Event planners
Coming soonKeep every event on track and on message
Events run on a hundred moving parts and constant client contact. 1 CRM keeps enquiries, quotes and vendor coordination organised so nothing gets lost in the run-up to the big day.
The challenge
The everyday challenges
- Client conversations sprawling across months and channels
- Quotes and requirements hard to track per event
- Last-minute changes missed in the message pile
How we help
How 1 CRM helps
A pipeline per event
Track each event from enquiry to booked to delivered, capturing budget, date and requirements as custom fields.
Automate the reminders that matter
Trigger check-ins, deposit reminders and countdown messages so both you and your client stay on schedule.
One thread of truth
Keep every client's full conversation, files and notes in one record any team member can pick up.
Under the hood
The features that make it work
Deal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
Learn moreAutomations & chatbot flows
From simple triggers to full visual chatbots
Automate replies and workflows with trigger-and-step automations, or build full interactive chatbots on a visual flow canvas.
Learn moreShared team inbox
Realtime, collaborative, presence-aware
A collaborative inbox with live updates, teammate presence, per-conversation assignment and unread tracking — no message slips through.
Learn moreContacts & CRM
One clean record per customer
Tags, custom fields, notes and CSV import with automatic phone-number deduplication — so every customer is one record, not five.
Learn moreReady to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.