Sales Management Module
EventPro's Sales Management Module is a comprehensive tool that streamlines the process of tracking leads and converting them into clients with bookings. It allows you to gather detailed information for potential events and prospective clients without impacting your event calendar or CRM records. The integration with EPConnect Website Integration Suite enables you to collect online inquiries seamlessly. With this module, you can create in-depth event quotes covering various aspects such as locations, catering, staffing, packages, and more. These quotes help in determining pricing and availability without affecting real financial numbers until approval. The email functionality allows you to send quotes directly to clients and even obtain approval signatures quickly through the Electronic Signature Module.
Event Itinerary Calendar Module
The Event Itinerary Calendar Module in EventPro provides a powerful drag-and-drop interface for organizing events. This module allows for easy assignment of event locations, functions, resources, and attendees. The intuitive calendar system enhances event organization by ensuring seamless coordination and clear visibility of all event components. With this module, event planners can efficiently manage timelines, track progress, and ensure all aspects of the event are well-organized and executed.
User Defined Fields Module
EventPro's User Defined Fields Module offers flexibility for organizations to capture unique data specific to their operations. While the standard data fields in EventPro cater to most event planning needs, this module allows users to create custom data fields as per their requirements. This feature ensures that organizations are never limited in the type of information they can store within EventPro, enabling a tailored and comprehensive approach to data management.
Electronic Signature Module
EventPro's Electronic Signature Module revolutionizes the approval process for agreements and documents by enabling electronic signatures. Integrated with leading providers like Docusign and Adobe Sign, this module ensures secure and efficient signing processes. By going paperless, organizations reduce costs and environmental impact while streamlining document handling. The ability to customize signature placements on documents and receive real-time updates in EventPro enhances operational efficiency and accelerates approval workflows.
Opportunities from Email Module
The Opportunities from Email Module seamlessly integrates with the Sales Management Module to create event opportunities directly from email communications. By extracting relevant details from email content, this module automates the opportunity generation process, saving time and improving data accuracy. This feature enhances the lead management process by capturing inquiries promptly and populating opportunity details efficiently, ultimately boosting sales effectiveness.
EventPro API
The EventPro API offers a seamless integration framework for exchanging data between EventPro and other applications. With a robust 2-way API, organizations can share and collect data to enhance operational workflows. Whether integrating with accounting systems, HR software, or electronic display boards, the EventPro API provides a flexible and efficient solution for data exchange. This functionality empowers organizations to personalize data management and optimize workflows by leveraging information from diverse sources.
Security User Options
EventPro prioritizes data security with advanced user authentication options. Multi-Factor Authentication (MFA) enhances login security by requiring multiple verification factors. Single Sign-On (SSO) integration streamlines authentication processes by allowing users to login with credentials from supported providers. Active Directory (AD) integration simplifies user management by enabling logins with existing AD accounts. These security features ensure secure access to EventPro, protecting sensitive data and enhancing overall system security.