CRM system for tickets and Kanban

RegToEVENT offers a complete CRM system for collecting and processing leads.

Our tools will help you manage registrations for your events efficiently, store all registration attempts, and simplify the order processing process with a built-in Kanban board.

CRM system capabilities

Our CRM system provides a wide range of opportunities for event organizers

CRM system capabilities

Collecting and retaining leads

All attempts to register participants are stored in the system with different statuses: "new", "under moderation", "paid", "free", etc.

Access to CRM 24/7

Organizers can view, filter, and sort registration data around the clock.

Search and filters

The registration of any participant is easy to find by their first name, last name, contacts, company, filters by ticket type, order status, etc.

Export data

Easy download of registration data to Excel. With or without filters, a specific order, or even an archive of participants' tickets.

Importing a database

Ability to import your own database to generate tickets if you have a pre-prepared guest list.

User roles

Create roles for co-organizers and sales managers to work together with the participant base.

Export data
CRM system capabilities

The organizer or any member of his team of co-organizers can view detailed information on the order.

What actions were taken with it: tickets were added, discounts were applied, the status of the ticket was changed, or the ticket was dispatched.

Payment attempts: whether the participant went to the payment page after registration, which payment system they wanted to use, responses from the system, successful/unsuccessful attempts

User data: browser, OS, IP address, etc..

This will help to better understand the customer's path and the procedure in case of any questions. Or see the reason for the failed payment if there is a response from the payment system.

In addition to detailed information on the order, the organizer or his managers can quickly contact the potential participant to close the deal by calling him directly from the order card or writing to the appropriate messenger. And in the card itself, you can leave a comment about the result of communication with the client.

CRM system capabilities

Kanban board

Built-in Kanban board allows you to process orders conveniently and quickly

Creation of columns

The organizer can independently create status columns according to the processes in their team.

Working together

All managers can work with the board at the same time, seeing all the necessary information about the participants and their orders.

Moving cards

Order cards can be easily moved between columns depending on the stage of processing. А such movement is instantly synchronized across all users

Speed and convenience

This system significantly speeds up the order processing process and is convenient for large sales departments.

Kanban board
Export data

With the help of kanban, even a large sales department will be able to comfortably process the member base, because you can immediately see in which column the card is located - at what stage of processing. And the saved comments will help you remember what the conversation with the client was about last time, in case of repeated contact.

Cards can be marked with different colors, depending on their status, or depending on which manager is working on it. You can set the date of the next contact to help you navigate faster and the system will remind you of overdue cards, if any.

Advantages of use

Advantages Kanban

    Using our CRM system and Kanban board, you will receive:

  • Effective management

    Convenient management of all registrations and orders in one place.

  • Improved communication

    Easy collaboration between your team members.

  • Transparency of processes

    All order data is available at any time.

  • Optimization of work processes

    Reduce order processing time and increase the productivity of your sales team.

Experience all the benefits of our CRM system for tickets with Kanban board for your business.

Register at RegToEVENT and optimize your event preparation processes today!

Create an event

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