Corporate event management CRM & deal pipeline
Specialized CRM engineered for corporate lead tracking, dynamic quote generation, and multi-vendor event logistics.
- TypeScript
- Supabase
- Tailwind CSS
- Webhooks
- REST API
The challenge
A corporate event production company handled hundreds of incoming inquiries per month through WhatsApp, email, and web forms. Lacking a CRM designed for the complexity of event quoting (combining venue fees, custom catering headcount, AV equipment, and production crew), account executives took up to 3 days to assemble a single proposal. Several high-value opportunities were lost due to sluggish response times.
The technical solution
RG Systems engineered a tailored CRM matching the exact operational stages of event sales:
- Staged Sales Pipeline: Automatic lead scoring based on event dates, format (gala, convention, festival), and projected attendee volume.
- Dynamic Quoting Engine: Instant multi-tier pricing calculator pulling venue rates, per-attendee catering tiers, and staff margins to produce a branded PDF proposal in seconds.
- WhatsApp & Calendar Automation: Automated follow-up triggers after quote dispatch and direct synchronization with supplier schedules.
The solution leveraged Supabase PostgreSQL with real-time webhooks and a lightning-fast responsive interface.
Operational results
- Proposal creation time slashed from 72 hours down to 15 minutes.
- 42% increase in lead-to-signed-contract conversion rate.
- Complete revenue forecast visibility across a 6-month horizon for executive leadership.
- Unified 360° interaction log for all corporate clients.
Let us engineer the right solution for your business
We evaluate your workflow and build bespoke tools tailored to your operational realities.