Customer Relationship Management
EventPro's CRM feature allows you to manage client accounts, companies, and contacts efficiently. You can access vital details, track past, present, and future activities, run marketing campaigns, and manage communications with clients and prospects seamlessly.
Document Storage
EventPro provides a dedicated space for storing external documents related to your bookings. Whether it's PDFs, spreadsheets, or images received from clients, you can keep all relevant documents organized and easily accessible within the system.
Invoicing and Payments
With EventPro, invoicing and payments are streamlined processes integral to the system. You can generate invoices automatically from booking details without the need for manual copying or pasting. Additionally, the batch invoice feature makes it easy to handle monthly or periodic invoicing efficiently.
User-Friendly Wizards
EventPro's wizards simplify the process of entering bookings, accounts, and contacts, making the system user-friendly. These wizards guide users through key functionalities, minimizing the learning curve, particularly for new employees or users with limited computer experience.
Contact Log and Communications
EventPro enables you to email standard contact letters and reports directly from the system. Whether it's contracts, booking confirmations, event details, or invoices, you can efficiently communicate with clients by sending reports via email.
Efficient Letter Templates
Define all your form letters in EventPro to eliminate the need for retyping. Merge fields automatically populate event-specific information, making it easy to personalize and send letters. With no limit on stored form letters, access and send them quickly whenever needed.
Professionally Designed Reports
EventPro comes equipped with a comprehensive set of professionally designed reports to meet your booking, finance, and management reporting requirements. You can choose to print, view on screen, email, or save reports in various formats like PDF, Excel, and more.
Enhanced User Security Rights
EventPro ensures confidentiality by allowing administrators to control user access to different system sections. Customizable user rights enable granular control, such as granting specific users the ability to create events while restricting others to viewing event details only.