Independent Modules

Sales Management Module

Provides you with an effective, time-saving way to track leads & opportunities, and easily convert them into clients with bookings.

EventPro’s Sales Management Module allows you to collect all the details you need for opportunities (potential events) and leads (prospective clients), without interfering with your actual event calendar or CRM records. With the addition of EventPro’s optional EPConnect Website Integration Suite, you can even collect enquiries online; data entered online by inquiring individuals will be automatically pulled into the Sales Management area of your EventPro application.

You can create detailed event quotes, including information about locations, catering, beverages, resources, staffing, packages, and much more. These specialized quotes allow you to determine pricing and availability without affecting real utilization or financial numbers until quotes are approved. Quote revisions build on existing quotes, so you can easily provide multiple options.

Quotes can be emailed to clients directly from EventPro. With the addition of EventPro’s optional Electronic Signature Module, you could get approval signatures back even faster through online signing. Once a client approves an event quote, EventPro’s conversion process helps you easily turn the quote into an event, automatically transferring all of the information into the new booking.

Use your customized categorization system to specify the source, probability, value, rating, and status for potential bookings. By analyzing reports of key data you recorded for enquiries, you can determine the factors that lead to success and failure, and use that information to build a more successful sales strategy.

Housing Module

Make reservations, attach them to events, manage check-in & check out, and bill attendees with the Housing Module.

User Defined Fields Module

While the various data fields in EventPro have been designed to meet the needs of most event planners & venue managers, you may find that you need to record additional information unique to your organization. With this module you can create your own data fields to ensure that you are never limited in the type of information you can record in EventPro.

Electronic Signature Module

EventPro’s Electronic Signature Module allows you to accept electronic signatures on documents that have been sent directly from EventPro, or presented in person on a mobile device/computer.

EventPro’s Electronic Signature Module supports the following electronic signature providers:

• Docusign (requires valid Docusign account): As one of the leading eSignature brands, Docusign uses the strongest data encryption technologies available and is trusted worldwide for all your signing needs.
• Adobe Sign (requires valid Adobe Sign account): Adobe’s e-signature solution is trusted by companies around the world, from small businesses to global enterprises.

Electronic signing streamlines the approval process for agreements, contracts, and any other documents requiring signatures. Going paperless is simply good business: reducing wasteful practices means reducing unnecessary costs to you, your clients, and the environment. Eliminating the time-consuming process of printing, signing, and scanning means that documents can be signed from anywhere - no more waiting for your recipient to be at their desk.

After your recipient completes the signing process in the applicable electronic signature service provider, the document's status in EventPro is updated, and a PDF copy of the signed document is downloaded into EventPro.

You can incorporate electronic signing into your existing EventPro documents, choosing where the signatures, initials, and other specialized fields should be. You don't have to re-build your documents from scratch, or settle for a generic template that doesn't work for your organization.