Book More Events With a Better CRM
Better lead capture, management, follow up and automation to close move clients down the sales funnel and book more business
Drive Sales Growth
Lead tracking maximizes touch points per lead
Increase Sales Activities
Improved operations to free up key staff to better pursue leads
Trusted By Venues of All Sizes
For Your Venue
Drive sales growth with a more powerful CRM
Streamline the booking process with the power of an easy to use CRM. Optimize lead tracking by logging statuses, activities/notes and quickly create proposals/contracts for e-signatures. Once signed, automatically request the first deposit. Booking more events and scaling your business just got easier.
For Your Clients
Seamless client experience to close leads faster
You’ve moved a lead down the sales funnel, now what?Easily create custom proposals/contracts in our CRM, request their e-signatures and send an invoice for their first deposit all in one easy-to-use workflow. A better workflow to close a
Popular Features to Help Grow Sales
Powerful sales software to help your team book more events, deepen relationships, and manage the pipeline more effectively – all in easy-to-use one platform.
Lead Capture From All Sources
The Knot, Wedding Wire and others flow through
Centralized Lead Management
Manage leads from one table and their details from one screen
Activity & Notes Tracking
Log all activities and notes to each lead to track the status
Client Data Management
Track all client data in one place and create custom fields
Track lead status through conversion for the entire team to view
Proposals and Contracts
Create contracts/proposals and send out for e-signatures
The customer service is fantastic. The VenueX team has been quick to respond to any questions or trouble shoot issues and they are very responsive to our needs. 10/10! The platform is comprehensive, and customizable that helps our client organize their plans and stay on track. We were able to tailor the content of the portal to match the information we require of our clients from the checklist to the customizable floor plan.
More VenueX Features to Explore
Proposals, Contracts & E-Sign
Create branded proposals/contracts in minutes and send out to e-sign.
Payments (Coming Soon!)
Accept all major credit/debit cards and ACH payments from clients.
Shared Document Center
Keep all event related documents and collaborate with clients in one place.
Questionnaire & Custom Fields
Collect event data through custom fields and client questionnaires.
Floor Plans & Table Assigments
Design to-scale floor plans and publish to your clients’ portal to finalize seating charts.
Provide clients with a digital checklist to complete the essentials on time.
Preferred Vendors & Lists
Easy way for your clients to browse, contact and submit their vendor details.
Analytics & Reporting
Your single source of truth to understand how your business is performing.
Frequently Asked Questions
How does the onboarding process work?
Our white glove onboarding process is completely done by our team. We first request a few branding assets and then begin setting up your portals and migrating your data from other platforms. From start to finish our process is handled by us in time to launch to your venue a few days after signing up.
Will I have access to an account manager or just general support?
Absolutely! You will have a single account manager dedicated to your venue so you have a direct line for any support questions.
How do my clients get access to their portal?
Your clients are granted access once you add an event to the calendar or a lead is converted to the "Booked" status in the CRM. Once added, clients will automatically receive a welcome email with their login credentials.
Can VenueX support multiple venues?
We definitely can. We work with single venues (small, medium or large) and large hospitality groups. We can support any venue structure.
Can the portals be linked to our venue's domain?
Yes! We'll work with your webmaster to put link the portals at www.[yourwebsite].com/portal (or anywhere you want).