Event Temple

Vorteile: It is easy to use - especially when sending out initial responses to inquiries! I love having one place to respond to text messages with an actual keyboard! Also - having all of my lead names in front of me at once - no matter their stage - is amazing! It certainly helps with memory ;-)

Nachteile: Really, the only reason for 4 of 5 stars in the Overall Quality / Features, Functionality sections is that there are a few tweaks that would make my life easier (I think same for my colleagues, but we all have different styles!). One is that once a prospect is moved into a certain pipeline beyond the New Lead, there is no way to see (at a glance - without running a report) what their inquiry date or last date of comms was. As an example: I have 3 pages of "Comms in Progress" leads. I would like to do a mass follow up auto email to those I haven't corresponded with in a few weeks - but - without looking at each file individually - cannot tell who that cohort is. Does that make sense? I have assumed a few times and sent an auto email to someone with whom I had just spoken a few days prior and it is a bit embarrassing! Also - and I don't know if this affects anyone else...but is it possible to see the name of the lead texting us with each text? It is AWESOME that they are dropped directly into my email box!! Thing is: I get their names attached to the first text...but it shows as just a phone number after that. Selfishly, I would love the ease of always knowing to whom it is I am texting without having to log into the program and look it up! This program is amazing! These are small tweaks that would improve my use of it!

Kommentare: Our entire team is now better organized and we are able to provide much better customer service. The automated responses and followup emails has not only saved us a ton of time but following up has generated enough bookings to pay for the software in only two months of usage.

Vorteile: I cannot say enough about EventTemple. The Pipeline system allows everyone on the team to see where we are in process with every single client and track all of our communication with them seamlessly. Document sharing, and signing is all streamlined.
Probably one of the most important things things that I use, and wasn't even aware I needed it until using the software, was the Automated responses. Our followup process was sporadic but now we can follow up without a great deal of work. Fortune is in the follow-up they say and we have definitely booked several events because of the automated follow up responses.
We still have not set up all of the features and integrating all of our processes such as bookkeeping yet, but are looking forward to doing so.
The time EventTemple has saved myself and my team is tremendous - I'd say it has cut email time to about 1/4 of what it was previously and we are experiencing great customer satisfaction because we are able to respond quickly and more thoroughly. The amount of time it has saved us, and the increase in revenue from more booked events covered the cost of the software within the first two months of use.

Nachteile: The one thing that we would like is a calendar and way to schedule staff, although we think we have a work around by using the tasks feature. In every other way EventTemple has met all of our expectations and more, including features that we didn't know we needed until we started using it.