Give your guest access to a custom portal to learn more details about their event. Including documents, payments, communication, and more!
Event Milestone Automation
Automate the milestones of your events, with customizable event statuses. Your Events Team will automatically prompt you to send specific emails and documents, and schedule payments and reminders with the click of a button. This ensures your sales team does the right thing at the right time, so no details are missed and no mistakes are made.
Customer Relationship Management (CRM)
Maintain a rich customer database for accounts and contacts including spend history; correspondence including e-mails and phone conversations to help prospect future business.
Online Inquiry Processing
Let guests submit inquiry requests through your website that are automatically traced in Your Events Team for follow-up. Create unlimited inquiry portals with custom fields, and easily track your inquiry source.
Custom Correspondence
Create professional, personalized emails with custom fields that automatically insert desired contact, event, and other fields.
Automatic Document Creation
Instantly produce branded and customized documents like proposals, contracts, event orders, invoices, etc. Custom templates automatically insert price, menu, contact and other event information.
E-Signature Integration
Seamlessly embed electronic signature fields into documents. Customer signatures are captured and are legally binding. Signed documents are stored Your Events Team and can be shared with all parties via documents links.
E-Payment Capability
Process payments and automatically apply a payment to an event through the security of Your Events Team’s PCI compliant e-payment integration with STRIPE.
Integrated E-mail
Send e-mails instantly with generated payment and document links. Correspondence is logged and traced in Your Events Team and delivered to your mail client.
Automated Reminders
Generate customized, automated to-do lists that appear on the salespersons dashboard, and are automatically closed upon completion of the task.
Event Reporting
Access customizable reports including event information, food and beverage details, payments, accounts, contacts, and more!