What Customer Management Software does for a event planner
Customer management software tracks repeat customers, their purchase history, contact details and preferences in one central database. For a event planner, the value shows up exactly where the work is hardest.
An event planner buys and coordinates multiple suppliers, so tracking costs and vendor payments per event is critical. Event margins come from the markup on vendor costs and coordination fees, so accurate costing per event decides profit.
Corporate and institutional clients expect compliant eTIMS invoices for venue and catering charges. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Event Planners run differently, and the software should too
A generic till misses the details that decide whether a event planner makes money. These are the ones that matter:
- 1
The daily reality
Multiple vendors to pay and coordinate. Customer Management Software built for a event planner turns that into a number you can act on, and you also see every customer's full history: what they bought, when they paid, their preferences and contact details.
- 2
Where the margin leaks
Client deposits and balances on large bookings. Customer Management Software built for a event planner turns that into a number you can act on, and you also track loyalty and repeat customers to reward them with discounts or priority service.
- 3
What slows the counter
Last minute changes and cancellations. Customer Management Software built for a event planner turns that into a number you can act on, and you also segment customers by purchase pattern to target promotions to the right people.
- 4
What buyers expect
Tracking expenses and profit per event. Customer Management Software built for a event planner turns that into a number you can act on, and you also send automated birthday or anniversary reminders to keep customers coming back.
What to look for in Customer Management Software for a event planner
- Mobile-first customer lookup (no staff training required). This matters for a event planner because of multiple vendors to pay and coordinate.
- Offline customer database so lookups work during outages. This matters for a event planner because of client deposits and balances on large bookings.
- Built-in loyalty points or punch card system. This matters for a event planner because of last minute changes and cancellations.
- Simple customer segmentation and targeted promotions. This matters for a event planner because of tracking expenses and profit per event.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real event planner example
A Nairobi event planner running 20 events a month loses visibility of costs and deposits across multiple vendors.
- Multiple vendors to pay and coordinate.
- Client deposits and balances on large bookings.
- Last minute changes and cancellations.
- See every customer's full history: what they bought, when they paid, their preferences and contact details.
- Track loyalty and repeat customers to reward them with discounts or priority service.
- Segment customers by purchase pattern to target promotions to the right people.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Corporate and institutional clients expect compliant eTIMS invoices for venue and catering charges.
Customer management software tracks repeat customers, their purchase history, contact details and preferences in one central database. Here is what that looks like with Veira:
- See every customer's full history: what they bought, when they paid, their preferences and contact details
- Track loyalty and repeat customers to reward them with discounts or priority service
- Segment customers by purchase pattern to target promotions to the right people
- Send automated birthday or anniversary reminders to keep customers coming back
Frequently asked questions
Is Customer Management Software hard to set up for a event planner?
Does it keep working offline?
Does it handle M-Pesa for a event planner?
Is it KRA eTIMS compliant?
How much does Customer Management Software cost for a event planner in Kenya?
Can it run more than one event planner?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one event planner or several across Kenya, Veira gives you customer management that fits the trade instead of fighting it. Book a free demo and see it work with your own venue rentals.