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Events
Single or multi day, with the whole agenda in one record rather than a document beside it.
What can you do with event management?
Multi day agendas with sessions, speakers, and hosts.
Access types per event: internal, public, password, or email gated.
Public pages with their own slug, branding, and settings.
Attendance and RSVPs that land back on the contact record.
Why run events in the same system as your CRM?
Because the people at your event are the people in your pipeline. Invites go to contacts you already have, RSVPs and attendance write back onto those records, and the follow-up task lands next to the deal it might move. Event tools keep a separate attendee list that someone exports and re-imports. Here there is nothing to reconcile, because there was never a second list.
RSVPs land on the contact
Attendance becomes relationship history.
Speakers from your records
The bio you publish is the record you keep.
Follow-up next to the deal
The event feeds the pipeline it came from.
What does a multi day event need?
Sessions, agenda items, rooms, and tracks, editable right up to the morning of, with speakers and hosts pulled from your contacts and members. The whole agenda lives in one record instead of in a document beside it, so the change made at 8am is the agenda everyone sees at 9.
Across the workspace
Know how every client is doing.
Contacts belong to more than one account, which is how agency relationships actually work. Calls, email, tickets, meetings, threads, and events all roll up to one account timeline. The health read is derived from that alongside delivery and commercial signal, so it is a calculation with sources rather than a color someone picked in a spreadsheet.
What this removes
Account health as an opinion. Nobody has to assemble a history before a renewal conversation.
Who gets to attend?
Your call, per event: fully internal, public, password protected, or email gated. Public event pages publish on their own slug with their own branding and settings, without involving anyone technical, and the invite list draws straight from your contact segments.
Inside event management.
Sessions & agenda
Timed items, rooms, and tracks, editable right up to the morning of.
Speakers & hosts
People pulled from contacts and members, so the bio you publish is the record you keep.
Invites & RSVPs
Access types from fully internal to fully public, with responses written onto the contact.
Public event pages
Their own slug and settings, published without involving anyone technical.
What event management connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Monday.com
- Trello
- ClickUp
- HubSpot
- Harvest
- Notion
- Confluence
- Google Sheets
- Excel
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Can an event span multiple days?
Yes. Multi day events carry sessions, agenda items, rooms, and tracks, all editable up to the morning they run.
How is access controlled?
Per event: internal, public, password protected, or email gated. Each event page publishes on its own slug with its own settings.
Where do RSVPs go?
Onto the contact record. Responses and attendance become part of the relationship history the rest of the workspace reads.
Can speakers be managed in the same place?
Yes. Speakers and hosts pull from contacts and members, with bios, sessions assigned, and logistics on the speaker record.
Do event pages need a developer?
No. Public pages publish with their own slug, branding, and settings, without involving anyone technical.
Ready to crack the chaos?
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