Modules
Provides you with an effective, time-saving way to track leads & opportunities, and easily convert them into clients with bookings.
EventPro’s Sales Management Module allows you to collect all the details you need for opportunities (potential events) and leads (prospective clients), without interfering with your actual event calendar or CRM records. With the addition of EventPro’s optional EPConnect Website Integration Suite, you can even collect enquiries online; data entered online by inquiring individuals will be automatically pulled into the Sales Management area of your EventPro application.
You can create detailed event quotes, including information about locations, catering, beverages, resources, staffing, packages, and much more. These specialized quotes allow you to determine pricing and availability without affecting real utilization or financial numbers until quotes are approved. Quote revisions build on existing quotes, so you can easily provide multiple options.
Quotes can be emailed to clients directly from EventPro. With the addition of EventPro’s optional Electronic Signature Module, you could get approval signatures back even faster through online signing. Once a client approves an event quote, EventPro’s conversion process helps you easily turn the quote into an event, automatically transferring all of the information into the new booking.
Use your customized categorization system to specify the source, probability, value, rating, and status for potential bookings. By analyzing reports of key data you recorded for enquiries, you can determine the factors that lead to success and failure, and use that information to build a more successful sales strategy.
Stick to event timelines, coordinate work assignments, and meet deadlines. EventPro’s Task Management Module is like a “to-do” list, but does way more to improve collaboration within your event team. Task dates can be set manually or can automatically adjust to event-related happenings.
Make reservations, attach them to events, manage check-in & check out, and bill attendees with the Housing Module.
This module provides unique and powerful drag-and-drop event organization for event locations, functions, resources and attendee assignments.
While the various data fields in EventPro have been designed to meet the needs of most event planners & venue managers, you may find that you need to record additional information unique to your organization. With this module you can create your own data fields to ensure that you are never limited in the type of information you can record in EventPro.
Create elegant, precise floor plans that reflect your professional image. You can then easily distribute the floor plans to different parties involved in the event to ensure that everyone is on the same page.
EventPro’s Electronic Signature Module allows you to accept electronic signatures on documents that have been sent directly from EventPro, or presented in person on a mobile device/computer.
EventPro’s Electronic Signature Module supports the following electronic signature providers:
Electronic signing streamlines the approval process for agreements, contracts, and any other documents requiring signatures. Going paperless is simply good business: reducing wasteful practices means reducing unnecessary costs to you, your clients, and the environment. Eliminating the time-consuming process of printing, signing, and scanning means that documents can be signed from anywhere - no more waiting for your recipient to be at their desk.
After your recipient completes the signing process in the applicable electronic signature service provider, the document's status in EventPro is updated, and a PDF copy of the signed document is downloaded into EventPro.
You can incorporate electronic signing into your existing EventPro documents, choosing where the signatures, initials, and other specialized fields should be. You don't have to re-build your documents from scratch, or settle for a generic template that doesn't work for your organization.
Further enhancing the functionality of the Sales Management Module, this module creates Opportunities (event inquiries) directly from email communications, populating Opportunity details with information from the email body content.
The EventPro API is used to integrate EventPro data with other applications. EventPro’s 2-way API allows information to be exchanged between EventPro and other software, which means that you can both collect data from interfaces other than the EventPro program itself, and send out EventPro data to be displayed in or exported to other applications, such as accounting packages, HR software, electronic display boards, and so on.
Whatever you choose to use it for, the EventPro API provides a flexible, efficient, and personalized way to deliver and gather the EventPro information you want.
Multi-Factor Authentication (MFA): This is an optional security mechanism that requires EventPro Users to provide more than one authentication factor (method of verifying user identity) when logging in. MFA is available for EventPro Cloud Named-Type Users via Cisco Duo.
Single Sign-On (SSO): This is an optional integration with SSO authentication methods via Azure AD, OneLogin, and PING Identity, allowing Users to login with their credentials from your supported authentication services provider. SSO Integration is available for EventPro Cloud Named-Type Users and Cloud EPConnect Named-Type Users.
Active Directory (AD) Integration: This optional integration allows Users to log into EventPro with their accounts already set up in your organization’s user permission management system in Active Directory. AD Integration is available for EventPro On-Prem Users.
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