Events - Integrated Billing

Integrated billing

Manage payments without leaving your CRM.

Events - Reduced Workloads

Reduced workloads

Intelligent workflows & alerts manage the heavy lifting.

Events - Real Time Data

Real-time data

No more guessing with always up-to-date information, in one place.

Key features

Manage your events, conferences or training courses in one place across the full lifecycle.

Event management

Gold-Vision’s Events module is flexible enough to manage a variety of events, such as simple client seminars, multi-session events over a number of days, or perhaps training courses with distinct modules. 

  • Use API’s to power website integration and automatically update your website with current events by type, date or location
  • Choose from either our framework portal tool or our optional Eventbrite integration to manage online bookings and attendee interactions
  • Save time and automate invoicing through one of our financial system integrations
  • Build on our integrated marketing approach to manage your event’s awareness, invitations and follow up communications

Team & task management

Enhance collaboration and reduce the workload for event organisers with automated workflows and activity reminders based on real-time information.

  • Trigger reminders to book certain materials or contact speakers, upon the creation of new events
  • Set alerts for when events are selling out fast or below minimum thresholds by go/no-go dates
  • Keep everyone in the loop by broadcasting key updates and information to relevant team members

Booking & delegate management

Manage booking and attendance records, store dietary requirements, and collate event feedback all in one place.

  • Powerful filtering and segmenting of your customer or member data to ensure that you focus on the most relevant attendees
  • Take bookings quickly and accurately, updating your CRM system at the same time with new contacts
  • Integrate with your finance system for flexible billing, either as bookings are entered or after the event has occurred
  • Integrate with Eventbrite to continuously update bookings, automatically create new records & update existing contacts and accounts in your Gold-Vision CRM

Event success analysis

Forecast revenue and analyse ROI for chargeable events with built-in dashboards and reporting.

  • Compare events or training courses month-by-month or year-by-year
  • See which events produce the best leads and conversion rates

Event marketing

Gold-Vision Marketing enables you to communicate with your delegates & speakers throughout the event lifecycle – from invitations and registration to post-event follow-up.

It’s fully integrated so email and landing page engagement is immediately visible in your CRM, while intelligent marketing automation frees up your teams to focus on generating more demand.

Learn more about Gold-Vision Marketing

Integrates with your essential event management tools

OTSA logo white

“Because our data is so well organised in Gold-Vision, we are able to segment our sources and send highly targeted campaigns for future events.”

Kimberly Carsok, Project Manager – OTSA

What can Gold-Vision do for your business?

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