How to customize a CRM to become a more organized and efficient event planner

As an event planner, you want to spend the majority of your time planning amazing events and finding new clients, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.

There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as an event planner.

Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as an event planner and make your CRM work for you.

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Imports and exports
Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As an event planner, it will be especially important to collect information highlighting exactly what your client is looking for in an event.

  • 🎈Event Type (dropdown field to store information on the type of event your client wants such as a wedding, birthday party, and more)
  • 💰Budget (currency field to track your client’s budget for their event)
  • 🥗Dietary Restrictions (textbox to list any dietary restrictions your clients have)
  • 🗓️Event Date (date field to keep track of the date of the event you’re planning)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.

As an event planner, you can use a pipeline to track your entire process. From the first moment a prospective client reaches out to you about an exciting event to when you’re celebrating the end of another successful event—store all of that information in your pipeline. Take a look at an example pipeline for event planners below.

Active statuses

Initial Inquiry
Event Details
Proposal Sent
Contract Signed
Event Planning
Event Execution

Closed statuses

Event Completed
On Hold
Not Interested
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As an event planner, groups will help you easily track the people who make your events the best they can be. Take a look at a couple example groups that are perfect for event planners below.

  • 🛒Vendors
  • 🌇Venues
  • 🎤Performers
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

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