Event Management Features
Overview of CRM features
| Detailed List of all CRM features
- Create events that span over multiple days
- Set closing date for event registrations
- Share event information with colleagues
- Group events into locations
- Classify events based on type (eg: seminar, breakfast, conference, training, sales, etc)
- Create your own event classifications
- Assign a facilitator for an event
- Take payments for events including:
- Immediate payment recommended
- Late registration fees
- Payment due in x days
- Discounted pricing
- Early bird pricing
- Early bird cut off date
- Complimentary registrations
- Payment installments
- Record a qualification level for an event (particularly used for training events)
- Track attendance for an event
- Set attendance targets
- Generate letters for an event registration
- Attach files to an event
- Attach notes to an event
- Confirm registrations
- Manage group registrations
- Track invoice numbers for event payments
- Print an attendance sheet to fill out on the day
- Print a report on event attendees and payments
- Easily and quickly mark attendance for individual days
- Search for previous event attendees
- View all events that a customer has attended