Event Management & CRM

Coordinate vendors, manage client communications, track budgets, and automate your entire event planning process from inquiry to execution.

Win more clients with beautiful, digital proposals.

• Smart Questionnaires: Gather event details, dates, and budgets automatically before you even speak to the client.
• Automated Proposals: Send professional quotes with breakdowns for catering, decor, and venue.
• Instant Approvals: Clients can review, accept, and sign proposals directly from their phone or computer.

Keep every event detail organised from inquiry to execution.

• Kanban Board: Track multiple events across different planning stages visually.
• Task Automation: Auto-assign tasks leading up to the event date to ensure nothing slips through the cracks.
• Document Storage: Keep floor plans, run sheets, and vendor lists in one secure place.

Streamline communication with caterers, florists, and venues.

• Email & SMS Sequences: Build automated workflows to request quotes and confirm details with vendors.
• Timeline Updates: Automatically send schedule changes to all relevant parties instantly.
• Vendor Portals: Give vendors a secure way to upload their own contracts and invoices directly.

Get paid faster and secure your bookings with ease.

• eSignatures: Send legally binding contracts that clients can sign digitally in seconds.
• Payment Collection: Secure deposits instantly via integrated Stripe or PayPal payment links.
• Automated Reminders: Never chase an invoice again; the system automatically reminds clients of upcoming payments.

Centralise all your event communications in one place.

• All Channels in One Place: Manage emails, texts, and social DMs from nervous brides or corporate clients seamlessly.
• Team Collaboration: Your entire planning team can see the communication history for any event.
• Quick Replies: Use templates to answer common questions about logistics, pricing, and availability.

Turn successful events into powerful social proof.

• Post-Event Follow-up: Automatically request reviews and referrals the day after a successful event.
• Reputation Management: Monitor and respond to Google and Facebook reviews directly from OmniSAM.
• Display Your Wins: Easily showcase your 5-star reviews on your website to build trust with new leads.