eventruJOBS BOARD, PIPELINE & CRM
Every enquiry, client and next step on one board
Enquiries arrive by phone, email and your website, and the follow-up lives in somebody's head. eventru puts each one on a jobs board with its next step and its owner, and keeps every call, email and action against the client.
The problem
Work is lost between the enquiry and the proposal
Nobody decides to drop an enquiry. It just sits in an inbox while the team is on site at another event, and by the time someone replies the client has booked elsewhere.
A jobs board from enquiry to delivered
Each event is a card in its stage: Enquiry, RFP Sent, Quote Sent, Confirmed, Invoicing and Delivered. The card shows what it's waiting on and who owns the next step, and overdue actions are flagged on it, so the board answers the question a Monday meeting usually spends half an hour on.
- Filter by owner, search by client or job number
- Sort by event date, value or last activity
- Waiting-on and open-action chips on every card
Take enquiries straight from your website
Add the eventru enquiry form to your own site. Enquiries land in an inbox, and accepting one turns the brief into an event on the board with nothing retyped: the dates, numbers, location and budget the client gave you are already on it.
- One script tag on your site
- Bot checks and rate limits built in
- Accept, or mark as spam
Clients, contacts and every conversation
Calls, emails and meetings are logged against the client and the event, with actions that have an owner and a due date. When someone picks up a client they have not spoken to before, the history is on the record rather than in a colleague's sent items. The client portal lets clients send their own briefs.
- Interactions and actions per client
- Client portal for briefs and proposals
- Rep companies and supplier contacts too
Forecast the year from the same board
The pipeline report reads the board: weighted forecast, won, win rate, average deal size and sales cycle, by financial or calendar year, with where your work comes from. Because it reads the same cards the team moves every day, it is current without anyone preparing it.
- Conversion funnel and won vs open by quarter
- By source and by owner
- Excel and PDF export
Questions
About jobs board, pipeline & crm
Is eventru a CRM?
It includes one, built around events rather than generic deals: clients, contacts, interactions and actions, all tied to the events they belong to, with a jobs board and a pipeline report on top.
Can enquiries come in from our website?
Yes. The enquiry form embeds on your own site with one script tag. Submissions land in an Enquiries inbox, and accepting one builds the event on the jobs board.
Can I see who owns each job?
Yes. Every card shows its owner, and the board filters by owner, so each person can see their own work and a manager can see everyone's.
What happens to an enquiry once it is won?
It is already an event, so winning it moves the card on rather than starting a new file. Venue sourcing, the proposal, the budget and the run of show all hang off the same event.
Run your next event in eventru
Start on the free plan with a real event. Every module is switched on, and you don't need a card.
Built on 15 years of event experience