CRM & sales
Capture and manage every event enquiry
Event lead management software that records where an enquiry came from, who owns it, what was said and when to call back — then turns the ones you win into events without retyping anything.
Every enquiry lands in the same place
Event lead management starts with not losing the enquiry. A Meta Ads lead form arrives through a webhook as a lead record, with the details already filled in. Instagram, your website, a Google Sheet and a phone call typed in by hand are all recorded with their source.
Which means at the end of the quarter you can see which source actually produced work, rather than which one felt busiest.
The pipeline
Fresh, Follow Up, Converted to Opportunity, Won, Lost. Five statuses, because an event pipeline that needs eleven is a pipeline nobody updates.
Follow-ups and next actions
Each lead has an owner and a follow-up date. Calls are logged against the record, notes stay with it, and tasks with due dates appear on the owner’s calendar through their own Google account.
Meetings against the lead
Book the meeting from the lead, with an agenda and the people who need to be there. Record the outcome when it ends, while it is still accurate.
Won leads become events
Converting a lead creates the event and carries the details across. The quotation, the functions, the vendors and eventually the guest list all hang off it.
And the ones you lose
Lost leads keep their reason. Over a season that turns "we lose a lot on price" into a number you can check.
See it on your own work
Bring one real enquiry to a 30-minute demo and we will set it up live, using your own numbers. Or start free and try it yourself.