Event Temple

Puntos a favor

I cannot say enough about EventTemple. The Pipeline system allows everyone on the team to see where we are in process with every single client and track all of our communication with them seamlessly. Document sharing, and signing is all streamlined.
Probably one of the most important things things that I use, and wasn't even aware I needed it until using the software, was the Automated responses. Our followup process was sporadic but now we can follow up without a great deal of work. Fortune is in the follow-up they say and we have definitely booked several events because of the automated follow up responses.
We still have not set up all of the features and integrating all of our processes such as bookkeeping yet, but are looking forward to doing so.
The time EventTemple has saved myself and my team is tremendous - I'd say it has cut email time to about 1/4 of what it was previously and we are experiencing great customer satisfaction because we are able to respond quickly and more thoroughly. The amount of time it has saved us, and the increase in revenue from more booked events covered the cost of the software within the first two months of use.

Puntos en contra

The one thing that we would like is a calendar and way to schedule staff, although we think we have a work around by using the tasks feature. In every other way EventTemple has met all of our expectations and more, including features that we didn't know we needed until we started using it.

Puntos a favor

Customization has been far easier than expected. Learning the interface and overall features didn't take long and after a bit of brainstorming I had our venue mostly fully configured within 2 weeks. Naturally, there have been small adjustments along the way, but nothing major.

Puntos en contra

I wish there were more options when creating documents. Yes, I can absolutely use the table features to create more structure and layout options, but end-users can accidentally adjust the table settings while adding text to intentional blank spaces for them to fill in and suddenly shift everything. A lock option would be great.

When printing it would also be good to remove the option to choose what dimensions the user wants to print to. Letter, A4, etc. It seems as though that should be entered by the admin when creating the document since flexible options will change the layout.

Lastly, a mobile-app would be wonderful - until then, it works just as well on tablet and only slightly different on mobile (must be landscape mode)

Puntos a favor

Easy to use lots of functions and the technical support are the best. Whenever I have a question or problem they are very quick to respond. Also, it's easy to configure your automation emailing campaigns keeping track of the opens and along with the stats.

Puntos en contra

When I first become a subscriber the software was difficult to delete large bridal leads listing. That problem was correct and to be honest this is the only issue I can recall with Event Temple.

Puntos a favor

Event Temple customer care is off the charts fantastic, which is unheard of for annual subscription programs. The program is incredibly customizable, accommodating, and easy to use. It reduced our booking process from 25min per event to about 3min!

Puntos en contra

I wish the financial and statistical reports were as robust and accommodating as the rest of the program.

Puntos a favor

It is easy to use - especially when sending out initial responses to inquiries! I love having one place to respond to text messages with an actual keyboard! Also - having all of my lead names in front of me at once - no matter their stage - is amazing! It certainly helps with memory ;-)

Puntos en contra

Really, the only reason for 4 of 5 stars in the Overall Quality / Features, Functionality sections is that there are a few tweaks that would make my life easier (I think same for my colleagues, but we all have different styles!). One is that once a prospect is moved into a certain pipeline beyond the New Lead, there is no way to see (at a glance - without running a report) what their inquiry date or last date of comms was. As an example: I have 3 pages of "Comms in Progress" leads. I would like to do a mass follow up auto email to those I haven't corresponded with in a few weeks - but - without looking at each file individually - cannot tell who that cohort is. Does that make sense? I have assumed a few times and sent an auto email to someone with whom I had just spoken a few days prior and it is a bit embarrassing! Also - and I don't know if this affects anyone else...but is it possible to see the name of the lead texting us with each text? It is AWESOME that they are dropped directly into my email box!! Thing is: I get their names attached to the first text...but it shows as just a phone number after that. Selfishly, I would love the ease of always knowing to whom it is I am texting without having to log into the program and look it up! This program is amazing! These are small tweaks that would improve my use of it!