Holding an event is one of the best ways to connect with new leads and current customers. It helps you (or your event client, if you’re a professional event planner) generate credibility and trust, build client relationships, and—sooner or later—make more sales. 💰
Yet event marketing requires considerable time and effort. There’s data to manage, logistics to organize, and the all-important interaction with clients before, during, and after the event.
For event marketing and planning, a strong customer relationship management (CRM) system is essential to deliver the best attendee experience and maximize event opportunities.
Let’s find out how event management software supports you through the planning process. We’ll also suggest some of the best event management software options available today—because whether you’re running a virtual conference, an in-person event, or a hybrid event with both virtual and live elements, marketing automation is your good friend. 🪄
11 Best Event Management CRM
- How to Use a CRM for Event Management
- Best Event Management CRM at a Glance
- 11 Best Event Management Software CRM
- 1. ClickUp (Best for running the entire event from one smart workspace)
- 2. HubSpot CRM (Best for turning signups into sales with built-in marketing power)
- 3. Cvent – Best for running large-scale conferences with full-service event logistics
- 4. Planning Pod (Best for professional planners handling clients, venues, and vendors)
- 5. EventHub (Best for managing expos and trade shows with sponsor and exhibitor tools)
- 6. EventMobi (Best for creating engaging hybrid and virtual events with branded apps)
- 7. Monday (Best for planning team-led events with simple, visual task tracking)
- 8. Glue Up (Best for nonprofits and associations hosting recurring member events)
- 9. Stova (Best for enterprise-level events with custom workflows and deep integrations)
- 10. Zoho CRM (Best for Zoho users organizing events with built-in lead capture and automation)
- 11. Bitrix24 (Best for small teams needing an affordable CRM and event planning toolkit)
- Deliver Flawless Events with the Right CRM at Your Side
Summarize this article for me pleaseHow to Use a CRM for Event Management
A basic CRM system does just what it says on the box. A CRM platform manages your relationships with clients by keeping track of their contact information, their requirements, and any interactions you’ve had with them. 🙋♀️
A CRM platform for event planners takes that to the next level. Sure, it keeps track of your client information, but it also makes it easy to do so much more. For example:
- Take advantage of event management tools like event planning templates to make sure you’ve thought of everything from event registration to follow-up communications
- Manage your service providers, so you know exactly who’s responsible for what
- Use built-in communication tools to run personalized email marketing campaigns, creating attendee engagement upfront
- Monitor event registration so your event planner or marketing team can adjust your campaign if need be
- Label VIPs, new or loyal customers, and other key participants so you know how to deal with them
- Keep track of when event attendees check in on the day, using a mobile app that updates all your information in real-time
- Follow up after the event directly from your CRM software to build on your success
Essentially, the best event management platforms support you through the entire event project management process.
Benefits of CRM event management tools
An excellent event management platform simplifies client and event planning, saving event organizers time and effort in many ways.
For example:
- Segment your customers to get a clear view of your audience and plan targeted email or social media campaigns
- Centralize supplier details to make sourcing the best vendors faster and easier
- Use pre-built formats like itinerary templates and conference agenda templates to customize the sequence of events
- Track attendance in real time to simplify day-of event management
- Streamline your event workflow by integrating with other tools in your tech stack, like task management systems
- Collect post-event stats like ticket sales versus attendance, and use surveys to gather feedback for future improvements
- Store all client information in one place to equip your sales team for effective post-event follow-ups
Summarize this article for me pleaseBest Event Management CRM at a Glance
| Tool | Best Feature | Primary Use Case | Pricing* |
|---|---|---|---|
| ClickUp | All-in-one event workspace with CRM, AI, tasks, and docs | Teams managing large or complex events across planning, marketing, and follow-up | Free forever; Customization available for enterprises |
| HubSpot CRM | CRM + marketing automation with form builder and email templates | Marketing and sales teams focused on turning attendees into customers | Free CRM; Paid plans from $9/user/month |
| Cvent | Full-service event logistics for virtual and in-person events | Enterprises running large-scale conferences and corporate events | Contact for pricing |
| Planning Pod | Client and vendor tracking with venue diagrams and task checklists | Event planners managing venues, vendors, and B2B clients | Plans from $59/month (billed annually) |
| EventHub | Sponsorship and exhibitor management with marketplace tools | Organizers of expos, trade shows, and vendor-led in-person events | Contact for pricing |
| EventMobi | Engagement-first CRM with mobile apps and gamification | Planners of virtual and hybrid events prioritizing user interaction | Custom pricing |
| Monday | Visual-first project tracking with custom workflows | Small-to-midsize teams managing internal or client events collaboratively | Free; Paid plans from $12/user/month |
| Glue Up | Nonprofit CRM with membership, events, and engagement tools | Associations and nonprofits running recurring member-driven events | Contact for pricing |
| Stova | Enterprise-grade CRM with logistics, templates, and integrations | Large teams planning global or multi-city corporate events | Contact for pricing |
| Zoho CRM | Sales-focused CRM with automation and event tagging | Zoho users managing sales-led events or internal campaigns | Free; Paid plans from $20/user/month |
| Bitrix24 | CRM with 360° contact profiles, calendars, and marketing tools | Budget-conscious small businesses needing CRM + event tracking | Free; Paid plans from $61/month |
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Summarize this article for me please11 Best Event Management Software CRM
The right event CRM doesn’t just store contacts—it drives engagement, streamlines planning, and helps you get more out of every interaction. Whether you’re organizing virtual events or live experiences, this guide will help you choose a platform that fits your goals and your team.
Your goal is simple: save time, reduce effort, and deliver an exceptional event experience for everyone involved.
With that in mind, here are our 11 best recommendations. 🏆
1. ClickUp (Best for running the entire event from one smart workspace)
ClickUp isn’t just a task manager—it’s a fully customizable everything app for work that adapts to your event planning needs. With built-in CRM capabilities, project timelines, automation, and collaboration tools, ClickUp is an ideal solution for event organizers who want to consolidate multiple tools into one intelligent platform.
ClickUp helps you manage event workflows, guest communications, vendor coordination, and stakeholder reporting in a single workspace. ClickUp’s flexibility makes it a top pick for operationally complex events, from planning trade shows and webinars to executing multi-day conferences.
ClickUp CRM + AI = smarter event execution
The ClickUp CRM is especially valuable for small businesses or lean teams that need a robust yet affordable solution. Start with a flexible CRM template and tailor your workspace to track everything from pipeline stages and client contacts to vendor budgets, timelines, and deliverables.
But what makes ClickUp truly unique for event management is ClickUp Brain—an integrated AI assistant that helps you offload busywork and make smarter decisions at every stage.
Here’s how ClickUp Brain powers your event planning:
- Generate proposals or recaps with the right tone and formatting—fast
- Summarize lengthy planning docs and vendor threads instantly into bite-sized insights
- Draft follow-up emails, event agendas, or speaker bios using simple prompts
- Automate repetitive tasks like setting reminders, assigning work, or sending updates
You can also use ClickUp Brain Max for real-time talk-to-text capabilities during live meetings, venue walkthroughs, or brainstorming sessions—perfect for converting speech into structured action items or recaps.
💡 Pro Tip: Use the ClickUp AI Notetaker during vendor calls, internal syncs, or live planning meetings to automatically capture notes, generate summaries, and convert insights into actionable tasks. No need to scribble mid-convo—just focus, and let the AI handle the rest.
Event templates to kickstart planning
No more starting from scratch—ClickUp’s event CRM templates help you get moving in minutes. Choose a quick-start brief to align stakeholders early, or a full-featured event workspace to manage execution from A to Z.
🎪 ClickUp Event Management Template
A robust, end-to-end event planning system inside ClickUp—ideal for managing multi-track events, vendors, deadlines, and execution teams.
⭐ What you can do with this template:
- Organize pre, during, and post-event phases in one workspace
- Assign tasks, set due dates, and track dependencies visually
- Use views like Timeline, Gantt, and Calendar to stay on top of scheduling
- Monitor budgets, logistics, vendor communications, and more, all in one place
- Customize with automation, Forms, Docs, and ClickUp Brain for faster workflows
The ClickUp Event Brief Template lets you capture key event details in one place—perfect for internal kickoffs, client approvals, and early planning. Define the event’s purpose, audience, and messaging, align teams with a shared overview, and evolve the strategy as your event takes shape.
🧾 Automate more with ClickUp Forms
ClickUp Forms are your secret weapon for handling high-volume event inputs without chaos:
Here’s what you can handle effortlessly with ClickUp Forms:
- Attendee registration and RSVP collection
- Vendor proposals and side-by-side comparisons
- Consent forms and terms & conditions
- Post-event surveys and feedback collection
💡 Pro Tip: Use ClickUp Automations to instantly tag, assign, and follow up on vendor responses or session feedback—no manual sorting required.
📊 Stay on top with ClickUp Dashboards
ClickUp Dashboards let you monitor event progress at a glance—from budgets and timelines to ticket sales and follow-ups. Build fully customized reports for your internal team, leadership, or clients to keep everyone aligned.
💡 Pro Tip: Combine ClickUp Dashboards with ClickUp Goals to track RSVP targets, sponsorship revenue, or on-time delivery metrics.
ClickUp best features
- Stay on schedule and reduce delays by using ClickUp Tasks, subtasks, and dependencies to break large event plans—like venue booking, catering, and speaker outreach—into manageable action items
- Collaborate securely with vendors, clients, and sponsors by setting granular guest permissions and sharing only what they need to see
- Never miss a deadline or milestone with ClickUp Reminders and ClickUp Automations that keep you and your team notified at the right time
- Ensure flawless execution on event day by assigning roles and using ClickUp Task Checklists to track setup tasks, run-of-show items, and team responsibilities
- Streamline team communication with ClickUp Chat, keeping all vendor updates, task discussions, and last-minute decisions in one centralized thread
- Stay connected on the go with the ClickUp Mobile App, giving you full access to your workspace during setup, rehearsals, or live execution
- Accelerate post-event sales workflows by integrating ClickUp with Salesforce, so your sales team can immediately follow up with warm leads captured during the event
ClickUp limitations
- ClickUp’s robust features may come with a learning curve for new users
- The mobile app covers most essentials, but some advanced tools are best on a desktop
ClickUp pricing
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews
- G2: 4.7/5 (8,700+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
📮ClickUp Insight: 92% of knowledge workers risk losing important decisions scattered across chat, email, and spreadsheets. Without a unified system for capturing and tracking decisions, critical business insights get lost in the digital noise.
With ClickUp’s Task Management capabilities, you never have to worry about this. Create tasks from chat, task comments, docs, and emails with a single click!
2. HubSpot CRM (Best for turning signups into sales with built-in marketing power)
Although not a dedicated event management solution, HubSpot’s CRM offers loads of features designed to help attendees and drive more sales. You can use HubSpot’s form builder to embed website registration forms, while all signup contact details will automatically port over to the CRM, for example.
HubSpot’s payment links also let you collect payments right within the platform. Plus, the CRM includes all the features you would expect out of a sales solution — deal, contact, and pipeline management, sales forecasting, omnichannel customer communication, and more.
HubSpot CRM best features:
- Access 4,800+ apps via HubSpot AppMarketplace—integrations with Eventbrite and Cvent included
- The CRM integrates with other platforms in the HubSpot ecosystem, perfect for unifying sales, customer service, and marketing data
- Includes an email template builder with analytics to keep attendees engaged and updated with the latest news and events
- Free CRM tool available
HubSpot CRM limitations:
- Not a dedicated event management tool, so customizing it to your needs can take a while
- Steep gaps between paid plans may make scalability an issue
HubSpot CRM pricing:
- Free CRM tool available
- Sales Hub Starter: $9/month per agent
- Sales Hub Professional: $90/month per agent
- Sales Hub Enterprise: $150/month per agent
HubSpot CRM rating and reviews
- G2: 4.4/5 (12,000+ reviews)
- Capterra: 4.5/5 (4,000+ reviews)
3. Cvent – Best for running large-scale conferences with full-service event logistics
Cvent is a dedicated event management platform that automates everything from searching for a venue and planning your timeline to registering attendees and tracking return on investment (ROI). It can be used for large-scale in-person conferences, small workshops, virtual events like webinars, and everything in between.
With a strong focus on attendee and client engagement, the system helps you create a branded website and personalize all your marketing. You can also manage requests and approvals on the platform, interact with vendors, track your budget, and report back to your stakeholders.
Cvent best features
- Plan and promote your event right from the platform
- Get access to a global network of venues and vendors
- Collaborate with your team while on the go via the mobile app
- Check in attendees from the platform and print badges as you need them
- Use Cvent for multiple events at the same time
- Customer support operates 24/7, so it’s always available if you need it
Cvent limitations
- Some users feel that the platform is relatively expensive and would prefer a cheaper package option
- It’s a very complex system and can be a little overwhelming if you’re not very tech-savvy
Cvent pricing
- Contact for pricing
Cvent ratings and reviews
- G2: 4.3/5 (1,700+ reviews)
- Capterra: 4.4/5 (900+ reviews)
4. Planning Pod (Best for professional planners handling clients, venues, and vendors)
Planning Pod is a customer relationship management tool for professional event planners and venue or vendor management teams. It helps you build an event webpage and set up checklists, itineraries, and project tasks, and it even has built-in online registration forms.
This event management software takes contact management to the next level, allowing you to see which events your customers are attending, any associated documents, and their invoices, among other things. Once a lead is in the system, you can manage their sales pipeline, set meetings, and personalize communication. 📤
Planning Pod best features
- Streamline communication through its integration with email and social media platforms
- Embed a customizable web form on your website to capture leads
- Use the system to design your floor plan and seating arrangements
- Take online payments through the platform
Planning Pod limitations
- It’s not always easy for event planners to quickly find the information they need within a system
- The event website component isn’t very customizable, so you’re limited in what you can do
Planning Pod pricing
- Custom pricing
Planning Pod ratings and reviews
- Not enough reviews
5. EventHub (Best for managing expos and trade shows with sponsor and exhibitor tools)
EventHub is a management platform for live event organizers and a marketplace for vendors, exhibitors, and sponsors looking for partnership opportunities.
This event management customer relationship management solution offers a range of digital applications, including a documentation system that allows for electronic signatures, live floor plans that help with event layout design, and online payment functionality.
It gives you a central view of operations via a user-friendly dashboard. The system is customizable and scalable, so you can set it up to meet your business’s needs.
EventHub best features
- Group your tasks by date or priority using custom filters
- Find vendors and exhibitors, and manage all communication with them through the platform
- Schedule real-time batch updates and notification pushes so everyone involved is always up to date
- Access your event information from anywhere, as the whole system is cloud-based 🌥️
EventHub limitations
- It’s designed primarily for in-person events rather than virtual events
- The mobile app could do with some further improvements
EventHub pricing
- Custom pricing
EventHub ratings and reviews
- G2: 4.7/5 (3,997 reviews)
- Capterra: 3.8/5 (130 reviews)
6. EventMobi (Best for creating engaging hybrid and virtual events with branded apps)
EventMobi is an end-to-end event planning platform focused on boosting attendee engagement.
It walks you through creating an event marketing website and email invitations with customizable branding. And if your event is virtual, you can apply the same branding to your virtual event space.
Attendees can register online, and then you can check them in via the EventMobi platform at the event. A customized mobile event app helps your guests find their way around and keeps them engaged with functionality like gamification and polls, rewarding them for their engagement.
The customer relationship management tool also helps them network with other attendees, exhibitors, and sponsors, and even set up meetings in person or online. 🤝
EventMobi best features
- Manage in-person, virtual, or hybrid events from the EventMobi platform
- Create custom lists of event tasks based on location and priority
- Track all your stats in real-time from a central dashboard, which also makes reporting on your ROI simple
- Use Zapier to create application programming interface (API) connections for integrations with other parts of your tech stack
- This CRM for event planners is available in 23 languages
EventMobi limitations
- Some users find the design options a little limited, for example, the choice of fonts and widgets
- The advanced settings that allow for more customization can take time to understand
EventMobi pricing
- Custom pricing
EventMobi ratings and reviews
- G2: 4.6/5 (240+ reviews)
- Capterra: 4.7/5 (80+ reviews)
7. Monday (Best for planning team-led events with simple, visual task tracking)
Monday is designed to help you plan for all types of events, from small internal get-togethers and networking meetups to large conferences and online events. 👪
Use the platform to collaborate with your team, other teams, and vendors during the planning and event phases. Plan your promotions and manage your marketing materials, then integrate them with social media to create excitement around the event.
Register your attendees using customizable forms that feed into your workflow. Then, send out welcome messages, create and manage tasks, and monitor the event in real time.
Monday best features
- Offers a simple and intuitive user experience
- Simplifies task management and collaboration to streamline workflows
- Updates in real time to keep everyone aligned throughout the process
- Runs on the cloud and scales easily for teams of any size
Monday limitations
- It’s a project management tool that helps you plan and coordinate the event, but it doesn’t allow event planners to book clients or get paid through the system
- Some users feel that the dashboard should be more customizable for their needs
Monday pricing
- Free
- Basic: $12/user/month
- Standard: $14/user/month
- Pro: $24/user/month
- Enterprise: Custom pricing
Monday ratings and reviews
- G2: 4.7/5 (13,650+ reviews)
- Capterra: 4.6/5 (5,800+ reviews)
8. Glue Up (Best for nonprofits and associations hosting recurring member events)
Glue Up is a CRM solution for managing engagement within nonprofit organizations and communities. It offers a digital platform to help you understand your members, manage membership processes, and connect and build relationships.
Running offline or online events for members or potential members is simple, as the platform streamlines your workflow. You can create event pages, offer different pricing levels for members and nonmembers, and choose payment options.
Attendees can then register and pay online, and you can use the built-in ticket scanner to check them in if the event is live. 📱
Glue Up best features
- Generate buzz around your event and grow your membership with drag-and-drop email campaigns
- Sign up new members with customizable digital application forms, which also add them directly to your membership database
- Send an automatic email reminder via the system when membership fees are due
- Set up and measure your event key performance indicators on the system
Glue Up limitations
- This CRM platform is quite complex, with many features, which means there’s a learning curve
- Some users find Glue Up a little expensive, especially for small organizations and nonprofits
Glue Up pricing
- Contact for pricing
Glue Up ratings and reviews
- G2: 4.6/5 (120+ reviews)
- Capterra: 4.5/5 (160+ reviews)
9. Stova (Best for enterprise-level events with custom workflows and deep integrations)
Aventri, now part of Stova, is a highly flexible and scalable event management CRM built to support organizations and planners of all sizes.
From coordinating event planning meetings to managing venue bookings, vendor bids, and budgets, the Stova platform brings every aspect of your workflow into one centralized system. You can access ready-made templates to quickly build event websites and create reusable email templates to streamline communications.
The attendee registration process integrates seamlessly with travel and hotel bookings, while the system also supports printing badges, invitations, and certificates—all in one place. 📃
With all your event data centralized, monitoring performance and generating custom reports becomes effortless.
Stova best features
- Collaborate with all your planning teams via the Stova system
- Leverage advertising and sponsorship with management tools and a mobile app that shares sponsored content with attendees
- Integrate with other useful software solutions, like Salesforce or Marketo, using built-in APIs
Stova limitations
- Pricing is geared toward high-end users, making it less accessible for smaller teams or solo planners
- Many features are add-ons, and figuring out exactly what you need can quickly become overwhelming
Stova pricing
- Contact for pricing
Stova ratings and reviews
- G2: 4.3/5 (190+ reviews)
- Capterra: 4.4/5 (30+ reviews)
10. Zoho CRM (Best for Zoho users organizing events with built-in lead capture and automation)
Zoho’s CRM solution is part of the broader Zoho ecosystem and is well-suited for event planning. It allows you to keep track of several different events, all in one place.
Use custom criteria to create a list of targeted contacts from your existing database and mail them directly from the platform. You can set up automated responses so that when those contacts sign up to attend, they receive confirmation and follow-up emails to keep the conversation going. 📨
During the event, a scanner app that can read 17 languages gathers data directly from business cards. New leads from the event are then automatically added to the database—with a tag for that event—to grow your audience.
Zoho CRM best features
- Monitor social media mentions by attendees so you can see your reach and respond to posts directly
- Filter all your data to analyze and report on the information you need
- Gauge the success of your event by measuring the sales that come from your new leads
Zoho CRM limitations
- The user interface can seem complicated when you first start using it
- Some users have complained that the customer support team isn’t effective in solving their issues
Zoho CRM pricing
- Free
- Standard: $20/user/month
- Professional: $35/user/month
- Enterprise: $50/user/month
- Ultimate: $65/user/month
Zoho CRM ratings and reviews
- G2: 4.1/5 (2,800+ reviews)
- Capterra: 4.3/5 (6,900+ reviews)
11. Bitrix24 (Best for small teams needing an affordable CRM and event planning toolkit)
Bitrix24 is a CRM for event planners and managers, and it can be used for online or hybrid events. Project management tools and shared calendars help you plan and organize your logistics. 🗓️
Once you’re ready, you can connect with existing contacts in your database or gather data on potential new leads who might like to attend your events. It also lets you manage your vendors, storing information on their services and rates.
Marketing tools make it easy to connect with your contacts via email or phone. The 360-degree contact profile view gives you detailed insight into each customer’s relationship history, adding depth to your engagement.
Bitrix24 best features
- Take advantage of the unlimited number of records allowed—with multiple Custom Fields—on their cloud-based CRM
- Import or export CRM data from or to an Excel or CSV file as needed
- Use the Bitrix platform via a browser or as an app on your desktop, iOS, or Android mobile device
Bitrix24 limitations
- There’s a steep learning curve for new users, and it can take some time to get comfortable with the system
- The user interface is quite complicated and isn’t very intuitive
Bitrix24 pricing
- Free
- Basic: $61/month
- Standard: $124/month
- Professional: $249/month
- Enterprise: $499/month
Bitrix24 ratings and reviews
- G2: 4.2/5 (500+ reviews)
- Capterra: 4.2/5 (900+ reviews)
Summarize this article for me pleaseDeliver Flawless Events with the Right CRM at Your Side
Planning an event requires more than a checklist—precise coordination, streamlined processes, and strong team collaboration. From logistics and registration to check-ins and post-event follow-ups, every step matters.
That’s where event management CRMs come in. They automate the busywork, reduce errors, and free up your time to focus on what counts: generating leads, building relationships, and closing sales. 📈
ClickUp gives you everything you need to manage events—from kickoff to follow-up—all in one place. Plan faster, stay on track, and impress your attendees with a seamless experience.
👉 Sign up for free and start planning your next event the smarter way.
Everything you need to stay organized and get work done.
