How event planners operate
Event planners manage client relationships, vendor coordination, and run-of-show logistics across 10-20 vendors per event. Venue operators manage bookings, contracts, and on-property events. Most use HoneyBook, Aisle Planner, or venue-specific tools.
Common challenges we see
- Inquiry response time kills conversion against competing planners
- Vendor coordination happens across email and spreadsheets
- Run-of-show documents get stale during event week
- Multi-event timelines overlap without unified visibility
- Post-event follow-up for repeat business is inconsistent
How KamoCRM applies to Event Planners & Venues
KamoCRM centralizes client and vendor relationships. Documents hold proposals, contracts, and timelines. Stripe handles deposits. The AI assistant answers client FAQs from your knowledge base.
What's included in every KamoCRM deployment
The same unified platform powers every industry. Listed below is what's actually built today.
CRM & Sales
The relationship core, adaptable to your deal flow.
- Leads, contacts, and account management
- Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
- Imports, exports, and de-duplication
- Sales analytics and lead reporting
Communications
Calls, video, messaging, email — unified on customer records.
- RingCentral integration for business phone and SMS
- Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
- Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
- Real-time team messaging with presence
- Calendar sync via CalDAV
Documents & Knowledge
Work together on documents, capture institutional knowledge, and put AI on top.
- Real-time collaborative document editing
- Secure file storage (MinIO) and media library
- Knowledge base with approval workflows
- Version control and history
AI
An assistant grounded in your knowledge base, not a generic chatbot.
- AI chat assistant
- RAG-powered semantic search across your knowledge base and data
- Predictive insights and recommendations
Admin, White-Label & Security
Multi-tenant from day one, with your brand on every surface.
- Multi-tenant organizations with department and team management
- Role-based access control (RBAC)
- Single sign-on: Google, Microsoft, Apple
- Full white-label branding (logo, colors, domains, email)
- Per-organization feature toggles
- End-to-end encryption on video and data at rest
- SOC 2 and GDPR aligned; 99.9% uptime SLA
- Kubernetes-native (RKE2) on CockroachDB
Billing & Commerce
Billing for customers who resell or charge through the platform.
- Stripe billing integration
- Subscription and one-time charge handling
- Commerce and market pipelines
Industry-specific features for event planners — available via request
These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.
- Vendor management hub with performance tracking
- Run-of-show timeline with mobile vendor access
- Venue availability calendar
- Multi-payment schedule billing (deposit / secondary / final)
- Post-event referral capture
- HoneyBook / Aisle Planner migration tooling
Questions about KamoCRM for event planners
See KamoCRM for Event Planners & Venues
Start free on the unified platform. Request the industry-specific features you need on top.