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Events
Single or multi-day, with the whole agenda in one record.
What can you do with event management?
Multi-day agendas
Sessions, speakers, and hosts.
Access per event
Internal, public, password, or email.
Public event pages
Their own link, branding, and settings.
RSVPs on the contact
Attendance joins the relationship history.
Why run events in the same system as your CRM?
Because your attendees are your pipeline. Invites go to your contacts, RSVPs save back to them, and follow-ups land next to the deal.
RSVPs on the contact
Attendance becomes history.
Speakers from your records
One bio, kept current.
Follow-up next to the deal
Events feed the pipeline.
Across the workspace
Know how every client is doing.
Calls, email, tickets, meetings, and events roll up to one account timeline. Client health is calculated from it, with sources you can check.
What this removes
Guessing at account health, and rebuilding the history before every renewal call.
Inside event management.
Sessions & agenda
Times, rooms, and tracks, editable up to the morning of.
Speakers & hosts
Pulled from your contacts and team.
Invites & RSVPs
Internal to fully public, with replies saved on the contact.
Public event pages
Published with their own link, no developer needed.
What event management connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
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. Add sessions, rooms, and tracks, all editable up to the day.
How is access controlled?
Per event: internal, public, password, or email. Each page has its own link and settings.
Where do RSVPs go?
Onto the contact record, as part of their history.
Can speakers be managed in the same place?
Yes. Speakers and hosts come from your contacts and team, with bios and sessions on their record.
Do event pages need a developer?
No. Public pages publish with their own link and branding.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.