Top 16 CRMs for Event Agencies: Ranking and Selection

CPAshka - CRM optimized for dropshipping in Ukraine. Automate dropshipper accounting, simplify communication and manage orders more efficiently. A great solution for controlling finances and sales analytics.

Advantages

• Automation of accounting. CPAshka automatically calculates payments to dropshippers, minimizing errors and saving time.
• Convenient management. Easily track orders, customers, and finances in one place, improving work efficiency.
• Sales analytics. Get detailed reports on sales and profits to make informed decisions.
• Integration with platforms. Easily integrate CPAshka with your favorite tools for seamless operation.

Main Parameters

• Event tracking
• Process automation
• Convenient analytics
• Customer base
• Integration with services

LP-CRM - Ukrainian CRM for event agencies! Automate event organization, manage clients and projects in one place. Optimize sales and increase the efficiency of your team with LP-CRM!

Advantages

• Organization of clients. All client data, contacts and communication history in one place. Easy access and quick search.
• Task automation. Reminders, tasks and reports - nothing will be forgotten, everything will be done on time.
• Profit increase. Optimize processes, increase sales and profits of your business.
• Efficiency control. Analyze key indicators, improve results and make informed decisions.

Main Parameters

• Specialization in events
• Process automation
• User-friendly interface
• Personalization of offers
• Analytics and reports

KeepinCRM - a simple CRM for event agencies! Organize clients, tasks, deals, warehouse and finances in one place. Simplify event management and increase profits! The perfect solution for small and medium-sized businesses.

Advantages

• Client base. Store all customer information in one place, from contacts to order history.
• Event organization. Manage tasks, deadlines and resources for each event.
• Financial accounting. Control the budget, expenses and profits from events.
• Performance analysis. Get reports on event success and customer activity.

Main Parameters

• Event automation
• Customer and deal tracking
• Task scheduling
• Financial management
• User-friendly interface

Agile CRM: Combine sales, marketing, and customer service in one system! Specifically for event agencies: effective customer management, marketing automation, and seamless service - all in one interface.

Advantages

• A single platform. Sales, marketing, and customer support management in one place.
• Improved communication. Clear interaction between teams for better results.
• Task automation. Save time and resources by automating routine operations.
• Performance analysis. Get data to make informed decisions and optimize processes.

Main Parameters

• Event automation
• Convenient customer management
• Effective marketing
• Sales optimization
• Data centralization

Capsule CRM - lightweight CRM for event agencies. Organize contacts, manage deals and projects in one place. Simplify event planning and execution, increase sales and improve customer communication!

Advantages

• Organization of contacts. All information about customers and partners in one place, easy access.
• Deal management. Track every stage of the project, from idea to implementation, increase profit.
• Simplified planning. Calendar, tasks, reminders - everything for the perfect organization of events.
• Reporting and analytics. Get clear performance reports, optimize strategies for success.

Main Parameters

• Event automation
• Customer accounting
• Project management
• Reporting on events
• Integration with services

Close - CRM that accelerates sales of event agencies. The focus on calls and email series allows you to effectively attract customers, automate communication and not lose any deals. Optimize your sales process!

Advantages

• Optimization of communications. Integration of calls and email into a single system for a personalized approach to customers.
• Sales growth. More closed deals thanks to a focus on effective sales.
• Automation of routine. Forget about routine tasks, focus on strategy and development.
• Analytics and reports. Track sales performance and improve strategy based on data.

Main Parameters

• **CRM for event agency and events:** Event management
• Customer accounting
• Process automation
• Project reporting
• Integration with calendar

NetHunt CRM: CRM right in Gmail! Organize leads, sales funnels, and automate processes without leaving your familiar email interface. Ideal for event agencies, it allows you to effectively manage clients and projects.

Advantages

• Lead management in Gmail. Manage all contacts and deals directly from your email, without switching between tabs.
• Sales automation. Automate routine tasks such as sending emails and creating reminders.
• Communication personalization. Send targeted offers, increasing customer loyalty and number of orders.
• Reporting and analytics. Get detailed reports on sales and marketing performance to optimize your strategy.

Main Parameters

• Event automation
• Convenient Gmail CRM
• Event sales funnels
• Lead management for events
• Integration with Gmail

Freshworks CRM (Freshsales) - CRM with integrated telephony, email, and AI. Ideal for event agencies: automate communication, manage clients, personalize offers, and don't miss any important details! Organize events more efficiently.

Advantages

• Manage events effectively. Automate sales, track customers, and increase profits.
• Built-in telephony/email. Communicate with customers instantly without leaving the platform.
• AI assistant is always nearby. Optimize work, get personalized tips and reports.
• Analyze results instantly. Make informed decisions based on detailed analytics.

Main Parameters

• Event sales automation
• Integration with event platforms
• Convenient customer management
• Event profitability analysis
• AI assistant for event managers

Streak CRM - a CRM that works directly in your Gmail. Organize clients, projects, and sales for your event agency using custom pipelines and a user-friendly interface without leaving your email. Simplify event planning and coordination!

Advantages

• Gmail-інтеграція. Manage events directly from your email, without switching.
• Event pipelines. Visualize the progress of each event on the board.
• Collaboration. The team sees the status of events and acts in concert.
• Analytics and reporting. Track the success of events and optimize.

Main Parameters

• Event automation
• Streak: CRM in Gmail
• Customer management
• Custom pipelines
• Expense tracking

SuiteCRM - A powerful open-source CRM, ideal for event agencies. Customize it to your needs, automate processes, manage clients and events effectively. Everything under control!

Advantages

• Flexible adaptation. Customize the system to your business needs, without limitations.
• Cost savings. Open-source - no license fees, control over costs.
• Full integration. Unite all data in one place for better coordination.
• Optimized interaction. Increase customer satisfaction through a personalized approach.

Main Parameters

• Event automation
• Customer management made easy
• Flexible CRM for agencies
• SuiteCRM: your success
• Customization to your needs

OneBox OS - CRM/ERP for event agencies: manage all processes in one place! Telephony, warehouse, documents - everything for organizing events of any complexity. Automate work and increase profits with OneBox OS!

Advantages

• All in one place. Event, client, and finance management in a single OneBox OS system.
• Automation of routine. Forget about tables and manual data entry, everything is automated!
• Clear analytics. Track event success, ROI, and key metrics.
• Personalized communication. Effective customer interaction through segmentation and automated mailings.

Main Parameters

• Event automation
• Simple planning
• Customer management
• Reporting and analytics
• Integration with services

Need a CRM for an event agency? monday sales CRM is a flexible solution based on monday.com that will help your sales team organize events and increase profits. Easily adapts to your needs!

Advantages

• Organization of clients. All customer information in one place, easy access and interaction history.
• Deal management. Track every deal from start to close, increase conversion.
• Task automation. Automate routine tasks, save time and increase productivity.
• Reporting and analytics. Get sales reports and analyze data for decision making.

Main Parameters

• Event CRM: Process automation
• CRM for events: Customer management
• monday sales CRM: Integration with monday.com
• CRM for sales: Profit increase
• Flexibility: Adaptation to needs

Microsoft Dynamics 365 Sales - CRM for event agencies that increases sales and improves customer interaction. Deep integration with Microsoft 365 and Copilot automates processes, makes communication more efficient, and helps close more profitable deals.

Advantages

• Integration with Microsoft 365. Convenient work with mail, calendar and other tools in a single system.
• Sales automation. Optimize the sales funnel, increase profits and control communications.
• Artificial intelligence Copilot. Analyze data, predict trends and get personalized recommendations.
• Effective project management. Control budget, resources and project deadlines.

Main Parameters

• Events: Clients
• Budget
• Team
• Reports
• Automation

Apptivo - a suite of business applications with a CRM core, ideal for event agencies. Manage clients, projects, and finances in one place! Simplify event organization with Apptivo.

Advantages

• Data centralization. All information about clients, projects, and events in one place for better control and reporting.
• Collaboration optimization. Shared access to data and tasks for effective teamwork on each event.
• Task automation. Automate routine operations to focus on the creative and strategic aspects of events.
• Sales growth. Apptivo helps attract more clients, track deals, and increase event profitability.

Main Parameters

• Event automation
• Customer organization
• Integration with Apptivo
• User-friendly interface
• Reporting and analytics

Keap (formerly Infusionsoft) - CRM and marketing automation designed for entrepreneurs. It will help event agencies organize their customer base, automate communication and increase sales. An ideal solution for managing events of any scale.

Advantages

• Sales automation. Attract more customers without manual labor, automate the funnel.
• Personalization of communications. Send targeted offers, increase customer loyalty.
• Customer data organization. All customer information in one place for better service.
• Saving time and resources. Focus on strategy, not routine tasks, increase profits.

Main Parameters

• Event automation
• Customer management
• User-friendly interface
• Reporting and analytics
• Integration with services

Odoo CRM is a powerful CRM module that is part of the Odoo ERP ecosystem. Specifically for event agencies: manage clients, sales and event projects in one place. Streamline workflows and increase profits!

Advantages

• All in one place. Manage sales, projects, and finances in a single Odoo system.
• Communication optimization. Store customer communication history, improve service.
• Sales increase. Analyze data, identify effective strategies, and close more deals.
• Automation of routine. Automate reminders, reports, and other repetitive tasks.

Main Parameters

• Event Automation
• Customer management
• Odoo Integration
• Reporting and Analytics
• Sales Support