Features

 Banquet CRM - Events And Banquets Management 
Features

Leads Management

A Lead is the first step in the process. Our Leads features enable your venue to capture leads from your event managers, and inquiries from the telephone. If clients have indicated some interest in your product but you have no history of interaction with them, in such a case we can have the details of interested clients in Leads. With Leads, you will never miss or lose a potential lead and you’ll convert the lead into new business faster than ever before.

Events Management

Our Event features to store all of the details about an event in one central location. Keep track of who requested an event and what time and location they desired. Also track documents, notes, and tasks associated with your bookings.

Invoice Generation

Invoice is a statement of pay issued by the seller to a buyer, once the order gets confirmed by the customer. All the terms and conditions related to the purchase are stated in the invoice. Based on this payment log, we can easily display paid invoices, open invoices, and due invoices.

Communicate Easily

Banquet CRM’s event’s discussion feature allows event managers and their clients to communicate easily with each other. You won’t have to spend time playing phone tag or trying to find client emails. Discussion connects all of your communication in your Banquet CRM account to all of your clients’ event details.

Organize & Manage Your Contacts

Quickly and easily find all your venues’ contacts. See the who, what, where, and when of every person in your database. You will be able to see what they booked when they booked it, and all communications between the contact and your event venue.

Payment log – Collect Payments Easily

Banquet CRM enables you to collect payments online/offline directly from an event order by taking multiple deposits or the whole event at once, directly from your BEOs, contracts, or other documents. Track all payments directly in Banquet CRM from the booking screen or from your documents.

Contract Creation

Banquet CRM’s event quotation is a customizable, easy-to-use, banquet event order, contract, proposal, and invoice generator. Our Event Contractor features to store all of the details about an event contractor in one central location to whom event contract is given, to serve and manage events. Also track documents, notes, and tasks associated with event bookings.

HRMS – Manage Staff

Easily manage all your staff members and their details. Manage who can manage what by giving them access permission for event management. Assign them tasks with a deadline to complete it by the time through to-do feature. And also you can manage all communications between the staff and you for an event through the event features.

Business Report

When it comes to your business goals, Banquet CRM tracks everything you need to know. Business Intelligence Reports help you allocate your resources, budget effectively and measure your success. Banquet CRM supports your business with comprehensive reporting and tracking of your leads, bookings, events, sales, suppliers helping you to reduce bad debtors, maximize your profit and make easy work of managing your business.

Banquet CRM comes with the following modules

•     Opportunities
•     Leads
•     Quotations
•     Event management
•     Invoice Generation
•     Document Management
•     Payment log
•     PCI Complaint payment portal
•     Settings(CMS)
•     Email Templates
•     Communication
•     Sales Team
•     Logged calls
•     Sales Order
•     Contract Creation
•     File Sharing
•     Product
•     Notification
•     staff management
•     Event Contractor Management
•     Event Settings
•     Menu
•     Product Category
•     Calendar
•     Companies Management
•     Agent
•     Guest Reminder
•     Tasks Tracking