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Actions and Messaging

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

Actions and Messaging

ingle 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.

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Automated Emails

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

Automated Emails

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.

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Client Portal

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

Client Portal

Easily provide a unique login to your customers and choose what they can access – table planner, guest management, invoicing & payments aswell as uploading reviews and images.

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Event Planning Tracker

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

Event Planning Tracker

Define a plan for common event types and tailor for specific events. See the status of different stages and actions easily, send reminders and follow ups and ensure the event is on track.


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Finance View

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

Finance View

Integration to your finance systems with standard reports available including upcoming payments, overdue payments and upcoming amounts due.

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Invoicing System

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

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.

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Prospect Management

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

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.

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Quoting System

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing System

Prospect Management

Quoting System

Table Planner

Task Management

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.

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Task Management

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing system

Prospect Management

Quoting System

Table Planner

Task Management

Task Management

Manage tasks and organised lists of tasks to provide a single overview of status on an event, role or custom basis – allow your team to update the progress, re-assign and of course add notes/images to completed tasks.

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Table Planner

Other Features

Actions and Messaging

Automated Emails

Client Portal

Event Planning Tracker

Finance View

Invoicing system

Prospect Management

Quoting System

Table Planner

Task Management

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.

Other Features

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

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.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

Client portal

Easily provide a unique login to your customers and choose what they can access – table planner, guest management, invoicing & payments aswell as uploading reviews and images.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

Event planning tracker

Define a plan for common event types and tailor for specific events. See the status of different stages and actions easily, send reminders and follow ups and ensure the event is on track.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

Finance view

Integration to your finance systems with standard reports available including upcoming payments, overdue payments and upcoming amounts due.

Share this

Actions and messaging

Automated Email

Client portal

Event planner tracker

Finance view

Invoicing system

Prospect Management

Quoting System

Table planner

Task Management

Task Management

Manage tasks and organised lists of tasks to provide a single overview of status on an event, role or custom basis – allow your team to update the progress, re-assign and of course add notes/images to completed tasks.

Share this