Features designed to assist your private events and club catering team to be better organized and have a significant impact on forecasting and sales growth

CRM Software Features for Club Catering and Private Event Professionals

Increase event bookings and

See your sales pipeline at a glance
Move your opportunities through sales stages
Set alerts and notifications
Save time finding documents by attaching them to your contacts
Access ClubCRM from your mobile on the go

Improve your pipeline
visibility and event

Access to view forecast and pipeline in real time
Review activities, pipeline and sales dashboards in a snapshot
Let’s you take action and stay in control
Easy and intuitive to use

Centralize member, guest &
business information

  • Organize and access all of your account information in one place
  • Import, build & manage your lists and contacts easily
  • Enrich contact profiles with our through social media connector
  • Track all activities, files, contacts, notes, deals, estimates, sales
  • Build out and personalize with custom fields
  • Filter your data quickly based on various criteria

Simplify your activity

  • Centralize tasks and activities for upcoming events
  • Schedule tasks and meetings, and view priorities
  • Access your activities on the road from any device
  • Setup activity reminders and alerts
  • Create activities for yourself and for your team

Create engaging emails campaigns
targeting your leads and segmented lists

Intuitive drag-and-drop email editor
Start from email templates or create your own
Send email campaigns to nurture your leads and increase conversion
Track email activity from a simple dashboard
Mobile friendly responsive email templates
Preview emails as they would appear on any device
Personalize emails based on first name, company name, or any custom information
Each email is sent out one at a time, to help avoid spam filters

automation saves
time and increases

Increase engagement with pre-set emails ready to go
Automate and personalize web form or landing pages responses
Schedule benchmark emails for your clients with pre-set specific delivery dates
Setup lead scoring to evaluate prospect readiness to buy
Advanced features include automated tasks, notifications for you & your team
Connect your website or landing page to web analytics to view traffic and activity

ClubCRM has all the essentials you need and more to be released frequently.
Sign up for a demo to see all the other features in action.

Hire a partner.
Take advantage of our
integrator network.

Need some extra help? Benefit from our premier integrators to accelerate your ClubCRM implementation—and sales!

From initial setup and customization to integration and training, there is no better resource than our worldwide network of integrators.

Ready to sell more?
Get started today!