Event management next to your CRM.

Agendas, invites, and RSVPs on the same contacts you sell to.

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 where your clients already live?

Attendees come from your contacts, and every session lives in one record.

Why run events in the same system as your CRM?

Because your attendees are your pipeline. Invites go to your contacts, and RSVPs save back to them.

  • RSVPs on the contactAttendance becomes history.
  • Speakers from your recordsOne bio, kept current.
  • Follow-up next to the dealEvents feed the pipeline.

What does a multi-day event need?

Sessions, rooms, tracks, speakers, and hosts in one record. Change it at 8am and everyone sees it at 9.

Who gets to attend?

You choose per event: internal, public, password, or email. Public pages publish without a developer.

Inside event management.

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.

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.