We are an event organizer in the cultural sector and are looking for event management software (including room planning). We organize a variety of events, e.g., readings, musical theater, company and family celebrations, music concerts, etc.
The solution should meet the following requirements:
- Contacts and CRM
- are stored in iCloud (in groups) and should be synchronized
- Notes on customers and contacts should be automated as much as possible (history of contact usage)
- Contacts must be usable for mailings
- Can contacts be transferred from iCloud to future CRM?
- Schedule and room allocation, room planning
- Interface to quotation creation, invoicing, and contracts for room availability as a resource
- Personnel planning
- Staff attendance at events
- Technician times
- Cleaning schedule
- Appointments and attendance
- Previously in iCal calendar
- Project management tool (temporal sequence and important information about events, attendance)
- Link to quotation creation?
- Link to personnel and helper schedules?
- Scheduling (schedule plans) for events exportable in different variants?
- PR, marketing
- Addresses and contacts for New Year's mailings from CRM system
- Contacts in history in CRM?
- Quotation creation, invoicing, and contracts (merchandise management system?)
- Resources (equipment, personnel, technical equipment)
- Quotations
- Contracts
- Invoices
- Reminders
- Preferably on-premises, local installation
Five software workstations are planned. macOS and MS Windows systems will be used.