Speaker CRM
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      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

      Screenshot 2024-10-23 at 9.32.43 AM

      • Dashboard: 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:

        • Edit > Opens the 'Event Details' page to edit the event name, slug, date, time, logo, and background image.

        • Delete > Delete this event. Once deleted, the event cannot be restored and any data specific to the event (forms, sessions, etc.) will be lost.

      • Speakers: Contacts listed as a session speaker of any event within the organization.

        • Admins can add additional fields to their view by selecting 'Show/Hide Fields'.

          • NOTE: Admins can not create multiple views or save a view after adding or removing fields.

          • Speakers 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. Speakers can also be added one at a time using the orange 'Add+' button.

      • Contacts: 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'.

          • NOTE: Admins can not create multiple views or save a view after adding or removing 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.

      • 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.

      • Settings:

        • Organization Details: name, slug, logo image, and banner image

          • Organization team members can edit details to reflect their organization.

        • Organization Team: Add and view team members who have access to your organization and/or events.

        • Email Templates: Create templates to send contacts emails from the organization level.

        • Integrations: Manage the integrations you are using for an event.

          • Integration Partners: ASP Events, ExpoPlatform, Grip, Gleanin, Swapcard, Swoogo, and many more!

        • API Tokens: Event organizers can utilize Sessionboard's Open API to connect to third-party systems (contact support@sessionboard.com to retrieve access to our open API).