Get started with Sessionboard CRM
Sessionboard CRM keeps everyone your events depend on in one place. People are your speakers, members, customers, prospects, influencers and attendees. Groups are your companies, exhibitors, sponsors and chapters, with the people who work there. Bring them in from a spreadsheet or from your CRM, association management system (AMS) or event platform, then track who you’re asking in the pipeline and send agreements for e-signature.
Sign up
Section titled “Sign up”Sessionboard CRM is free for up to 500 active contacts, with no time limit. Every account saves a card first; it’s verified, not charged.
Say who and where
Answer Who do you want to keep track of? (speakers, members, customers, prospects, influencers, attendees or everyone) and Where do they live today? (HubSpot, Salesforce, your AMS, your event platform, a spreadsheet or nowhere yet). Sessionboard CRM shows a preview of your CRM, and nothing is saved until you sign in.
Start Sessionboard CRM
Enter your work email.
Confirm your email
We email you a link and a 6-digit code: select the link in the email, or type the code. Either one works once, for 15 minutes. There is no password. Or select Continue with Google or Sign in with Microsoft, when you see them, and use your work account.
Name your organization
Your organization starts on the Free plan. Select Open my CRM; it suggests a next step based on where your people are: import your spreadsheet, connect and find your people, or add your first person.
Add a card
Add a card to start using CRM asks you to save a card before you import, add or send. Stripe verifies it and nothing is charged. See Card on file.
Sign in
Section titled “Sign in”Go to the Sessionboard sign-in page, enter your work email and select the emailed link, or type the 6-digit code. The link and the code work once, for 15 minutes. Continue with Google and Sign in with Microsoft work too, when you see them. If CRM is your organization’s only Sessionboard app, signing in opens CRM.
To change the language of the sign-up and sign-in pages, select the globe at the top right: English, Français, Deutsch or Español. A new account is made in that language, and the sign-in email is written in it.
Two-step sign-in for an account that signs in by email uses an authenticator app or a passkey, not emailed codes, because the sign-in email already goes to that inbox. If you turned on emailed codes before, you keep them.
Creating a workspace means agreeing to Sessionboard’s Terms of Service and Privacy Policy. In the EU, the EEA, the UK and Switzerland you tick a box to agree, and the Data Processing Addendum is included. A teammate you invite agrees the first time they sign in.
Find your way around
Section titled “Find your way around”| Section | What it’s for |
|---|---|
| Home | Your active contacts against your plan, the setup checklist and your most recent people. |
| People | Everyone you know, in two tabs. People: one row per person, filtered in one click by tag (speaker, member, customer, prospect, influencer, attendee). Groups: your companies, exhibitors, sponsors and chapters, and the people in each. |
| Pipeline | Who you have in mind, who you’ve asked and who said yes, stage by stage. |
| Contracts | Agreements sent for e-signature, and who has signed. |
| Import | Bring people or groups in from a CSV or Excel file. |
| Connections | Read people from your CRM, AMS or event platform and choose who to bring in. |
Below them, the sidebar lists what the Sessionboard platform adds (Interest forms, Scout, Pathways, Content Gaps and custom fields) and Enterprise CRM, for more than 25,000 active contacts. Each opens a page about it.
The setup checklist
Section titled “The setup checklist”Home shows a checklist until each step is done. Each step opens the page that does it:
- Connect your CRM, AMS or event system
- Import a spreadsheet
- Add a contact
- Mark your speakers, SMEs and sponsors
- Put your speakers in a pipeline
- Send your first agreement
- Invite a teammate
Your plan
Section titled “Your plan”You store as many people and groups as you like. Your plan counts active contacts: the people you email, invite, send a contract or a form to, schedule in a session, in the last 12 months. Registrants and attendees don’t count. Up to 500 is free. Above that, plans are billed monthly or yearly, and nothing stops working while you decide. See Plans and billing.
Switch apps
Section titled “Switch apps”The nine-dot button next to the Sessionboard logo lists every Sessionboard app: Platform, Sessions, Awards, Learning, Marketing and CRM. The apps your organization has open in one select. The others open a page about the app, where an admin can add it, or book a demo of the platform. People are shared: a speaker in CRM is the same person in Marketing and Sessions.