Best CRM for events management

As an event organizer, you know that managing attendees, coordinating with vendors, and keeping track of countless details can be overwhelming. To streamline your efforts and ensure a successful event, you need a CRM system tailored to the unique demands of event management.

A CRM helps you efficiently manage contacts, automate follow-ups, track ticket sales, and analyze engagement—all from a single platform.

In this blog post, we'll explore the best CRM options for event organizers like you, highlighting the features that will help you stay organized, enhance attendee experience, and drive your events to success.

CRM이 필요한 이유

Managing events can be overwhelming without the right tools. A CRM can transform your workflow and create consistency in your communication strategy, which is crucial for both event promotions and at the point of following up after a successful one.

CRM 없이 직면하는 과제들

Below are a few challenges that you might already be experiencing as an events manager without realising it. These tend to be a common theme amongst event organizers operating without a suitable CRM in their tech stack.

• Disorganization: Manually tracking client details, event registration, and event logistics leads to chaos and errors.
• Missed opportunities: Without a system, it's easy to overlook potential clients and follow-ups.
• Inefficient processes: Time-consuming manual tasks reduce productivity and increase costs.
• Lack of insight: Inadequate reporting and analytics hinder strategic decision-making.
• Inconsistent communication: Without a centralized system, communication with clients and team members becomes fragmented and unreliable.

CRM의 이점

If you're wondering whether or not it's time for you to invest in a CRM, below are a few benefits that prove how having the right tool can have a direct impact across your every day business operations.

• Centralized information: All client and event details are stored in one place, ensuring easy access and organization.
• Enhanced efficiency: Automating repetitive tasks saves time and reduces errors, allowing you to focus on high-value activities.
• Improved customer relationships: Track client interactions and preferences to provide personalized service and build stronger relationships.
• Better decision-making: Access to detailed reports and analytics helps you make informed decisions and optimize your strategies.
• Increased sales: Efficient lead management and follow-up processes lead to higher conversion rates and more business opportunities.
• Consistent communication: Streamlined communication tools ensure that all team members and clients are on the same page, enhancing collaboration and satisfaction.
  

How to boost your events management process with a CRM

Below are a few ways a CRM can boost your events management efforts, pre and post event.

👉🏼 Try folk now to map event pipelines and track every stage from inquiry to execution

1. 프로세스 매핑

Defining and tracking the stages of your process are crucial for streamlining event management. Identify key stages such as initial client inquiry, proposal creation, contract signing, event planning, execution, and post-event follow-up. Use a CRM to create a visual pipeline that tracks each event's progress, and custom fields to segment your data ensuring no detail is overlooked and improving overall efficiency.

2. 리드 자격 평가

Methods for assessing and qualifying leads and customers are essential for prioritizing your efforts. Implement scoring criteria within your CRM to evaluate leads based on factors such as event size, budget, and timeline. This helps you focus on high-potential clients, optimizing your resources and increasing conversion rates.

3. 홍보 및 후속 조치

Examples of automated email and LinkedIn campaigns to leads and customers can significantly enhance your outreach efforts. Use your CRM to set up personalized email sequences that nurture leads through the sales funnel. Integrate LinkedIn to send targeted connection requests and follow-up messages, ensuring consistent communication and improving engagement.

CRM 플랫폼을 평가하고 선택하는 방법

When you're evaluating CRM options for your event management team of 20-50 people, it's essential to consider platforms that can scale with your growing operations while remaining intuitive for your expanding team.

1. 요구사항 정의하기

Identify the key features needed for your events management business. Essential functionalities may include attendee management, event registration, ticketing, email marketing, and real-time analytics. Consider integrations with other tools you use, like social media platforms and payment gateways, to streamline your workflow.

Key features of a CRM for events management

• Automated processes: Streamlines tasks by automating repetitive workflows, allowing your team to focus on more strategic activities. Automation can handle everything from email follow-ups to task assignments, ensuring nothing falls through the cracks.
• Contact enrichment: Automatically finds Leads, Customers email addresses and contact information, enhancing efficiency. This feature helps you build a more comprehensive database without manual data entry, saving time and reducing errors.
• Multiple pipeline: Tracks leads and customers through defined stages, ensuring process clarity and effectiveness. A well-organized pipeline helps you visualize the journey of each lead, making it easier to identify bottlenecks and opportunities for improvement.
• Mail merge and email sequences: Increases communication efficiency with follow-up templates and automated sequences. Predefined email sequences ensure timely and consistent communication, enhancing your engagement with leads and clients.
• Social media integration: Seamlessly import contact information from LinkedIn, Instagram, Twitter and more to leverage your social media network in order to find and nurture potential clients directly from the platform.
• Analytics: Provides essential data analysis and predictive insights for better planning. Detailed reports and forecasting tools help you make informed decisions, optimize your strategy, and anticipate future trends.
  

2. 예산 고려 사항

Balance between cost and return on investment for using a CRM for events management. While some platforms may offer advanced features, ensure they align with your budget and provide measurable benefits. Look for scalable options that can grow with your business and offer flexible pricing plans.

3. 선발 과정

Steps to research and choose the right CRM vendor include reading reviews, asking for recommendations from industry peers, and scheduling demos. Evaluate vendors based on their experience in the events management sector, customer support quality, and the robustness of their security measures.

4. 데모를 받아보세요

How to trial and compare different CRM platforms for events management. Start with free trials or demo versions to assess usability and feature set. Create a checklist of your requirements and rate each CRM against these criteria. Pay attention to user interface, ease of integration, and customization options to ensure the chosen platform meets your specific needs. To see how a top CRM can transform your event management, get a demo of Folk to get you stated.

CRM 도입을 위한 3가지 팁

Cut the time it takes to start familiarising yourself with your new CRM by keeping these three things front of mind.

1. 새 CRM에 데이터를 가져오기

Transitioning to a new CRM can be seamless if you properly import your existing data. Start by exporting your data as a CSV file from your current CRM. This ensures that all your contact information, event details, and communication history are accurately transferred and ready to use in your new system.

2. 첫 번째 파이프라인 생성하기

Setting up your first pipeline is a critical step in customizing your CRM for event management. Define the stages that correspond to your event planning process, such as "Lead Capture," "Initial Contact," "Proposal Sent," "Contract Signed," and "Event Execution." This tailored pipeline helps you track the status of each event and ensures nothing falls through the cracks, providing a clear overview of your event lifecycle from start to finish.

3. 팀을 구성하세요

Once your CRM is set up, it's essential to onboard your team effectively. Provide training sessions to familiarize them with the new system, emphasizing how it will enhance their workflow and improve event management. Encourage them to explore the CRM's features and share tips on best practices. A well-trained team will be more confident and efficient, leading to better collaboration and successful event execution.

The 5 best CRMs for events management

1. 민속

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting. For event management teams of 20-50 people, folk CRM stands out as the ideal solution, combining powerful functionality with the simplicity needed to onboard and manage a growing team efficiently.

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주요 기능

• 연락처 정보 보강: 이메일과 LinkedIn URL을 자동으로 찾아 연락처 정보를 보강하여, 수동 데이터 입력이나 이메일 서비스 추가 비용 없이 효율적인 연락을 가능하게 합니다.
• Social media integraiton: Seamlessly import contacts from LinkedIn, Instagram, Twitter and more to folk, and use templates for quicker, streamlined communication.
• Mail merge: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• AI 기반 기능: AI 도구는 연락처 및 관계 관리, 일상 업무 자동화, 생산성 향상을 위한 조치 제안 등을 지원합니다.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

장점

• 사용 편의성: 포크는 직관적인 인터페이스로 호평을 받으며, 빠른 온보딩과 최소한의 학습 곡선으로 기술에 익숙하지 않은 사용자도 쉽게 접근할 수 있습니다.
• 올인원: Folk는 LinkedIn에서 연락처를 가져오고, 자동으로 이메일을 찾아주며, 맞춤형 이메일 시퀀스로 연락을 취하고, 파이프라인에서 상호작용을 추적할 수 있게 하여 여러 도구를 사용할 필요 없이 시간과 비용을 절약하며 업무 흐름을 간소화합니다.
• Customizability: Personalize every aspect of your CRM from folk's dashboards to your custom fields, pipelines, and workflows.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

단점

• Reporting and analytics: folk includes advanced analytics such as pipeline and stage metrics, revenue forecasting with weighted probabilities, performance breakdowns by owner/channel/custom fields, and revenue insights dashboards.

가격 및 요금제

14일 무료 체험으로 Folk를 무료로 사용해 볼 수 있습니다. 이후 월간 또는 연간 구독 요금제는 다음과 같습니다.

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러 .
• 맞춤형: 사용자당 월 $60부터 시작합니다.

2. 허브스팟

허브스팟 CRM은 사용하기 쉽고 확장 가능한 플랫폼으로, 영업, 마케팅, 고객 서비스 및 운영을 효율적으로 관리하기 위한 통합 도구를 제공합니다.

주요 기능

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, essential for promoting events and capturing attendee interest.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping you manage sponsorship deals and ticket sales efficiently.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases to support event attendees and resolve issues quickly.
• Operations Hub: Syncs and automates business processes across different systems, ensuring smooth coordination between event planning and execution.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, crucial for targeting high-potential attendees and sponsors.

장점

• User-friendly interface: The intuitive and easy-to-use interface makes it accessible for event planners with varying levels of technical expertise.
• Comprehensive free plan: The robust free version includes essential CRM features, ideal for small event management companies and startups.
• Seamless integration with marketing tools: Integrates smoothly with marketing, sales, and service tools, creating a unified platform for managing events and customer interactions.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, saving time and improving efficiency in event planning.
• Extensive learning resources: HubSpot Academy offers free courses, certifications, and resources to help users maximize the platform's potential.

단점

• High cost at higher tiers: Pricing can become expensive at higher tiers, which may be prohibitive for small event management companies as they scale.
• Limited capabilities in free plan: The free plan and lower tiers have limited customization options, restricting flexibility for growing event businesses.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, a drawback for businesses with larger attendee lists.
• 추가 기능에 대한 추가 비용: 고급 CRM 기능 및 통합과 같은 많은 유용한 기능들은 유료 추가 기능으로 제공되어 전체 비용을 증가시킵니다.
• Steep learning curve for new users: While the interface is user-friendly, the breadth of features can be overwhelming for new users, requiring time to learn.

가격 및 요금제

HubSpot CRM 제품군의 연간 구독 요금 및 플랜은 다음과 같습니다.

• 스타터: 사용자당 월 15달러.
• 프로페셔널: 사용자당 월 450달러.
• 엔터프라이즈: 사용자당 월 1,500달러.

3. 세일즈포스

세일즈포스는 대규모 기업을 위한 강력한 CRM 플랫폼으로, 영업, 마케팅, 서비스 및 분석을 위한 도구를 제공하며 광범위한 확장성을 갖추고 있습니다.

주요 기능

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, ideal for managing diverse event management needs.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing event management companies to tailor the platform to specific workflows and manage growth effectively.
• Artificial Intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights to optimize event planning and execution.
• Extensive integration capabilities: With Salesforce's AppExchange, event managers can integrate the platform with a wide range of third-party applications, ensuring seamless operation across different tools.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for handling sensitive attendee and client data.

장점

• Comprehensive feature set: Salesforce offers an extensive range of features covering sales, service, and marketing, making it a powerful tool for managing all aspects of event planning and customer relationships.
• Highly customizable: Salesforce is highly customizable, allowing event managers to tailor the platform to their specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Salesforce integrates with a vast array of third-party applications, enabling seamless data flow across platforms used in event management.
• Scalability: Salesforce is highly scalable, making it suitable for event management companies of all sizes, with the ability to grow with your business.
• Advanced analytics and reporting: Salesforce provides powerful analytics and reporting tools, allowing event managers to gain deep insights into their data and make informed decisions.

단점

• High cost: Salesforce can be expensive, especially for small to medium-sized event management companies, with high licensing fees and additional costs for add-ons and customization.
• 가파른 학습 곡선: 광범위한 기능 세트와 복잡성으로 인해 Salesforce는 사용자가 숙달되기까지 상당한 시간과 교육이 필요한 경우가 많습니다.
• 복잡한 설정 및 맞춤화: 초기 설정과 맞춤화는 어려울 수 있으며, 종종 전문가의 도움이나 공인 컨설턴트가 필요하여 전체 비용을 증가시킵니다.
• User interface: Some users find the Salesforce interface to be outdated and not as intuitive as other modern CRM platforms, which can hinder usability.
• Overwhelming for small teams: Salesforce's robust features may be overkill for smaller event management teams, leading to underutilization of the platform's capabilities.

가격 및 요금제

An annual subscription plan with Salesforce for is as follows.

• 스타터 스위트: 월 25달러/사용자 기준으로 소규모 기업을 위한 기본 CRM 기능을 제공합니다.
• 프로 스위트: 사용자당 월 100달러로 성장하는 비즈니스를 위한 고급 도구를 포함합니다.
• 엔터프라이즈 플랜: 사용자당 월 165달러로 대기업을 위한 광범위한 맞춤 설정 및 자동화 기능을 제공합니다.
• 무제한 플랜: 사용자당 월 330달러로 대기업을 위한 포괄적인 기능을 제공합니다.
• 아인슈타인 1 판매: 사용자당 월 500달러로 대기업을 위한 AI 기반 인사이트 및 고급 기능을 제공합니다.

4. Zoho

Zoho는 강력한 영업 중심의 CRM 시스템입니다. 여정 오케스트레이션, 영업 프로세스 관리, 워크플로 자동화 등의 기능을 갖추고 있습니다. 또한 마케팅 팀을 위한 리드 허팅, 이벤트 관리, 고객 세분화 등의 기능도 포함되어 있습니다.

주요 기능

• Lead and contact management: Manages attendee information, tracks interactions, and segments contacts for targeted event campaigns.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth event analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage attendee interactions seamlessly.
• Workflow automation: Automates routine tasks and processes like follow-up emails and reminders to improve efficiency and reduce manual effort.
• Sales pipeline management: Visualizes and manages event registration pipelines with drag-and-drop functionality for better tracking.

장점

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized event management companies.
• Multi-channel communication: Supports email, phone, social media, and live chat, enabling event planners to manage all attendee interactions from a single platform.
• Customization: Extensive customization options allow event managers to tailor the CRM to their specific needs, including custom fields, modules, and workflows.
• Integration with Zoho Suite: Seamless integration with other Zoho products (like Zoho Campaigns) creates a comprehensive ecosystem for managing different aspects of event planning.
• Mobile accessibility: Zoho CRM offers a robust mobile app, allowing event managers to access data and manage relationships on the go, with offline capabilities.

단점

• 가파른 학습 곡선: 광범위한 사용자 지정 옵션은 신규 사용자에게 부담스러울 수 있으며, 플랫폼을 숙달하기 위해 상당한 시간 투자가 필요합니다.
• 복잡한 설정: 초기 설정 및 구성이 복잡할 수 있으며, 특히 기술 전문성이나 전담 IT 자원이 없는 기업에서는 더욱 그렇습니다.
• 성능 문제: 특히 대규모 데이터셋이나 복잡한 작업 시 가끔 발생하는 성능 저하 보고는 생산성을 저해할 수 있습니다.
• 하위 요금제의 기능 제한: 저렴한 요금제에는 고급 기능이 부족할 수 있어, 필수 기능을 사용하려면 더 비싼 요금제로 업그레이드해야 할 수 있습니다.
• 데이터 마이그레이션 과제: 다른 CRM에서 Zoho로 데이터를 마이그레이션하는 것은 어렵고 시간이 많이 소요될 수 있으며, 종종 수동 조정이 필요합니다.

가격 및 요금제

Zoho의 무료 플랜은 소규모 기업에 적합한 3명의 사용자로 제한됩니다. 이후 연간 구독 플랜은 다음과 같습니다.

• 표준: 사용자당 월 20달러.
• 프로페셔널: 사용자당 월 35달러.
• 엔터프라이즈: 사용자당 월 50달러.

5. 캡슐 CRM

캡슐 CRM은 중소기업을 위해 설계된 사용자 친화적인 고객 관계 관리 플랫폼입니다. 깔끔하고 직관적인 인터페이스를 제공하여 사용자가 고객 관계를 관리하고, 영업 파이프라인을 추적하며, 업무와 커뮤니케이션을 효율적으로 정리할 수 있도록 지원합니다.

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주요 기능

• 1 sales pipeline: Manage your event leads and customer journey efficiently.
• 30,000 contacts: Store and manage a large number of event attendees, vendors, and partners.
• Activity reporting: Track all interactions and activities related to your events for better follow-up.
• Task management: Assign and manage tasks related to event planning and execution.
• Workflow automation: Automate repetitive tasks to streamline event management processes.

장점

• User-friendly interface: Capsule CRM offers a clean and intuitive design, making it easy for event planners to navigate and quickly access important features. This simplicity reduces the learning curve, making it an excellent choice for teams without extensive CRM experience.
• Contact and sales management: The platform provides robust tools for managing contacts, organizing customer information, and tracking sales opportunities, helping event planners maintain a clear view of their relationships and sales pipeline.
• Customization options: Capsule CRM allows users to customize fields, tags, and pipelines to fit their specific event management needs, offering flexibility in how they manage data and processes.
• Integration capabilities: Capsule integrates with various popular third-party applications, including G Suite, Microsoft 365, Mailchimp, Xero, and QuickBooks, allowing users to create a seamless workflow across their event management tools.
• Affordability: Capsule CRM offers competitive pricing with a free plan for basic needs and affordable premium options, making it accessible for event management startups.

단점

• Limited advanced features: Compared to some of its competitors, Capsule CRM lacks more advanced features such as in-depth analytics and comprehensive automation, which can be a limitation for larger event management companies with more complex needs.
• 기본 이메일 마케팅 기능: Capsule은 Mailchimp 같은 이메일 마케팅 도구와 연동되지만, 자체 내장된 이메일 마케팅 기능은 비교적 기본적입니다. 더 고급 이메일 마케팅 기능을 원하는 사용자는 타사 통합 솔루션에 의존해야 할 수 있습니다.
• Limited customer support: Capsule CRM primarily offers support through email and an online help center. The lack of live chat or phone support might be a downside for event planners who prefer immediate assistance or more direct support options.
• No built-in phone or SMS integration: Unlike some other CRMs, Capsule does not have built-in phone or SMS functionality, which could be a disadvantage for event management companies that rely heavily on direct communication with clients through these channels.
• Scalability concerns: While Capsule CRM is great for small to medium-sized event management businesses, companies that are rapidly growing or have more complex CRM requirements might find the platform less scalable as they expand.

가격 및 요금제

• 스타터 플랜: 사용자당 월 $21부터 시작합니다 .
• 성장 플랜: 사용자당 월 $38부터 시작합니다 .
• 고급 플랜: 사용자당 월 $60부터 시작합니다 .
• 최상위 플랜: 사용자당 월 $75부터 시작합니다 .

결론

Choosing the best CRM for events management is pivotal to streamlining your operations, enhancing client relationships, and driving business growth. Each of the CRMs discussed—folk, Hubspot, Salesforce, Zoho, and Capsule CRM—offers unique features and benefits tailored to different business sizes and needs. However, for event management teams of 20-50 people, folk CRM emerges as the clear winner, delivering the perfect balance of powerful functionality and ease of use that medium-sized teams require. While Hubspot offers a comprehensive suite for marketing and sales, Salesforce excels in scalability and customization, Zoho provides affordability and multi-channel communication, and Capsule CRM is ideal for smaller businesses with its user-friendly interface, folk CRM's intuitive design, LinkedIn integration, and scalable pricing make it the top choice for growing event management companies. For teams looking to streamline their workflow without overwhelming complexity, folk CRM provides the ideal solution that grows with your business needs. Try folk for free here.

👉🏼 Try folk now to never miss a follow-up and centralize attendee communication

도움이 필요하신가요? 무료 도구를 이용해 완벽한 CRM을 찾아보세요.

자주 묻는 질문

What is CRM in event management?

A CRM for events centralizes contacts, registrations, sponsors, and vendors; automates emails and follow-ups; tracks ticket sales and tasks; and provides analytics to improve attendance, sponsorships, and post-event engagement.

How do you use a CRM for event planning?

Map stages from inquiry to post-event, import contacts, build pipelines, segment audiences, automate outreach and reminders, sync email and LinkedIn, track deals and tickets, and report on performance to refine future events.

How do you choose a CRM for event management?

List must-haves (attendee management, email, analytics), check integrations and security, set a budget, test usability with demos, and assess support. Compare fit for team size; try options with free trials such as folk.

How much does an event management CRM cost?

Pricing typically ranges from $15 to $500 per user/month, depending on features, automation, analytics, and support. Many tools offer free tiers or 14-day trials. Budget for add-ons like email volume, integrations, or extra pipelines.