks, optimizing workflows and centralizing the database.

“Pipedrive is a tremendous help in organizing such a large movement as Let’s Do It World. We have the information in one place and there’s no confusion.”

Read the case study

Event management CRM FAQs

There is no single best CRM for event planners. You should find the best CRM based on your industry, company size and events you plan. Ask yourself questions like, “How many attendees will there be?” and “What do I want from this event?”

A CRM such as Pipedrive, which has won awards for its contact management and ease of use, helps you streamline your planning processes, track communication, manage bookings and automate workflows, making it ideal for event planners.