“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
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.
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:
A CRM can be a lifesaver for event planners who struggle to keep their heads above water to balance different aspects of their business.
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.
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.
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.
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.
Take advantage of all the data you gather in your CRM to get insightful reports on your event and sales performance.
Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.
Mark M. Southwestern Scale Co.
I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.
Craig C. Thermal-Tec
We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.
Daniel H. EOS
When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.
Jason C. Arrow Container Corp
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:
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.
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:
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!
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
Perfect for small teams that need more reporting capabilities to help improve performance.
For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.
For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.
For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.
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.
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.
Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!
