A Unified Platform for Event Planners and Venues

CRM, calls, email, documents, and AI. Vendor management, event timelines, and venue booking are available through our feature request system.

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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.

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  • 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.

Ni nini kinachojumuishwa katika kila operesheni ya KamoCRM

Mamlaka ya jukwaa moja kila sekta. Chini ni kile kilichojengwa leo.

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

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
Maombi ya kuomba

Industry-specific features for event planners — available via request

Haya mambo hayakujengwa leo. Mfumo wetu wa ombi la kipengele unakuwezesha kupiga kura juu ya vipaumbele, maendeleo ya desturi ya mdhamini, au kuwafanya kujengwa kwa kupelekwa kwako.

  • 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
Kujifunza kuhusu maombi ya kipengele

Questions about KamoCRM for event planners

Does KamoCRM replace HoneyBook or Aisle Planner?
For the core client CRM, communications, and AI layer, yes. Event-specific features (vendor hub, run-of-show) are requestable modules.
What about vendor coordination?
Custom contact types model vendors today. A dedicated vendor hub with performance tracking is requestable.
How are event day timelines handled?
Documents and shared calendars work today. A live run-of-show with mobile vendor access is a top feature request.
Does it handle venue operations?
Custom pipelines model bookings. Dedicated venue availability calendars with buffer/turnover logic are requestable.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, Stripe, white-label. Requestable: vendor hub, run-of-show, venue calendar, multi-payment billing.

KamoCRM for related industries

Hotels & HospitalityA unified guest platform for independent hotelsRestaurantsA unified guest platform for independent restaurantsWedding PlannersA unified platform for wedding planners
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Integrations event planners rely on

See KamoCRM for Event Planners & Venues

Kuanza bure kwenye jukwaa la umoja. Tafadhali chagua vipengele maalum vya sekta unahitaji juu.

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