Best Crm For Event Management

CRM software is a great tool for anyone who owns an event management company. It can help you organize and manage your events in a much more efficient way, allowing you to spend more time on activities that are important for your business growth. One of the biggest advantages of using CRM software is that it keeps all the data about each customer in one central place, which gives managers a clear view of their entire business from sales to marketing efforts.

In this guide, we review the Best Crm For Event Management, online event management, best crm for wedding planners, and best crm with project management.

Best Crm For Event Management

It’s easy to get overwhelmed by the number of event management software solutions out there. To help you make the right decision, we’ve rounded up some of the best CRM tools for event management companies in this article.

For event management companies, CRM offers a number of benefits. It helps you streamline your ticket sales and ticketing. You can also keep track of your attendees and do accurate forecasting for your events. In addition, you can use it to get a bird’s eye view of your entire business, from marketing, sales and operations to finance.

CRM is a software that allows you to manage the customer relationship. It offers a number of benefits for event management companies, including:

  • Streamlining ticket sales and ticketing
  • Keeping track of your attendees and doing accurate forecasting for your events
  • Getting a bird’s eye view of your entire business, from marketing, sales and operations to finance.

Event management software is designed to take care of many event planning tasks at once. They include managing conference schedules, coordinating transportation and booking venues while tracking logistics such as food, lodging and entertainment.

Event management software is designed to take care of many event planning tasks at once. They include managing conference schedules, coordinating transportation and booking venues while tracking logistics such as food, lodging and entertainment.

It helps you streamline your ticket sales and ticketing by allowing you to accept payments through a variety of different channels including Paypal, Stripe or other payment gateways.

The best event management software will also have integrations with popular email marketing tools like MailChimp so that you can easily segment attendees before an event begins so that you can tailor their experience based on what they’re interested in learning about or buying during the course of the event.

The major advantage of CRM software is that all the information about every customer is available in one central place, which gives managers an overall picture of the company’s customers — who they are, how much they spend and what their interests are.

The major advantage of CRM software is that all the information about every customer is available in one central place, which gives managers an overall picture of the company’s customers — who they are, how much they spend and what their interests are.

This helps you understand your customers better and improve your business. For instance, if you find out that some customers like to buy a particular product from you but don’t always make a purchase on time, then it might be good for you to offer them a discount for pre-ordering it. As another example: when someone buys something from your store at 4 pm, it could be good to ask him or her if he/she would like delivery now or later (maybe it will be easier for them).

CRM for event management helps businesses organize their marketing, sales and customer support efforts efficiently. Keeping all the data on the same platform makes it easier for managers to analyze the performance of their staff and see where improvements are needed. This means more time spent on other important tasks such as marketing or developing new products.

CRM software is designed to take care of many event planning tasks at once. It helps you streamline your ticket sales and ticketing, so that you can keep track of your attendees and do accurate forecasting for your events.

You can also use a CRM platform for customer support purposes, which is helpful if you want to provide customers with a seamless experience from start to finish.

CRMs are great for organizing marketing efforts as well, since they allow you to manage leads, contacts and accounts in one place. This makes it easy for companies to analyze their performance and see where improvements are needed—and ultimately improve their bottom line!

Benefits Of Using Crm For Event Management

The benefits of using CRM for event management are:

  • It helps you organize your marketing, sales and customer support efforts efficiently.
  • It helps you streamline your ticket sales and ticketing.
  • It helps you keep track of your attendees and do accurate forecasting for your events.

Marketing automation allows you to send personalized messages to each attendee based on their interest in your company’s events as well as past buying habits and preferences.

Marketing automation allows you to send personalized messages to each attendee based on their interest in your company’s events as well as past buying habits and preferences. This type of marketing automation is particularly useful when trying to attract new customers or engage them with relevant content that will increase their loyalty towards your brand.

For example, if a potential customer is interested in attending an event but has never purchased anything from your store before, they could receive an offer for a free t-shirt or other promotional item. If the customer has purchased from you before and attended one of your events before, then they might receive an offer for discounted tickets for another event (and so on).

This kind of personalization can help boost sales by providing relevant information that resonates with each individual person rather than sending generic messages about coming soon sale items that only apply to certain groups of people within the audience (like everyone).

This type of marketing automation is particularly useful when trying to attract new customers or engage them with relevant content that will increase their loyalty towards your brand.

Event marketing automation allows you to target specific audience groups with the right messaging, which is a great way to get more people interested in your events. With this type of marketing automation, you can create personalized messages for each person that will speak directly to their interests and needs. This type of marketing automation is particularly useful when trying to attract new customers or engage them with relevant content that will increase their loyalty towards your brand.

For example, let’s say that you have an online store selling baby products and you want people who have never bought from your company before but are considering it now because they’re pregnant or planning on having children soon. You could send them emails featuring helpful tips about caring for babies or free shipping offers so they try out some products before committing themselves financially!

online event management

As rewarding as event planning is, it can also be exhausting. In fact, Event Coordinator was listed as one of the top 5 most stressful jobs, with some organizers working up to 20 hour days. This means you probably know what it’s like to miss sleep making sure everything comes together!

However, having the right event planning software under your belt can make a world of difference. Like a superhero needs their trusty sidekick, you need a set of event management tools to save you time taking care of logistics, so you can streamline your event to stay more productive and create the best experiences.

Below we’ll review the 9 best event management software, each one useful for different stages of the event planning process. With many events already transitioning back onsite, we’ve also made sure to highlight the best tools for in-person or hybrid events, so you can choose the best option for your unique event.

How to Choose the Best Event Management Software

There are lots of purposes event management software can serve and a wide variety of features available, so start by prioritizing your needs. Do you want to save time handling tedious event management tasks such as creating and updating conference schedules over and over? Would you like to increase attendee participation and help your exhibitors create more businesses? How about saving money with a better event registration / ticketing system?

Next, make sure each tool provides what you need. While you read through the “Organizers’ Favorite Event Management Software” listed below, ask yourself these questions:

Organizers’ Favorite Event Management Software

1. Eventbrite

This is a popular ticketing solution for events ranging from small meetups to large concerts. The system is customizable and can also be used to send email confirmations and reminders. It also allows people to register from both their phones and computers.

They charge an extra 3.5% of the ticket price plus $1.59 per ticket. While Eventbrite is well-known, some organizers think the fee is a bit high.

Summary: Popular for smaller or entertainment events, however a bit pricey compared to other registration tools and all-in-one event planning software. For example, Whova only charges 2% + $0.99 per paid ticket, which can save you several thousands of dollars.

2. Whova (All-in-One Event Management Software)

Whova is an award-winning all-in-one event management platform. It has received the People’s Choice Award and the Best Event App Award at the Event Technology Awards (the ‘Oscars’ of event technology) for multiple years, and it’s also the only event management software on G2’s Global Top 50 Best Software.

Rather than juggling multiple specialized event software platforms, Whova is built to help you manage your events from beginning to end with one system. Key features of Whova’s event planning software include:

Summary: An affordable, mobile-friendly, all-in-one event management platform. Whova is widely used by 30,000+ in-person and virtual/hybrid events in the US/Canada, UK/Europe, Australia, Asia, and more. With the highest ratings in app stores and software review sites among all event apps, Whova offers customers a variety of time-saving tools. The Whova event planning software was a great organizational and communication tool for our meeting participants. The app allowed us to engage each other throughout the event, kept our event paperless and provided us with great memories through the photo sharing. We look forward to using Whova for future conference management. — Jay Harf, Vice President, L’Oreal 3. ConfTool ConfTool helps you manage the submission and review process of academic abstracts and papers. It features advanced import and export options, facilitates communication between authors and participants, and uses customizable submission and review forms for contributions. Organizers can choose between two different plans depending on their requirements: one for smaller events of up to 150 participants with basic features, and one for larger events with a wider range of features. In addition to managing abstracts, organizers also use the Pro package’s conference management software for scheduling, registration, administration, and invoicing, among other features. Summary: If you’re holding a research heavy academic conference and want a reliable tool for abstract management, ConfTool is worth looking into. However, it isn’t currently accessible on mobile, and is designed to support only limited aspects of the event, rather than function as a comprehensive event management software. 4. Boomset Boomset is an event attendance tracking tool that provides check-in, on-demand badge printing and guest list management system. In addition to allowing facial recognition check-in, organizers can also track attendees with RFID-enabled wristbands. Using badges and wristbands, attendees can even purchase merchandise, meals, drinks during events. If you’d like to add a fast check-in tool to your current event planning software, Boomset is a good option to consider. However, if you are hesitating to adopt a special device only for attendee check-in, first check whether your event management app provides a check-in feature with QR scanning. Summary: While suitable for a big festival or a crowded event that needs a fast check-in, you might not want to adopt a special device just for check-in. If so, consider event management apps like Whova, which supports day-to-day check-in, session check-in, session capacity, and attendance management on smartphones. 5. Slack This popular resource for team communication has also been used for session interaction within events. Slack allows you to create different channels for various topics within one workspace; so you can have private channels for your team to communicate, or public ones for attendees to use as discussion topics throughout the event. In addition to group conversation, users can also message each other one-on-one, make video and voice calls, and share files through the app. Summary: A great way to get in touch in the moment, though it will be hard to keep any back-end planning organized. While the easy communication is a great benefit, it can also be annoying for attendees to switch between platforms. You may want to consider a platform like Whova that can integrate communication features with the rest of the event. 6. ProjectManager

3. ConfTool

ConfTool helps you manage the submission and review process of academic abstracts and papers. It features advanced import and export options, facilitates communication between authors and participants, and uses customizable submission and review forms for contributions.

Organizers can choose between two different plans depending on their requirements: one for smaller events of up to 150 participants with basic features, and one for larger events with a wider range of features. In addition to managing abstracts, organizers also use the Pro package’s conference management software for scheduling, registration, administration, and invoicing, among other features.

Summary: If you’re holding a research heavy academic conference and want a reliable tool for abstract management, ConfTool is worth looking into. However, it isn’t currently accessible on mobile, and is designed to support only limited aspects of the event, rather than function as a comprehensive event management software.

4. Boomset

Boomset is an event attendance tracking tool that provides check-in, on-demand badge printing and guest list management system. In addition to allowing facial recognition check-in, organizers can also track attendees with RFID-enabled wristbands. Using badges and wristbands, attendees can even purchase merchandise, meals, drinks during events.

If you’d like to add a fast check-in tool to your current event planning software, Boomset is a good option to consider. However, if you are hesitating to adopt a special device only for attendee check-in, first check whether your event management app provides a check-in feature with QR scanning.

Summary: While suitable for a big festival or a crowded event that needs a fast check-in, you might not want to adopt a special device just for check-in. If so, consider event management apps like Whova, which supports day-to-day check-in, session check-in, session capacity, and attendance management on smartphones.

5. Slack

This popular resource for team communication has also been used for session interaction within events. Slack allows you to create different channels for various topics within one workspace; so you can have private channels for your team to communicate, or public ones for attendees to use as discussion topics throughout the event.

In addition to group conversation, users can also message each other one-on-one, make video and voice calls, and share files through the app.

Summary: A great way to get in touch in the moment, though it will be hard to keep any back-end planning organized. While the easy communication is a great benefit, it can also be annoying for attendees to switch between platforms. You may want to consider a platform like Whova that can integrate communication features with the rest of the event.

best crm for wedding planners

Top 10 CRMs for Event Planners & Coordinators: Planning and Scheduling Resources for Total Client and Event Management

Customers are the only thing keeping your event planning business running—thus, it’s critical that you manage them effectively. Today’s customers are more demanding than ever before and the responsibilities that you shoulder as an event coordinator only continue to grow. How, then, are you supposed to manage all of the things that are expected of you, from the event itself to managing customer relationships and making sure they have the best experience?

Fortunately, modern CRM platforms are designed to help with all of that and more. Some of these solutions are integrated with event management software that offers a total business management solution, while others are separate software or cloud-based platforms that will be able to be added to your existing tech stack. While there are some different features among all of them, they also share several similarities. Namely, CRMs can:

A modern CRM like the ones below will be able to handle just about everything but replacing the human element in your customer service. Of course, you could also choose to partner with the team at Smith.ai as a workaround, providing you with a dedicated CRM and a staff of virtual receptionists that can take customer calls and messages 24/7, freeing up your time to focus on your business.

With all of the CRM options, including industry-specific and more generalized platforms, how are you to keep up and decide what’s best? Luckily, we’ve got you covered. In the list below, you’ll find the top 10 CRM solutions for event planners and coordinators, along with details about what each platform offers, its costs, and other considerations.

Once you’ve reviewed the options, see which solutions you can integrate with the social media messaging services from Smith.ai to cater to the 46% of customers who prefer live chat or instant messaging when interacting with professional companies.

1. Event Hub

Event Hub is a dedicated event management platform that is designed to make live event management easier than ever before. This cloud-based CRM platform is designed to help you manage paperwork, applications and files, payments, logistics, and more. You can manage vendors and sports, create event categories, and perform other tasks.

The program offers a dashboard that is user-friendly and includes batch updates, notification pushes, and more. There is also a marketplace listing module for multimedia content viewing, lead generation, and document review tools to ensure that everything is in order before submission.

The Event Hub platform is designed to streamline relationships between clients and vendors with your business, allowing you to focus your efforts on the events while your CRM is taken care of by the system. Plus, it’s scalable and customizable to suit your exact needs.

The key features of this CRM include:

2. Cvent

This end-to-end event automation tool has a strong CRM and focuses on client and attendee engagement. It also has tools and features for vendor and event management, as well as analytics that can help you improve your operations from lead generation to the execution of the event and beyond.

Cvent features a cloud-based, scalable platform that can provide total business management for busy event planners and coordinators. It offers tools to simplify the event management lifecycle, collaborate with venues, and tap into the largest sourcing network in the world.

With Cvent, event coordinators and planners will be able to take advantage of technology to innovate, integrate, and upgrade their success. Engage clients, measure results, and improve the client and event experience from end to end for total customer satisfaction.

The best features of Cvent include:

3. GlueUp

GlueUp is a dedicated nonprofit app, but it does so well and there are so many nonprofits in the event planning industry, we thought it wise to include it on our list. After all, GlueUp features an intuitive, user-friendly dashboard that is focused on improving connections and communication first and foremost. This company understands that relationships are the key to success in event management, and uses the platform to that end.

With GlueUp, event planners and coordinators will be able to automate membership renewals, streamline event workflows, and even create a mobile membership directory to allow members to connect and organizers to stay updated on what’s going on.

Formerly EventBank, GlueUp offers a mobile app that also has messaging features, subscription management, event registration, and other features.

The highlights of GlueUp as a CRM include:

4. Zoho CRM

Zoho CRM is one of the most comprehensive, and yet most cost-effective options on the market today. This platform is cloud-based and scalable, making it ideal for small businesses that need a better way to manage customer relationships.

Zoho CRM includes integrated features and can be combined with other software that you are already using. It can make event organization easier, help generate better reports, convert leads, and provide valuable data insights to improve client relations across the board.

Zoho offers team tools to streamline interactions and collaborate on various projects and events. It offers tools for omnichannel communication, online sales meetings and webinars, and so much more.

The key features of Zoho CRM include

5. Eventmobi

Eventmobi is a dedicated end-to-end management platform for event coordinators and planning firms, offering virtual, hybrid, and in-person event support and management resources. The platform includes flexible features and custom client database management tools. It’s easy to manage clients and attendees, segment audiences, and more.

Eventmobi offers a virtual space, event networking, registration tools, and dedicated apps that can engage your clients and attendees both during, as well as before and after, events. There are appointment tools, polls and surveys, and feedback resources, as well.

Eventmobi is dedicated to delivering the best event and client management possible, with robust analytics and insights to help with improvements and more.

The key features of Eventmobi to consider include:

6. HubSpot CRM

HubSpot is one of the leading CRM solutions, and perhaps the best free CRM tool available. It offers dedicated relationship management and marketing tools, including opportunity management and lead management.

The HubSpot CRM also includes dedicated resources for reporting and analytics, ensuring that you have the latest insights on your event clients and the vendors that you work with. You’ll find a cloud-based platform that can be scaled to your exact needs with omnichannel communication and more.

HubSpot also comes with access to the community of developers, professionals, other users, and resources that help you keep your event planning business on track. There are paid plans available for those who want more features or dedicated HubSpot support, as well.

The key features of HubSpot CRM include:

7. Salesforce Essentials

Salesforce is the #1 CRM platform in the world. It offers iterations for several industries and tools that can be developed for all kinds of relationship management and business needs. Salesforce Essentials is a basic package that includes all of the necessary tools to oversee clients, vendors, and the operations of your event planning business.

Salesforce offers a cloud-based solution that can be scaled to the exact needs of your event planning business. You’ll find scheduling tools, event status updates, and omnichannel communication support right at your fingertips, along with mobile optimization to ensure access from anywhere.

Integrated forecasting tools and total contact management are the highlights of this software for event coordinators, but check out the other key features here:

8. Aventri

Aventri is a dedicated event management platform that is based in the cloud. It can help individual coordinators and larger event planning firms to manage their event lifecycle, including customer relationship management.

Aventri offers the capability to manage, create, and customize agendas, events, speakers, and more. You can even generate customized reports and includes features like event surveys, project and budget management, inventory management, venue sourcing, and more.

The platform is also easy to integrate with other third-party software like Salesforce, Marketo, and others. Built-in APIs make it easy to integrate and the cloud-based platform makes scalability easy. The brand offers small business solutions and enterprise services.

The highlights of this platform include:

9. Pipedrive

Pipedrive is a cloud-based CRM tool that is designed on improving sales and customer relationships for activity-based sales businesses. It was created for small to mid-size businesses, which makes it ideal for event planners and coordinators, in addition to its activity-based focus.

This CRM tool offers deal-driven workflows that make event management easy. It also allows you to manage clients and events and helps small businesses get on the same level as larger event planning firms. The customer database is rich and provides a 360-degree view of clients and their needs.

Pipedrive includes a mobile app for iOS and Android that is designed to help streamline event and client management in the field and on the go. It also offers call and email synchronization.

The key features of Pipedrive are:

10. Daylite

Although Daylite is only for iOS devices (Mac, iPhone, and iPad), it offers a robust small business CRM that’s worth mentioning. And especially for event planners, as this tool is focused on total management of clients, projects, and events from start to finish.

Daylite features several different tools for client and event management, including detailed search features and robust reports and analytics to help you keep tabs on your business. You can segment clients and events by type and even create your own categories for easier tracking.

This platform offers the chance to offer an amazing client experience with rich details and customer management tools.

best crm with project management

CRM helps any business nurture engaging relationships with its customers and clients.

However, you also need to manage projects, budgets, resources, and a whole lot more to ensure you meet customer needs on time. 

How do you handle all these aspects without going haywire?

In this article, we’ll explore the differences between CRM and project management, how you can use them together, and what to look for in an all-in-one solution. We’ll also highlight the best CRM project management software you can use today.

What Is Customer Relationship Management? 

Customer relationship management (CRM) is a process that focuses on managing interactions with your customers and clients. It involves nurturing relationships to increase customer satisfaction and sales.

And while CRM and project management needs to work together to achieve their objectives, they have their differences:

Differences between CRM and project management?

Project management software is made to deliver a project on schedule and within budget. CRM software is used to manage interactions with prospects and existing customers. Here’s a handy chart summarizing more of the key differences between CRM and project management:

Sure, project management and CRM processes have their differences. But take a closer look, and you’ll see they share some common goals and objectives.

They both focus on delivering high-quality projects, services, or products on time to keep customers happy. And they both help you make more money.

Just like how Batman and Superman are different. 

But when they joined forces in ‘Justice League,’ they became a force to be reckoned with!

What is CRM in project management?

Project management focuses on delivering what the customer needs on time and within budget. Super important if you want to maintain good customer relationships, right?

And that’s where CRM comes in handy.

CRM can help you manage projects by giving you real-time insights into customer feedback and improving communication across departments. A report on the State of Sales by LinkedIn found that 64% of companies say that CRM tools are helpful.

Moreover, putting clients at the center of project management can help you deliver the right products/services and retain customer relationships.

But how exactly do CRM tools do this?

With features for customer interaction tracking, budgeting, and sales pipeline management, CRMs help businesses:

On top of that, a CRM system often has features like milestone tracking, project roles, dashboard reporting, and recurring task management. 

Here’s how these features help project teams:

Now that we’ve understood what is CRM in project management, let’s see how you can zero in on the right tool for your needs.

However, before we explain what you should look for in a CRM tool, let’s first cover how it differs from a traditional project management solution:

What Are the Differences Between CRM Software and Project Management Software?

Note: while you can use two separate tools to manage each process, it’s better to use an all-in-one tool with fully integrated project management and CRM functionality, like ClickUp.

What Makes a Good CRM Project Management Solution?

An excellent client project management solution should be super user-friendly, flexible, and robust. And while you could opt for integrations or two separate tools to manage each process, you could also use an all-in-one solution to manage both processes.

Utilizing a CRM with project management features helps you manage your project and customer data in one central platform, and you won’t have to switch between apps all day.

And, of course, you want to avoid tools that are too complex (and expensive 👀).

To help you decide, here are ten things to look out for when choosing project management CRM software:

1. Ease of use

The software you choose should have a simple implementation process and user-friendly interface for your employees and customers. 

They need to access the tool since they play an essential role in the feedback and approval processes. Giving your clients access will also lead to more transparency, fewer emails, and help keep everyone on the same page.

Additionally, make sure the tool you choose blends in with your current business processes. You don’t want to realize the tool disrupts your entire workflow halfway through your CRM implementation.

2. Customizability

Since every business is unique, sometimes a one-size-fits-all approach isn’t going to cut it.

That’s why you need a customizable tool.

A customizable solution helps you reflect your needs accurately. 

For example, a project management feature like ClickUp’s custom task statuses can help your support team customize their workflow based on issues, clients, and tickets. 

3. Client collaboration 

Choose a solution that lets you bring the client into your customer relationship management project space to show them how their projects are progressing. It’ll also help you speed up the proofing and approval processes. 

And this is super important since…

But you can’t have customers accessing every single document in your software, right?

Don’t worry. Ensure your tool offers granular permissions settings to let you control who has access to what.

The customer may not always be right, but CRM task management tools with collaboration features are.

4. Document and data management

Whether you opt for a desktop app or a cloud-based CRM and project management app, the tool you choose should let you manage documents and analyze customer info with ease. 

Imagine having to go through tons of different apps just to find the one document you’re looking for. 😵

Additionally, the software should let you create and share knowledge bases, user guides, and onboarding documents. This way, you can share relevant information with your clients as required.

5. Portfolio management

A tool with customer portfolio management features helps businesses keep track of customer activities.

It basically lets you analyze and categorize your entire customer base to identify loyal customers (the ones who make you the most 💰).

This way, you can create a CRM project plan that focuses on retaining your most valuable customers. And you can brainstorm ways to renew the spark in any failing relationship.

6. Visual project management

Visual project management helps teams better understand timelines, tasks, and deadlines. All you’ll need is a single glance to see how projects and customer relationships are progressing.

Look for software with visual features like Gantt charts, timelines, and kanban board views.

7. Sales pipeline management

Sales pipeline management is at the heart of CRM systems. 

But what is a sales pipeline?

A sales pipeline is a snapshot of where your prospects are throughout the sales process. It helps a CRM project manager track the flow of leads and customers throughout the sales process.

The CRM project management tool you choose should have features like lead tracking, pipeline management, sales dashboards, and more. This is the basic requirements of CRM software for, say, real estate.

This will help you determine how fast sales representatives can convert leads into sales. 

And if you want to improve sales performance, taking a good look at your CRM project management tool could tell you what’s working and what’s not.

8. Streamlined communication

Having a CRM and project management tool with dedicated communication or chat features can help businesses get rid of silos and data inaccessibility.

Team members should be able to drop comments, attach documents, and jump on video calls without leaving the tool. This streamlines communication as you won’t have to switch between apps all day. 

9. Data-driven insights

Well, you won’t when it comes to making business decisions!

Data-driven insights give you real-time information about how every aspect of your business is doing. 

The CRM and project management software you pick should give you detailed reports and dashboards. This will help you identify bottlenecks, monitor employee performance, and make sure teams achieve company goals.

This makes it far easier to make informed business decisions.

10. Integrations

Well-integrated systems ensure proper data flow and streamlined workflow management across different platforms.

Select a CRM project management software solution that can integrate with other tools in your workspace. This way, you won’t have to let go of your favorite apps. 😌

Here’s a list of some integrations you might need:

Pros & Cons of an All-in-one Solution?

Before you decide what project management software CRM you want to go with, here are some pros and cons of using an all-inclusive tool:

A. Pros

Here are the four key benefits of using an all-in-one solution:

1. Better data management

Having all customer and project data in one platform makes it easier for teams to store, manage, and access info when they need it. 

Your team won’t have to spend the entire day switching between apps, leaving your customers feeling like this:

Moreover, an all-in-one tool offers a single source of truth, ensuring your project and customer teams rely on the same data to make crucial decisions. They’ll be less likely to make mistakes or run into miscommunication issues.

2. Improved deliverables

To help you understand how an all-in-one solution improves quality control, here’s an example. 

Let’s say your software development team is creating new features for a dating app. 💘 Meanwhile, the marketing team is building a knowledge base for the new features.

However, your CRM shows that customers complain about constant app crashes. 

While that’s heartbreaking 💔, your customer service team can use CRM features like client feedback tracking to turn tickets into actionable tasks for the project team. And your marketing team can release relevant content regarding these fixes before focusing on new features. 

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