Matter of Events flexible modules include:
Event Planning Tracker
Providing checklists for events to maintain trackable lists of who, what and when for any event
Finance View
Access to quotes, prospects and invoices along with integration to finance and payment systems for ease of use
Client Portal
Engage with your clients 24 x 7 – enable them to view invoices, make payments, make menu choices, plan their seating plan and manage guests attendance
All Features
A flexible solution – use as much or as little and integrate to your existing processes and systems easily
Quoting System
Flexible quoting system, multiple quotes, track acceptance and automate follow ups.
Define your own saleable items, set your own prices, apply discounts and offer packages. Print and email quotes in your own format or easily export to your finance system – flexibility is the key with Matter of Events integrating easily with your existing systems.
Actions and Messaging
Single messaging overview – internally as well as with clients. Set event actions pre, during and post event and track progress.
Fully customisable task lists can be defined per event type, tasks are allocated per role and ensure the event is coordinated easily (reducing the need for a single resource to oversee). Integrated messaging ensures client and internal messages are viewable by event/client.
Table Planner
Define room spaces, tables and extras available in a space using drag & drop. Publish to the client portal to allow seating planning easily.
Simply define your standard room spaces and extras, prepare a suggested table plan including any extras and publish to your client. Your client can upload guest lists, manage attendance and indicate seating (seat type, meal type etc) via their own portal access.
Invoicing System
Manually and Automatically create Invoices at key stages and allow online payments
Simply define a payment schedule and apply to the event to automatically generate invoices and send to your client (tracking open rates), accomodates changes to the event and intgerate with your existing finance systems to keep track of invoices, customers and payments.
Prospect Management
Create and follow up with prospects, creating actions to automate the follow up and report on success rates
A fully intgerated customer management section – can we used in addition to your own CRM (and optionally integrated). Enables tracking of a prospect converting to a customer, enables a single view of a customer with regards to events, invoices, payments and actions.
Automated Email
Reduce the administrative burden with automated emails to colleagues and customers, leaving more time to focus on sales
Define automated stages and emails to be sent (fully customisable) based on key events/actions, ensuring your customers are kept upto date, reminded of due payments and anniversary emails are sent automatically. Ensure colleagues such as house keeping and front of house are reminded of special requests.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Quoting System
Flexible quoting system, multiple quotes, track acceptance and automate follow ups.
Define your own saleable items, set your own prices, apply discounts and offer packages. Print and email quotes in your own format or easily export to your finance system – flexibility is the key with Matter of Events integrating easily with your existing systems.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Actions and messaging
Single messaging overview – internally as well as with clients. Set event actions pre, during and post event and track progress.
Fully customisable task lists can be defined per event type, tasks are allocated per role and ensure the event is coordinated easily (reducing the need for a single resource to oversee). Integrated messaging ensures client and internal messages are viewable by event/client.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Automated email
Reduce the administrative burden with automated emails to colleagues and customers, leaving more time to focus on sales
Define automated stages and emails to be sent (fully customisable) based on key events/actions, ensuring your customers are kept upto date, reminded of due payments and anniversary emails are sent automatically. Ensure colleagues such as house keeping and front of house are reminded of special requests.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Invoicing system
Manually and Automatically create Invoices at key stages and allow online payments
Simply define a payment schedule and apply to the event to automatically generate invoices and send to your client (tracking open rates), accomodates changes to the event and intgerate with your existing finance systems to keep track of invoices, customers and payments.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Prospect Management
Create and follow up with prospects, creating actions to automate the follow up and report on success rates
A fully intgerated customer management section – can we used in addition to your own CRM (and optionally integrated). Enables tracking of a prospect converting to a customer, enables a single view of a customer with regards to events, invoices, payments and actions.
Actions and messaging
Automated Email
Invoicing system
Prospect Management
Quoting System
Table planner
Table planner
Define room spaces, tables and extras available in a space using drag & drop. Publish to the client portal to allow seating planning easily.
Simply define your standard room spaces and extras, prepare a suggested table plan including any extras and publish to your client. Your client can upload guest lists, manage attendance and indicate seating (seat type, meal type etc) via their own portal access.
Get in touch
Contact us today for a free no-obligation demo to see how Matter of Events can help your business