How event planners operate
Event planners manage client relationships, vendor coordination, and run-of-show logistics across 10-20 vendors per event. Venue operators manage bookings, contracts, and on-property events. Most use HoneyBook, Aisle Planner, or venue-specific tools.
Common challenges we see
- Inquiry response time kills conversion against competing planners
- Vendor coordination happens across email and spreadsheets
- Run-of-show documents get stale during event week
- Multi-event timelines overlap without unified visibility
- Post-event follow-up for repeat business is inconsistent
How KamoCRM applies to Event Planners & Venues
KamoCRM centralizes client and vendor relationships. Documents hold proposals, contracts, and timelines. Stripe handles deposits. The AI assistant answers client FAQs from your knowledge base.
What's included in every KamoCRM deployment
Every industry gets the same platform. This is what is actually built today.
CRM & Sales
The relationship core, adaptable to your deal flow.
- Leads, contacts, and account management
- Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
- Imports, exports, and de-duplication
- Sales analytics and lead reporting
Communications
Calls, video, messaging, email — unified on customer records.
- RingCentral integration for business phone and SMS
- Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
- Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
- Real-time team messaging with presence
- Calendar sync via CalDAV
Email Marketing
Campaigns and drips that read straight from your CRM, unlimited on Business and Enterprise.
- Broadcast campaigns to leads, accounts, applications or an uploaded list, with merge fields and scheduling
- Automated drips with 14 triggers, send windows in each contact's time zone, and open and click conditions
- Sending domain setup with live DNS checks, DKIM signing and a 14-day warm-up
- Bounce, complaint and unsubscribe handling, with one-click unsubscribe on every email
Documents & Knowledge
Work together on documents, capture institutional knowledge, and put AI on top.
- Real-time collaborative document editing
- Secure file storage (MinIO) and media library
- Knowledge base with approval workflows
- Version control and history
AI
An assistant grounded in your knowledge base, not a generic chatbot.
- AI chat assistant
- RAG-powered semantic search across your knowledge base and data
- Predictive insights and recommendations
Admin, White-Label & Security
Multi-tenant from day one, with your brand on every surface.
- Multi-tenant organizations with department and team management
- Role-based access control (RBAC)
- Single sign-on: Google, Microsoft, Apple
- Full white-label branding (logo, colors, domains, email)
- Per-organization feature toggles
- End-to-end encryption on video and data at rest
- SOC 2 and GDPR aligned; 99.9% uptime SLA
- Kubernetes-native (RKE2) on YugabyteDB
Billing & Commerce
Billing for customers who resell or charge through the platform.
- Stripe billing integration
- Subscription and one-time charge handling
- Commerce and market pipelines
Follow-Up That Runs Itself
Welcome new leads, follow up after a click and send birthday notes automatically. Email campaigns and drips are unlimited on Business and Enterprise.
- Unlimited contacts
- Unlimited sends
- Drips with 14 triggers
Industry-specific features for event planners, available by request
None of these are built today. You can vote on them, sponsor the work, or have one built for your deployment alone.
- Vendor management hub with performance tracking
- Run-of-show timeline with mobile vendor access
- Venue availability calendar
- Multi-payment schedule billing (deposit / secondary / final)
- Post-event referral capture
- HoneyBook / Aisle Planner migration tooling
Questions about KamoCRM for event planners
KamoCRM for related industries
Integrations event planners rely on
See KamoCRM for Event Planners & Venues
Start free on the unified platform. Request the industry-specific features you need on top.
Services
Need it built, not just licensed?
We build the applications, websites and campaigns as well as the platform. Same team, same standards, quoted after we understand what you actually need.