Sales Management Module
EventPro's Sales Management Module streamlines the process of tracking leads and opportunities, allowing for easy conversion into clients with bookings. By collecting all necessary details for opportunities and leads without interfering with existing calendar or CRM records, this module ensures a seamless workflow. Additionally, the integration of EPConnect Website Integration Suite enables online enquiry collection, automatically transferring data to the Sales Management area. Detailed event quotes can be created, including location, catering, resources, staffing, and more, assisting in pricing and availability determination without impacting real utilization. With the option of the Electronic Signature Module, approval signatures can be obtained swiftly through online signing, expediting the conversion of quotes into bookings.
Task Management Module
EventPro's Task Management Module serves as a comprehensive 'to-do' list that enhances collaboration within event teams. By setting manual task dates or allowing automatic adjustments based on event-related occurrences, this module ensures adherence to timelines, effective work assignment coordination, and deadline fulfillment. With tools to track timelines and facilitate efficient communication, teams can avoid bottlenecks and deliver successful events on schedule.
Housing Module
The Housing Module offers functionalities to make reservations, associate them with events, manage check-in/out processes, and bill attendees seamlessly. By centralizing accommodation management tasks, this module simplifies the logistical aspects of housing arrangements, providing a smooth experience for both event organizers and attendees.
Electronc Signature Module
EventPro's Electronic Signature Module simplifies the approval process for agreements, contracts, and other documents requiring signatures by enabling electronic signing directly within the platform. Supporting prominent providers like Docusign and Adobe Sign, this module ensures secure and efficient digital signing processes, reducing unnecessary costs and environmental impact associated with traditional paper-based workflows. By leveraging electronic signatures, organizations can expedite approval processes, enhance workflow efficiency, and foster a more sustainable business environment.
Opportunities from Email Module
The Opportunities from Email Module enhances the functionality of the Sales Management Module by automatically generating event inquiries from email communications. By extracting pertinent information from email content, this module facilitates the seamless creation of opportunities within the system, streamlining the lead management process and improving overall workflow efficiency.
EventPro API
The EventPro API empowers users to integrate EventPro data with external applications, enabling seamless data exchange and synchronization. With a versatile 2-way API, users can leverage EventPro data in conjunction with other software platforms, streamlining processes and enhancing data visibility across various systems. Whether collecting data from external sources or sharing EventPro data with other applications, the EventPro API provides a flexible and efficient solution to suit diverse integration needs.
Security User Options
EventPro offers robust security user options, including Multi-Factor Authentication (MFA) for enhanced user verification, Single Sign-On (SSO) integration with authentication providers like Azure AD and OneLogin, and Active Directory (AD) Integration for centralized user management. These security mechanisms ensure data integrity and user authentication, preventing unauthorized access and enhancing overall system security.