Planning and managing events can quickly become overwhelming, from coordinating guest lists and registrations to handling venue logistics and post-event follow-ups. A CRM for event management can streamline these processes, helping teams stay organized, improve communication, and deliver better experiences for attendees.
Recent research shows that 91% of businesses with over ten employees use CRM software. Choosing the proper event management CRM can significantly streamline your operations, boost team coordination, and enhance the overall experience for attendees, making it an essential tool for successful event execution.
If you’re unsure which solution to choose, this guide will walk you through the top platforms offering CRM for event management companies, each tailored to meet the needs of today’s planning professionals.
CRM for Event Management: How to Make It Work for Your Business
Before selecting a CRM for event planners, consider how you’ll use it. Different platforms offer various services and features that can streamline your operations. Here are some things to keep in mind:
- Automation is key: A good CRM can save you time by automating repetitive tasks, like sending follow-up emails or managing registration data.
- Organize client information: Keep all client contact details and communication history in one place for easy access and better customer service.
- Select the correct type of CRM for your needs:
| Type of CRM | Specific Requirements |
| Operational CRMs | Ideal for automating repetitive tasks and streamlining your sales processes. |
| Collaborative CRMs | Help integrate your marketing and sales efforts, ensuring seamless communication between your team and clients. |
| Analytical CRMs | Perfect for in-depth data analysis, such as tracking event performance and understanding client preferences. |
Once you’ve identified your needs, you can use your CRM for event management in various ways:
- Use templates for event management to handle everything from registration to post-event follow-ups.
- Keep track of service providers, delegate tasks, and monitor progress to ensure smooth operations.
- Employ built-in communication features to create targeted email campaigns and stay connected with attendees.
- Track registrations in real-time and analyze post-event data to improve future events.
- Categorize VIPs, sponsors, and regular attendees to provide personalized communication and special perks.
- Follow up with attendees after events to gather feedback and send surveys directly through your CRM.
How to Choose the Best CRM for Event Management?
Every event planner has a different way of running their business, so finding a CRM for event planners that aligns with your specific needs and services is essential. Here’s what to consider when selecting the right event management CRM:
- How do you find and engage with potential clients? Choose a CRM that supports your sales and marketing strategies, whether it’s through email marketing, proposal generation, or direct outreach.
- How many team members will use the CRM? Make sure the platform you select can scale as your business grows and meets the needs of all users involved.
- What kind of data is essential for your business growth? Opt for a CRM that provides the analytics you need to make informed decisions, from attendee trends to financial forecasting.
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Top 12 CRMs for Event Management Companies
1. HubSpot
HubSpot is the best option for managing events due to its comprehensive features and user-friendly interface. HubSpot is known for its powerful marketing and sales offerings, perfect for event organizers looking to manage all aspects of their events, from promotion to post-event follow-up.
Why Does HubSpot Stand Out Among CRMs for Event Management?
- Event Marketing Tools: HubSpot offers comprehensive email marketing and social media tools, allowing you to promote your events and effortlessly engage with potential attendees. Discover more about HubSpot’s marketing prowess in A Complete Guide to HubSpot Marketing Hub.
- Contact Management: Track all your contacts, segment your audience based on past interactions, and personalize your communication to improve engagement.
- Automated Follow-Ups: HubSpot’s automation tools let you set up automated follow-up emails, ensuring no lead is left unattended after an event.
- Integration with Event Platforms: Seamlessly integrates with popular event management platforms like Eventbrite, making managing registrations and ticket sales easy. Explore how HubSpot enhances these integrations in The Ultimate Guide to HubSpot CMS Hub.
- Analytics and Reporting: HubSpot provides detailed reports on your event performance, helping you understand what worked well and where there’s room for improvement. For further details on optimizing operations through analytics, see The Ultimate Guide to Excelling with HubSpot Operations Hub.
Key Features
- Customizable dashboards
- Email and social media marketing tools
- Automation workflows
- Integration with over 500 apps
- Free plan available, with premium plans starting at $45 per month
Best For
Event managers need a versatile, all-in-one CRM that easily handles marketing, sales, and customer service.
2. Zoho CRM
Zoho CRM is another excellent choice for event managers looking for a flexible and affordable solution. Zoho CRM provides a wide range of tools to help you manage your contacts, track interactions, and automate workflows, making planning and executing events easier.
Why Does Zoho CRM Stand Out?
- Customization: Zoho CRM allows you to customize modules and layouts, helping you tailor the CRM to your specific event management needs.
- Email Campaigns: Create targeted email campaigns to promote your events, send reminders, and follow up with attendees.
- Social Media Integration: Integrates with major social media platforms, allowing you to engage with your audience across multiple channels.
- Real-Time Analytics: Get real-time insights into your event’s performance so you can make data-driven decisions on the fly.
Key Features
- Customizable modules
- Email marketing tools
- Social media integration
- Real-time analytics
- Plans start at $14 per month
Best For
Event managers are looking for a cost-effective CRM with strong customization options and powerful marketing tools.
3. Salesforce CRM
Salesforce CRM is a well-known name in CRM software. It offers a robust platform that can be tailored for event management. Salesforce provides tools that help you manage contacts, schedule events, and track engagement all in one place.
Why Does Salesforce CRM Stand Out?
- Scalable Solutions: Ideal for both small and large events, Salesforce can scale with your needs, providing tools to manage thousands of contacts and multiple events simultaneously.
- Event Tracking: Track every interaction with attendees, from registration to post-event follow-up, ensuring a seamless experience.
- Integration Capabilities: Easily integrates with popular event management platforms and other third-party apps, allowing you to manage everything from one central hub.
- Customizable Dashboards: Create dashboards to monitor event metrics in real time, helping you manage all aspects of your event.
Key Features
- Scalable CRM solutions
- Contact and lead management
- Customizable dashboards
- Integration with third-party apps
- Pricing varies based on customization and add-ons
Best For
Large-scale event organizers need a scalable and customizable CRM with powerful event-tracking features.
4. Eventbrite Organizer CRM
Eventbrite Organizer CRM is tailored explicitly for event management, making it an excellent choice for event professionals who need a specialized tool. This CRM integrates directly with Eventbrite, one of the most popular event ticketing platforms.
Why Does Eventbrite Organizer CRM Stand Out?
- Seamless Event Management: As it’s integrated directly with Eventbrite, you can manage registrations, ticket sales, and attendee communication from one place.
- Attendee Insights: Provides detailed insights into attendee behavior and preferences, helping you tailor future events to better meet their needs.
- Automated Communication: To keep attendees engaged, set up automated emails for event reminders, thank you notes, and follow-up surveys.
- On-the-Go Access: Use the Eventbrite Organizer app to check in attendees, manage ticket sales, and monitor event performance in real-time.
Key Features
- Integration with Eventbrite
- Attendee management tools
- Automated communication
- Mobile app for on-the-go management
- Free for basic use, with fees based on ticket sales
Best For
Event organizers using Eventbrite for ticket sales need a CRM that integrates seamlessly with the platform.
5. Aventri CRM
Aventri CRM is developed specifically for event management. It provides a comprehensive suite of tools to help you manage every aspect of your events. Aventri is ideal for larger events or conferences where managing multiple elements is essential.
Why Aventri CRM Stands Out?
- All-in-One Event Management: Offers tools for event registration, marketing, logistics, and post-event analysis, all within one platform.
- Networking Features: Allows attendees to network and engage with each other through the platform, enhancing the event experience.
- Customizable Templates: This service provides customizable templates for event websites, emails, and registration forms, making it easy to create a cohesive brand experience.
- Detailed Reporting: Get in-depth reports on attendee engagement, session popularity, and overall event performance.
Key Features
- Event registration and marketing tools
- Attendee networking features
- Customizable templates
- Detailed reporting and analytics
- Custom pricing based on event size and needs
Best For
Conference organizers and large-scale event managers need a comprehensive, all-in-one CRM solution.
6. Monday.com CRM
Monday.com CRM is known for its user-friendly interface and versatility. While not a traditional CRM, Monday.com offers a customizable platform that can be tailored to meet the needs of event managers.
Why Monday.com Stands Out?
- Highly Customizable: Use Monday.com’s drag-and-drop interface to create a customized CRM for your event management needs.
- Task Management: Track all tasks, from venue booking to catering and guest communication, ensuring nothing is missed.
- Collaboration Tools: Team collaboration is made easy with shared boards, real-time updates, and communication features.
- Integrations: Integrates with many popular tools, such as Slack, Zoom, and Google Calendar, making it easy to manage all aspects of your event from one platform.
Key Features
- Customizable CRM interface
- Task and project management tools
- Collaboration features
- Integration with third-party apps
- Plans start at $8 per user per month
Best For
Event managers who prefer a flexible, customizable CRM that can also handle project management and team collaboration.
7. Bizzabo
Bizzabo is a leading event management CRM platform for in-person, virtual, and hybrid events. With a strong emphasis on audience engagement and data insights, Bizzabo enables event planners to create memorable experiences backed by analytics.
Why Does Bizzabo Stand Out?
- Event Intelligence: Bizzabo’s AI-driven analytics help you understand attendee behavior and measure event ROI more effectively.
- Personalization: Customize event experiences for different audience segments with personalized agendas, recommendations, and content delivery.
- Hybrid Event Support: Built to support hybrid events with options for both online and in-person experiences.
- Community Building: Offers networking tools that allow attendees to connect before, during, and after events.
Key Features
- Real-time event insights
- Attendee networking and personalization feature
- Registration and ticketing capabilities
- Supports in-person, virtual, and hybrid events
- Custom pricing based on event scope
Best For
Mid-to-large-sized companies hosting high-engagement or hybrid events who want advanced analytics and attendee personalization.
8. Cvent
Cvent is one of the most well-established names in the event tech industry. It offers a comprehensive CRM for event planners, managing everything from venue sourcing to post-event reporting.
Why Does Cvent Stand Out?
- Venue Management: Source, compare, and book venues directly within the platform.
- Attendee Hub: Provides a seamless portal for registration, scheduling, communication, and networking.
- Lead Capture: Use on-site resources to capture and qualify leads at the event and sync them directly into your CRM.
- Simple Integrations: Easily integrates with CRMs like Salesforce, Marketo, and HubSpot.
Key Features
- Venue sourcing functionality
- On-site lead capture
- Attendee engagement hub
- Seamless CRM integrations
- Pricing based on modules and usage
Best For
Enterprises or agencies managing large-scale, complex events with heavy logistics and high attendee volume.
9. HoneyBook
HoneyBook is an all-in-one business management platform that’s particularly popular among event planners, wedding coordinators, and boutique agencies. Its intuitive interface and automation features make it a top choice for small event teams and solopreneurs looking to streamline their client workflows.
Why Does HoneyBook Stand Out?
- Seamless Client Booking: Automates contracts, invoices, and communication; perfect for managing busy client schedules and complex event timelines.
- Lead Management: This service captures event inquiries from your website or social media and organizes your pipeline with automatic follow-ups.
Event Project Tracking: Visualize each event’s status from the first inquiry to the post-event follow-up, helping you manage details for multiple clients. - Branded Client Portal: Delivers a professional client experience with customized proposals, contracts, and payment options, all in one easy-to-use portal.
Key Features
- Proposal, contract, and invoice templates prepared for event services
- Automated tasks and email workflows
- Built-in online payments (credit card, ACH)
- Visual pipeline for tracking multiple events
Best For
Independent event planners, small event agencies, and wedding professionals who want a lightweight but powerful CRM to manage leads, bookings, and client experiences with ease.
10. Whova
Whova is an award-winning event management platform with CRM functionality, attendee engagement resources, and comprehensive analytics. It’s a great fit for conferences, trade shows, and expos.
Why Does Whova Stand Out?
- Event App for Attendees: Offers an intuitive mobile app for agenda tracking, networking, and live polls.
- Sponsor and Exhibitor Tools: Allows easy lead retrieval, booth traffic tracking, and brand visibility.
- Smart Agenda and Check-In: Manages detailed schedules, speaker bios, and QR code-based check-in.
- Post-Event Metrics: Gain insights into engagement levels, session popularity, and feedback.
Key Features
- Customizable event app
- Networking and community boards
- Interactive agendas and polling
- Sponsor support modules
- Pricing upon request
Best For
Planners organizing educational, industry, or nonprofit events with a need for mobile-first attendee engagement.
11. Splash
Splash is a design-forward CRM for event planners focused on creating visually impactful events. Its strong branding capabilities and automation features help streamline event execution while maximizing brand consistency.
Why Does Splash Stand Out?
- Design-Focused Registration Pages: Build custom-branded landing pages for events without needing a web developer.
- Automated Workflows: Send branded invitations, confirmations, and follow-ups through pre-set workflows.
- Audience Insights: Get deep attendee insights before, during, and after the event to drive engagement.
- Enterprise-Grade Scalability: Great for companies that host recurring branded events across teams or departments.
Key Features
- Drag-and-drop design builder
- Automated email campaigns
- Branded registration experiences
- Real-time engagement tracking
- Custom pricing for enterprise and team needs
Best For
Marketing teams and corporate event departments looking to host high-volume, branded event experiences.
12. Airmeet
Airmeet is a virtual and hybrid event platform with strong community-building and interaction capabilities. It doubles as an event management CRM with built-in engagement analytics and integrations.
Why Does Airmeet Stand Out?
- Virtual Stage & Booths: Mimics real-world experiences with networking lounges, virtual booths, and breakout sessions.
- Audience Interaction: Includes live polls, emoji reactions, and Q&A for interactive experiences.
- CRM Sync: Automatically syncs lead and attendee data with platforms like HubSpot, Salesforce, and Zoho.
- Multi-Event Management: Easily run multiple events simultaneously with shared dashboards.
Key Features
- Virtual expo hall
- Interactive networking options
- CRM integrations
- Audience analytics and engagement scoring
- Pricing varies based on features and event size
Best For
Teams running recurring virtual or hybrid events with a strong focus on interactivity and lead generation.
Why is HubSpot an Ideal Event Management CRM?
HubSpot stands out among CRMs for event management with its intuitive design and comprehensive toolset. Whether you’re handling registrations, engaging with attendees through email marketing, or analyzing post-event data, HubSpot simplifies each step. Its seamless integrations with platforms like Eventbrite streamline the event process, making it easier to focus on delivering memorable experiences. With HubSpot, event managers have everything they need to manage, track, and enhance events from start to finish.
Transform Your CRM Strategy with INSIDEA’s HubSpot Services
Choosing the right CRM can significantly elevate how you connect with your clients and manage your event management company. As a HubSpot Diamond Solutions Partner, INSIDEA specializes in customizing HubSpot implementations for event management agencies.
At INSIDEA, we offer comprehensive CRM services that optimize your client management, simplify operations, and boost your overall business efficiency:
- CRM Onboarding: Experience a smooth onboarding process that gets you up and running with your new CRM, ensuring you make the most of all its features from day one.
- Hubspot Management: Our ongoing management services keep your CRM performing at its best, allowing you to focus on what you do best.
- CRM Migration: We offer smooth, secure migration services, protecting your data and enhancing your CRM capabilities as you transition to a new system.
- Hubspot Customization: Tailor your CRM to fit your specific coaching needs with solutions designed to reflect your brand and enhance client engagement.
Learn how INSIDEA’s CRM specialists can help you transform your event management business. Get in touch today to explore our range of services and start optimizing your CRM strategy.
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