ADD ON: Speaker CRM Overview
Your speakers & event contacts all in one place! Search, Invite, and Activate for your entire event marketing portfolio.
What is a CRM?
A CRM is a customer relationship management software that is meant to provide deep transparency into and maximize your network, improve communication, and reduce the time it takes to discover the ideal speaker for each event and activation.
Great for your conference, field events, webinars, case studies, and more.
Organization Overview

Dashboard |
The dashboard provides a summary of your organization’s event and contact activity, including total events, contacts, accepted speakers, and returning speakers. It also offers quick-start tools to manage events, import contacts, explore speaker topics, and create segments. |
Events |
List of all events (past and upcoming). If an admin has access to a specific event, from the org dashboard, the admin will be able to complete the following actions:
|
Contacts👉🏽 Learn More: |
ALL contacts associated with any event within the organization. This includes speakers, moderators, chairpersons, sponsor contacts, and exhibitor contacts. These individuals may not be associated with a session but are contacts within an event. Admins can add additional fields to their view by selecting 'Show/Hide Fields'.
Contacts can be sorted by full name A-Z or Z-A, last updated, or newest to oldest. Within 'Options' (to the right side of your screen) you can import or export data. Contacts can also be added one at a time using the orange 'Add+' button. |
Files |
View all files that have been attached to sessions within your event(s). |
Segments |
Create and view dynamic segments and curated, static lists with contact data. |
Fields |
Create and manage fields and attributes that categorize your contact data. |
History |
View a comprehensive list of all emails sent by your event team. |
Settings |
|