Customer & Sales Management
Track every client relationship from first enquiry to repeat booking. A CRM built for how event businesses actually work — not shoehorned from generic sales software.
Hierarchical Accounts
Organise clients, suppliers, and venues with parent-child relationships. See the full picture at a glance.
Sales Pipeline
Track every opportunity from enquiry to contract. Set targets, forecast revenue, and see where deals stand.
Contact Management
Store every contact against their account with role, phone, email, and full interaction history.
Activity Tracking
Automatic audit trail on every record. See who changed what and when, across events, accounts, and contacts.
Built for Event Businesses
Generic CRMs make you adapt your workflow to fit their model. EventWorks works the way event agencies, venues, and caterers already think — accounts have events, events have costs, and everything links together.
Accounts That Reflect Your Real Relationships
Accounts in EventWorks aren’t flat contact cards. They support hierarchical parent-child relationships, so you can model how your clients are actually structured — a hotel group with individual properties, an agency with regional offices, or a corporate client with multiple departments.
Each account can be categorised as a client, supplier, venue, or any combination. Custom fields let you capture whatever data matters to your business — contract renewal dates, preferred payment terms, dietary requirements for catering clients — without waiting for us to build it.
Sales Pipeline & Forecasting
Every enquiry enters your pipeline with a value and probability. Sales managers can set targets per salesperson and track progress in real time. The pipeline view shows you expected revenue by month, so you can see what’s coming and where the gaps are.
Quotes convert to events with a single click, carrying all costs, contacts, and notes forward. Nothing gets re-keyed.
Contact Management
Contacts sit against accounts with their role, direct phone, email, and any custom fields you’ve configured. When you’re building an event, you can pull in the right contacts without hunting through spreadsheets.
The full interaction history — events they’ve been involved in, quotes they’ve received, invoices sent — is all visible from the contact record.
Tasks & Reminders
Every event automatically generates tasks based on its status and timeline. Your team also creates ad-hoc tasks for follow-ups, site visits, or anything else that needs tracking. Tasks can be assigned to individuals, given due dates, and monitored from a central task list.
Tagging & Segmentation
Tags can be applied across accounts, contacts, and events for flexible categorisation. Use them for marketing segments, client tiers, event types, or however your business thinks about its data. Tags are searchable and filterable across the platform.
HubSpot Integration
For teams already using HubSpot, EventWorks offers full bidirectional sync. Contacts, companies, and deals flow both ways with configurable field mapping. Deal stages in HubSpot map to event statuses in EventWorks, so your sales and operations teams stay aligned without duplicate data entry.
Reporting
Over 50 built-in reports cover every angle of your CRM data — account activity, sales performance, pipeline forecasts, conversion rates, and more. Every report supports filtering, date ranges, and export to PDF, Excel, or CSV. Reports can be scheduled for automatic email delivery to stakeholders.