Features designed to assist your private events and club catering teams 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.

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