CRM · the people behind both
The venue should own the relationship.
Contacts, leads, and eighteen months of context, kept where the whole team can see them.
The test
Your events manager resigns on a Friday. What do you still know on Monday?
For most venues the honest answer is: the dates on the calendar, and nothing else. Not what was promised on the tour, not the discount that was floated, not the reason the March couple went quiet. That is the gap this closes.
Contacts
Everyone the venue deals with, typed by what they do
A couple, the planner working for them, the promoter who brings three shows a year, and the corporate booker who rebooks every quarter are different relationships. They are stored as such.
- Clients, planners, promoters, and vendors as distinct contact types
- Companies and agencies linked to the people who work there
- Search across names, companies, and email addresses
- Every lead and booking a contact has ever had, on their record
Leads
A pipeline that matches how venues actually sell
Six stages from first ask to signed, each carrying the date, the headcount, the value, and the reason it moved. Won leads convert into bookings without re-typing anything.
- Stage, owner, value, and target date on every lead
- Lost reasons recorded, so you learn which prices and dates you keep missing
- Pipeline value totaled per stage for a real forecast
- Conversion straight into a held booking with the room attached
History
The context that usually leaves with the coordinator
Tours, tastings, calls, emails, and quiet promises are what a venue is actually selling. When they live in one person's inbox, staff turnover costs you the relationship.
- Timeline of tours, calls, emails, notes, and status changes
- Attached to the lead, the booking, and the contact at once
- Readable by anyone on the team with the right role
- Survives departures — the record belongs to the venue
The whole audience
Ticket buyers are contacts too
Most venue CRMs only know the people who signed a contract. The three hundred people who bought tickets to Friday are also your audience — and often your next private booking.
- Ticket buyers from house events held alongside private clients
- Attendance history per person, across events and rooms
- Segments built from behavior rather than a manual tag
- Feeds audience email directly, with no export step
Keep the history where the building can reach it.
14-day trial · no card required