1pm is a CRM software designed for event professionals and venues to manage the entire event process from lead acquisition to finalized bookings. The CRM focuses on financial transactions, sourcing leads from various sources and directing them into a manageable pipeline. Users can respond using templates, generate quotes, and dispatch proposals that clients can approve online. Accepted quotes automatically update the booking schedule and evolve into invoices that can be paid online. It also syncs with Xero and provides reports on leads, conversions, deposits, and revenue.
1pm offers real-time event management capabilities. Each event has a live schedule and a Banquet Event Order (BEO), accessible to crew, suppliers, and clients. It provides a mobile-optimized view for crew members, showing their responsibilities and call times. Changes to the schedule are instantly updated on all connected devices. This feature works even with inconsistent venue Wi-Fi.
Additional features of 1pm include contact and company management, venue details, double-booking prevention, food and beverage menus, task and checklist creation, file collection, appointment scheduling, a client portal, automation for reminders, a calendar, name tags, and a help centre. It is suitable for various event professionals and uses industry-specific language without the complexity of enterprise software.
A free trial is also available with the only limit on outbound email: the trial can send up to 200 emails a month (crew invites, requests, and reminders), and a paid plan lifts this to 1,000 a month. Everything your crew and clients submit back through their share links is unlimited, even on the trial.