Proposals
Present the agreed event scope.
Explore ProposalsPixie CRM for event planners, production businesses, venues and entertainment providers
CRM for Events & Entertainment
Events depend on many people understanding the same brief at the right moment. Pixie connects the client conversation, proposal, project tasks and billing so the administrative handovers have a common reference. It helps the team keep decisions and responsibilities visible as the event develops.
Events & Entertainment · A connected workflow
Carry the event brief from first idea to final follow-up.
Illustrative process · configured around your team
- 01Shape the brief
- 02Agree the scope
- 03Coordinate the production
- 04Close the event
How Pixie fits your business
Carry the event brief from first idea to final follow-up.
A change in the brief can affect suppliers, staffing and the client budget. Recording the decision and its owner makes it easier to coordinate the next action before the event date approaches.
For event planners, production businesses, venues and entertainment providers, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from shape the brief to close the event. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for events & entertainment; the final process should reflect your service model and the systems you already use.
- 01
Shape the brief
Record the organiser objectives, event date and decision contacts.
- 02
Agree the scope
Keep the accepted proposal and commercial assumptions together.
- 03
Coordinate the production
Assign milestones, supplier follow-up and internal preparation tasks.
- 04
Close the event
Review open actions, billing and feedback with the client account.
Build around the work you do
Relevant modules for events & entertainment.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Project management
Coordinate the delivery timeline and milestones.
Explore Project managementTasks & workflows
Allocate preparation and supplier follow-up.
Explore Tasks & workflowsTeam calendar
Keep planning and event dates visible.
Explore Team calendarExpenses
Organise relevant expense review.
Explore ExpensesInvoicing
Prepare agreed stage and final billing.
Explore InvoicingAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Assess ticketing, audience access, specialist production planning and safety documentation separately. Confirm how supplier changes and client approvals affect the commercial record.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from events & entertainment teams.
Use these answers to shape the conversation about your proposed configuration.
Can we coordinate several events for one client?
Plan each event as distinct work linked to the client relationship. Agree naming, ownership and reporting so the account team can see both individual delivery and the wider relationship.
Which modules should our team start with?
Start with the relationship record and the most important handover in your events & entertainment process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in shape the brief and close the event. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real events & entertainment customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.