CRM Solution for Event Planners

Successful events are pulled off through attention to detail and an ability to respond effectively to changes in the plan. A huge part of that is having a streamlined communication process. Enter Prophet CRM, the first and best Outlook CRM. With its robust contact management system, automated follow-up features, and analytics, it offers a holistic package that can help event planners stay on top. On top of that, Prophet is fully integrated into the Outlook client, giving its users a familiar and intuitive environment to manage their communications. Here are some of the features that we are most proud of:

Contact Management

Centralizes and Syncs your Contacts across all devices

Automatically Tracks all Emails, Appointments and Tasks

Multi-Tier Parent Child Company relationships

For Event Planners, your work centers around coordinating with people from a variety of venues, organizations, and clients. Prophet can help you do this more efficiently by centralizing your contacts and attaching important files to each one. This way you always know who you are dealing with and how much work still needs to be done.

 

Client Pipeline Management

Lead Management

Website Lead Form Integration

Automated Follow Up

As more and more people enter your network, it can become cumbersome to manually manage every interaction. However, with Prophet’s pipeline management, you can automate lead follow-up and even generate forms. Cut down on time spent doing repetitive tasks and focus on what you do best.

 

Reporting and Analytics

Graphical Dashboards

Report Writer

Easy Export to Excel

One of the most elusive but promising aspects of a successful CRM is analytics. A CRM is not only a tool meant to improve your daily processes but also a tool meant to define and clarify your marketing strategy. In Prophet, you can quickly see where your efforts are performing well and what needs work through dashboards and reports. Export them to Excel with a few simple clicks and integrate this crucial data into your decision-making!   Overall, we are confident that our Outlook CRM is a great fit for accountants from any sector. What matters is an easy-to-use but powerful tool that serves as your backline for organization and bookkeeping. With our robust and proactive support team, we hope to have the chance to work with you and your team. Thank you.