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Stop event leads going cold in peak season
Every open inquiry from forms, email, phone and agency intros sits in one shared list, each with a clear owner and next step.
CRM for event companies
Secure bookings year after yearAdd a short introduction.Track every inquiry with ease, from first email to confirmed booking. Keep each client's event history in one place, so you know exactly when the annual conference, summer party or team day is due.
From inquiry to booking to rebooking
Every corporate booking follows the same path: an inquiry, a proposal, a decision, the event, then repeat next year, if you get the timing right. Capsule keeps every step in one shared view.
Turn more inquiries into repeat business
Web forms, emails, calls, and agency intros land in one pipeline, each with an owner and a next step. Set a dated follow-up on every open inquiry, so a quiet client gets a nudge before they book someone else.
Never miss out on an annual event
Set the rebooking reminder before the event wraps, timed for when the client starts planning. Tag your annual clients and see who's due this quarter at a glance.
Keep the account when the booker moves on
Corporate events are often booked by assistants and office managers planning on top of the day job. Capsule keeps every past event, email, and note on the company record, so a new contact doesn’t mean starting from scratch.
Speedy, human-led support
Our support team knows Capsule and how to help whenever you need us – no plan limitations. We don’t do bots. We do better.
Your business on the go
Capsule’s mobile app keeps your pipeline moving, even when you’re not at your desk. Meeting notes, contacts, and deals — all to go.
Easily get data into Capsule
Used a CRM before? Or, do you have spreadsheet full of data? Import it in a few simple steps.
Product![A screenshot inside capsule of a project status]()
Built for every B2B events business
Whether you produce corporate events, rent out AV and lighting equipment, or book keynote speakers, your best revenue comes from repeat clients.
Corporate event production and team building
Build an annual calendar of corporate clients and their event dates, then rebook each one before their planning starts.
AV, lighting and event rental
Track bookings by planner, agency and end client, and spot the accounts that have gone quiet. Capsule handles the client relationship; keep your rental system for the equipment.
Speaker bureaus and talent agencies
Keep clients, events and the speakers or acts you placed connected, so when next year's conference starts planning, you're the first call.
Integrations
Connect Capsule with the tools you already use.
Browse marketplaceMore bookings, fewer cold leads
See how Capsule helps B2B event companies win the inquiry and the rebooking.
Win repeat corporate event bookings
Blog
How to win repeat corporate event bookings
Build an annual client calendar, time your rebooking follow-ups, and keep the full history when the client’s contact changes.
Every planner and job in one place
Blog
How to keep every planner, agency and job in one place
For AV, lighting and hire companies: view every event planner’s full booking history and spot which accounts have gone quiet.
Pricing
Pay for the tools you need and nothing you don’t. No onboarding costs or sudden price hikes.
Free
Perfect to try Capsule and see how it works.
Starter
For small businesses with one to five employees.
GrowthEnhanced AI Tools
Got a small sales team? This is the plan for you.
AdvancedEnhanced AI Tools
For big sales teams and fast-growing small businesses.
Frequently Asked Questions
It's a CRM for event companies that manages the booking side of the business: corporate client contacts, inquiries, proposals, confirmed bookings and rebooking dates. It replaces the mix of inboxes, spreadsheets, and memory most B2B event businesses start with, so anyone on the team can see where every booking stands. For a comparison of options, see Best CRM for event planners: our picks.
If your repeat corporate bookings rely on one person remembering to get in touch, you need one before that person goes on vacation. Follow-ups slip in busy months and annual clients book someone else. A CRM gives the whole team a shared record of every client and a reminder when they're due. Read how to win repeat corporate event bookings for more.
No. Capsule manages your clients, inquiries, and sales pipeline. It doesn't sell tickets, handle attendee registration, or manage venue calendars and equipment availability. Many event companies use Capsule alongside those tools, then use Capsule Projects to track delivery once a job is booked. See how to use Projects to run an event.
Yes, for the client side. Track each planner, agency, and venue with their full booking history, and set reminders to check in before their next likely booking. Keep your rental system for stock and availability. More in Event rental CRM: keep every planner, agency and job in one place.
Yes. Track each client inquiry through your pipeline, keep clients and the talent you placed connected, and set reminders for annual events that will need booking again. More in CRM for speaker bureaus: win the rebooking for next year's conference.
