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"Nutshell é muito fácil de utilizar e intuitivo

"Recomendo vivamente Nutshell

"Fácil de utilizar e... espere por isso ... 100% de adesão!

"Nutshell é simultaneamente simples e poderoso

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The Best CRM for Event Management

Event management is, above all, a coordination of various relationships. Whether you’re managing event details and expectations with clients or caterers and other event service providers, it’s up to you to ensure that everything runs smoothly, from planning to registration to check-in to follow-up.

A good customer relationship management (CRM) platform can help your event planning company facilitate every step of the event management process. Nutshell CRM provides the ideal simple-to-use solution that your event management team will love.

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How CRMs help event management companies

Whether managing virtual or physical events, event managers need to nurture leads and attendees from before the event to after and often rely on various event software tools to handle all the tasks they need to do. These tasks can vary from lead generation to attracting clients, keeping track of event attendance, and keeping things running smoothly between different parties involved in the event. 

On top of that, it’s good business practice for event management companies to follow up with attendees after the event to encourage repeat business and referrals.

A CRM is a single platform that will help you accomplish your business goals and daily tasks by:

  • Giving you a centralized contact database, including clients, prospects, and business partners, with the ability to update records as they change
  • Allowing your team to focus on the more hands-on aspects of event planning by automating email outreach and follow-up, as well as new lead advancement
  • Offering you a full view of the customer life cycle with pipeline views and the ability to see what’s working (and what isn’t) in your sales and marketing campaigns.

A CRM can be a lifesaver for event planners who struggle to keep their heads above water to balance different aspects of their business.

Features to look for in your event management CRM

There are plenty of CRM options available for event planning businesses, and you need to know what your goals are so you can choose the right one.

Here are some crucial features event planners should consider when choosing a CRM.

Contact management to keep all your event contacts in one place

uma captura de ecrã de um contacto chamado Newing Industries Inc. em Nutshell CRM

As an event manager, you need to keep all your ducks in a row to ensure a smooth event from start to finish. You should also ensure that your event leads to more leads and, ultimately, an increase in sales. As such, having a means to track contact details gained through event networking is an absolute must.

You need a centralized source of truth, including the contact details of current clients, leads, and business partners, that allows you to update records as contact information changes and clients change their preferences.

  • Centralized customer database: Keep every number, email, and address in a single platform to access and update when needed
  • Automatic contact syncing: Let records update automatically and get new information added to your CRM as changes are made
  • Business card scanner: Generate new leads on the go with a business card scanner that links to your CRM, creating new records and helping you keep track of incoming business opportunities.

Automation capabilities so your team can focus on being in the moment

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It’s no secret that event planning involves a lot of hands-on work on the event day and the days leading up to it. 

This hands-on labor is often supported by tedious but necessary tasks, including email campaigning, following up with prospective clients, and keeping contact with past clients.

With CRM automation, you can put these tasks on autopilot while your team focuses on what they do best: delivering exceptional service on event days.

  • Customized sales process: Build an event management process that aligns with your business model using a guided sales process builder
  • Automated tasks and reminders: Assign incoming leads to the pipeline that best fits them and assign new leads to reps that suit them best. You can even automate reminders for team members to call or follow up with leads, clients, and business partners.
  • Automated lead management: Following up is crucial in this industry if you want referrals and repeat business. Let your CRM automatically send out follow-up emails to attendees and clients.

World-class email marketing to close leads from the first email

uma captura de ecrã de uma mensagem de correio eletrónico de Charles Berry para Ann New

You need to stay at the top of your prospects’ minds as they weigh their event-planning options. Timely email marketing is essential to closing leads that are on the fence. 

A CRM built for sales and marketing can help you succeed with email outreach and boost your event invitation email capabilities.

  • Drag-and-drop email builder: Create eye-catching email templates that represent your brand with an intuitive drag-and-drop email builder
  • Filtered marketing lists: Craft laser-focused messages to specific audiences using smart filters to build marketing audiences. 
  • Multi-email drip sequences: Send the right message at the right time with timed email drip sequences
  • Email performance tracking: Keep track of open rates, click-through rates, and other important metrics to improve your marketing campaigns.

Insightful reporting to find new opportunities to expand

uma captura de ecrã de um relatório de vendas que mostra um gráfico de barras empilhadas

Take advantage of all the data you gather in your CRM to get insightful reports on your event and sales performance. 

  • Multiple advanced reports: Get insight into revenue, new lead sources, forecasting, team member activity, and custom reports to track specific goals
  • At-a-glance revenue and pipeline dashboard: Keep an eye on your numbers, what your team is up to, and what your todos are for the day, all in one convenient place
  • Presentation-ready charts: Have reporting data ready to add to presentation decks for fundraising efforts or other stakeholder meetings
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Nutshell é o melhor valor para o dinheiro. A versatilidade e a funcionalidade tornam-no num produto muito fácil e poderoso de utilizar.

Mark M. Southwestern Scale Co.

No passado, utilizei o Act, o Goldmine e o Salesforce e descobri que o Nutshell era o mais fácil de utilizar e de configurar campos personalizados. Recomendo o Nutshell a outras pessoas que estejam interessadas num CRM fácil de aprender e de navegar.

Craig C. Thermal-Tec

Deixámos a Hubspot por Nutshell porque a Hubspot era demasiado complexa. Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos a avaliar CRMs, o único fator decisivo entre Nutshell e Salesforce resumia-se ao tempo de rotação e ao preço. Nutshell ganha em ambos os casos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Obtenha mais do seu CRM com as integrações

Event planning companies often juggle multiple software applications to ensure events run smoothly. With handy CRM integrations, you no longer have to bounce between applications and let possible leads fall through the cracks. 

CRM integrations for event planners let you keep everything running seamlessly from one platform, no matter what other software tool you use. 

Integrations can help you manage connections and event marketing automations with various software, including:

  • Social media: Sync the data you receive about your social media leads into your CRM, allowing you to stay connected and optimize how you nurture the people interested in your brand.
  • Bookings and reservations: Keep track of location bookings and reservations, mapping them to the right contacts and dates.
  • Email, calendar, and contact sync: Centralize your team’s most important communications and data to work more efficiently.
  • Accounting: Manage sales and payments, create invoices, and track customer payment data from a single platform.
  • Corporate giving: Increase your positive influence with an integration that allows you to track your donations and contributions to the charities of your choice.
  • And much more!

Whatever your preferred tech stack, Nutshell has you covered. We support over 6,000 app integrations to keep your business running smoothly.

We also have dozens of native lead generation and marketing tools, so you won’t have to break the bank trying to keep up with endless software demands.

um gráfico que mostra vários logótipos ligados entre si Nutshell

Why use Nutshell CRM for event management?

There are hundreds of types of events we love to celebrate, and your event planning company needs a CRM that you can adapt and customize to suit your particular event needs. It’s vital that your CRM system provides all the features you need to remain efficient and effective.

Nutshell gives event managers the tools needed to manage contact data, inquiries, and programs through a user-friendly system that’s easy to use and learn. In fact, choosing Nutshell provides your organization with more than just a CRM, including:

Mas não acredite apenas na nossa palavra

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!

Escolha o melhor plano para a sua equipa

Faturação anual
Faturação mensal

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gestão de contactos e calendários de comunicação
  • Sincronização de correio eletrónico e calendário
  • Pipeline de vendas único personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais ...

  • Activity and Email reports
  • Sales and Activity quotas
  • Objectivos da fase de desenvolvimento
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 por utilizador por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatização das vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, de funil e de previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 por utilizador por mês

Tudo em Pro, mais ...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 por utilizador por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL só de leitura
  • Suporte da API
  • E mais
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When you choose Nutshell as your event management CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

SAIBA MAIS

Start growing with the best CRM for event planners today

Whether your event planning business helps host birthdays, baby showers, or wedding parties, you’ll benefit from implementing a CRM that’s ideal for your needs.

Boost your event planning efficiency, service delivery, communication, and attendee engagement with Nutshell – the best event management CRM. Put Nutshell to the test by signing up for a free 14-day trial – no credit card required. Or reach out to our expert team to learn more about how Nutshell can help your event planning business reach its goals.

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