Platform Overview

Everything you need.
Nothing you don't.

EventWorks brings CRM, booking management, invoicing, and reporting together in one platform purpose-built for UK event businesses.

CRM & Sales

Customer & Sales Management

Track every client relationship from first enquiry to repeat booking. Purpose-built CRM that understands how event businesses actually work.

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Customer & Prospect Tracking

Centralise all customer and prospect data. Store event history, manage contacts, and see who needs what.

Sales Forecasting

Set targets, track pipeline value, and forecast revenue with real-time accuracy.

Tasks & Reminders

Auto-generated event reminders and custom task management that keeps nothing falling through the cracks.

Event Operations

Booking & Diary Management

Your diary is the heart of your business. Manage events, resources, and availability with clarity and confidence.

Diary Management

Multi-view calendars for events, sites, and people. Always know where you need to be.

Resource Management

Assign rooms, equipment, and staff with comprehensive booking tools.

File Storage

All contracts, plans, and documents organised by event or customer.

Finance

Invoicing & Financial Tools

From quoting to invoicing to VAT, handle your event finances without the spreadsheet headaches.

Job Costing & Quoting

Create and send quotes directly from EventWorks, then convert to live jobs.

Invoicing

Professional branded invoices with payment tracking and follow-up reminders.

Purchase Orders

Manage supplier POs with seamless integration to your financial workflows.

Platform

Integrations & Security

Connect EventWorks to the tools you already use, with enterprise-grade security protecting everything.

Zapier

Connect EventWorks to 7,000+ apps. Automate workflows for events, accounts, contacts, and invoices.

Accounting

Sync invoices and payments with Xero, Sage, QuickBooks, FreeAgent, or NetSuite.

HubSpot CRM

Bidirectional sync of contacts, companies, and deals with HubSpot.

MailChimp

Sync your contacts and segments with MailChimp to power your email marketing.

E-Signatures

Send contracts and proposals for electronic signature via Signable.

Data Security

Hosted on SOC 2 and ISO 27001 certified infrastructure. Encrypted connections, regular backups, and granular access controls.

Cloud Access

Access from any device, anywhere. Always available when you need it.

Flexible Permissions

Granular access controls so teams only see what they need.

Custom Fields & Templates

Add custom data fields to events, accounts, and contacts. Create document templates with automatic field population.

Multi-Currency

Quote and invoice in multiple currencies with automatic exchange rate management.

7,000+
Apps via Zapier
50+
Built-In Reports
12+
Years of Development

See how it works for your business.

Book a personalised demo tailored to your setup — agency, venue, or caterer.