Best 10 CRM Solutions Using AI for Event Planners 2025

Max Wu Nov 19, 2024

In today's fast-paced event planning industry, managing client relations, data, and workflows effectively is crucial. With AI integration, Customer Relationship Management (CRM) tools have become smarter and more efficient, offering event planners a seamless way to boost productivity and improve event management. In this guide, we'll go over the Top 10 AI-powered CRM solutions for event planners in 2025 that can elevate your event planning business.

Why Event Planners Need AI-Powered CRMs

In the fast-paced world of event planning, AI-powered CRMs have revolutionized how tasks are automated, simplifying event logistics and freeing up planners to focus on the bigger picture. Whether it’s managing registrations, communicating with vendors, or ensuring smooth client interactions, AI tools embedded in CRMs engage seamlessly with every stage of the process.

AI doesn’t just ensure events run smoothly; it also provides valuable analytics and real-time data to help event planners make smarter decisions on the go. From predicting attendee behavior to optimizing vendor selection, these insights are indispensable for improving event efficiency and profitability.

Moreover, planners benefit from streamlined workflows that reduce the drudgery of manual tasks, saving time and boosting overall client satisfaction. As the event progresses, AI-driven automations handle routine processes like sending follow-up emails or updating attendee lists, keeping everything on track with minimal human intervention.

Benefits of AI-Powered CRMs for Event Planners:

  • Automated communication with attendees, sponsors, and vendors for effortless coordination.
  • Real-time data analytics for better decision-making and event adjustments.
  • Optimized workflows that reduce manual, repetitive tasks, enhancing focus on creative and strategic efforts.
  • Increased client satisfaction through timely and customized event interactions.

AI-powered CRMs are no longer a luxury – they are an essential tool to stay ahead of the competition, keep events organized, and improve overall management efficiency in today’s rapidly evolving industry.

recNcIS6DsBpiCklZ -  Screenshot of an email marketing dashboard displaying email analytics including click rates and registration links_

How to Choose the Right AI-Powered CRM Solution

When selecting an AI-powered CRM solution, it’s essential to consider key factors that align with your event planning needs. Here are the top considerations:

Scalability:

Your CRM should be adaptable to your growth. As your events increase in size, complexity, or attendee count, your system must scale effectively without performance issues, ensuring your team's productivity isn’t slowed down by software limitations. CRMs with robust scalability options will allow you to accommodate more users, additional data, and expanded functionalities easily.

Ease-of-Use:

A user-friendly interface is crucial for event planners juggling multiple tasks. The easier it is for your team to adopt the CRM quickly, the faster you’ll see a return in time saved and improved workflow efficiency. A well-designed and intuitive CRM can reduce onboarding time, ensuring even non-technical staff can operate the system with ease — a lifesaver during time-sensitive events.

AI Integration:

Look for CRMs that genuinely harness the power of AI to automate repetitive tasks, like managing attendee registrations, communication, and follow-ups. Tools offering AI-driven insights are especially valuable for planning events by analyzing past behaviors and predicting future success factors. 

By keeping these factors in mind, your chosen CRM can support more efficient event planning, streamline workflows, and deliver better results across various stages of your event.

recvHIex94y1IWynI -  A smart CRM interface showing integrated AI features like predictive analytics and lead-ranking analytics_

Key Features to Look for in the Best CRMs for Event Planners

When selecting a CRM for your event planning needs, there are several essential features that can make all the difference. The right CRM not only simplifies the planning process but also enhances your decision-making and communication capabilities. Here are the key features to look for when evaluating AI-powered CRM solutions:

  • Customization capabilities: A good CRM offers options to tailor workflows, registration forms, ticketing platforms, and client outreach to match your event's specific requirements. The ability to adapt your CRM to meet unique event needs can improve both efficiency and client satisfaction.
  • AI-driven analytics: AI-enhanced reports allow you to track event performance in real-time, offering insights into attendee engagement, vendor interactions, and session feedback. With this data at your fingertips, you can optimize future events and maximize ROI.
  • Automation for repetitive tasks: Automated workflows save time by taking over tasks like sending follow-up emails, updating RSVP lists, or assigning tasks to team members. 

By focusing on these crucial features, you’ll be well-equipped to choose a CRM system that's not just efficient but also scalable and adaptive, ensuring your event planning process is seamless and impactful.

recmIkOGMpmTwsnuJ -  A person closing their laptop after sending a batch of cold emails, with an email marketing KPI dashboard in the background_

1. ClickUp – AI-Powered Task & Workflow Management

ClickUp stands out best among project management tools by seamlessly blending traditional to-do lists with advanced AI-driven functions. It’s ideal for event planners who need to balance numerous tasks, timelines, and resources while ensuring precision and efficiency. Designed to handle large-scale events and smaller projects alike, ClickUp offers flexibility across team sizes and industries.

One valuable component of ClickUp's AI capabilities is its predictive analytics feature, which can intelligently estimate task completion times based on past performance and data, allowing teams to better schedule and prepare for upcoming deadlines. Additionally, automations simplify event workflow steps. For instance, communication with vendors or managing registration lists can be automated, removing manual tasks from the event planning process. This level of efficiency helps event planners stay focused on the bigger picture.

For those coordinating multiple teams across different departments, ClickUp's real-time collaboration tools can help manage everything from content creation to logistics by offering a clear view of task status, timelines, and progress.

  • Versatility: Effective for team collaboration, timeline management, and task tracking for events of all sizes.
  • AI-powered project management: Automates scheduling and communication, saving time and reducing human error.
  • Cross-industry flexibility: While not solely designed for event planning, it offers customizable templates to suit different projects.

Whether you're coordinating a small seminar or a large multi-day conference, ClickUp offers scalability and adaptability, making it a go-to tool for busy planners.

2. Cvent – AI to Improve Event Engagement and Marketing Automation

Cvent provides event planners with a robust set of AI-powered features that make managing events smarter and more efficient. One of the standout elements is its ability to personalize communication through AI. This means marketers can send tailored invitations, reminders, and updates throughout the event lifecycle, increasing engagement with attendees. With the help of AI, Cvent also streamlines the registration process, identifying and segmenting potential attendees for targeted outreach.

For post-event activities, Cvent uses AI tools to analyze feedback, attendee behavior, and engagement metrics. This thorough analysis provides actionable insights that can help planners refine their future events, ensuring continued success.

  • AI-driven personalization to tailor event marketing and communication.
  • Use AI to manage guest engagement and optimize registration flow.
  • One platform to cover everything—from event execution to post-event analysis.

3. EventMobi – Flexible Event Management with AI Insights

EventMobi stands out as an ideal choice for event planners seeking a comprehensive yet flexible event management solution. It offers a highly customizable platform, allowing planners to tailor workflows to the specific needs of each event while minimizing manual tasks.

EventMobi website

Key features make EventMobi particularly valuable when combined with AI capabilities:

  • Flexible and AI-driven workflows: From registration to post-event surveys, EventMobi automates essential tasks, reducing the time spent on individual processes.
  • AI-enhanced data collection: Powerful analytical tools gather and review attendee feedback in real time, helping event planners understand behavior, preferences, and experiences with unmatched precision.
  • Mobile-first platform: Easily manage events remotely using its intuitive mobile app, which comes equipped with real-time updates, push notifications, and streamlined attendee communication.

EventMobi offers a winning formula through its AI-powered flexibility, data insights, and mobile-first design, all crucial for today's dynamic event landscapes.

4. Monday – AI-Enhanced CRM for Seamless Team Collaboration

Monday’s AI-enhanced CRM is designed to streamline event planning by automating tasks and improving team collaboration. One of its standout features is smart automation, which allows event planners to automate routine workflows like email communications, scheduling, and task assignments. Whether organizing guest lists or managing vendor partnerships, Monday offers a tailored solution for both small and large event teams.

The real advantage lies in its ability to pair AI-generated insights with performance tracking. This feature helps event planners quickly assess event progress, providing actionable data on engagement, task completion rates, and overall logistics. By using AI to uncover bottlenecks and missed opportunities, event managers can adjust their strategy in real-time to achieve better results.

Additionally, since Monday is designed for teams, it provides a strong suite of collaborative tools. AI-enhanced task management ensures that deadlines are met, and team communication runs smoothly with real-time project updates. Whether you’re planning a small gathering or managing a large-scale conference, the platform's flexibility allows it to scale with your event’s size and specific needs.

Monday combines smart AI capabilities with flexibility, making it a great choice for event planners who need both seamless team collaboration and advanced data-driven decision-making.

5. Glue Up – Full Suite of CRM, Engagement Management, and Sales Features

Glue Up stands out as an all-in-one CRM solution designed to simplify event management through AI-enhanced functionalities. Its smart tools allow event planners to craft tailored client journeys, making attendee engagement more relevant and effective. With Glue Up, planners benefit from an integrated solution that merges event management with marketing, sales, and client relationship features.

One of the core strengths of Glue Up is its unified dashboard, which centralizes all event aspects—from sales tracking to customer behavior analysis. This holistic view streamlines decision-making and ensures nothing falls through the cracks. Whether you're optimizing promotion outreach or analyzing post-event feedback, everything can be handled in one place.

In addition, Glue Up provides advanced AI capabilities to streamline follow-up communications post-event. Planners can automate follow-ups with attendees, sponsors, or exhibitors via personalized emails or SMS, significantly improving engagement and feedback collection.

Key Benefits of Glue Up:

  1. AI-enhanced client journeys that boost engagement.
  2. Unified dashboard offering full-scale event management from sales to customer feedback.
  3. Post-event follow-ups with automated, personalized messaging to maintain high engagement.
  4. Seamless integration with other marketing and CRM tools for a comprehensive solution.

Glue Up is ideal for event professionals looking to enhance client engagement and reduce manual processes with the help of AI.

6. Planning Pod – AI-Driven Event Planning Across Venues

Planning Pod stands out by offering AI-driven tools that streamline the often complex process of venue management. For event planners managing multiple locations or working with limited venue availability, this platform brings much-needed efficiency to how booking trends are analyzed and resources are optimized.

One of its core features is AI-powered automation, which simplifies essential tasks such as sending out venue contracts, managing payments, and tracking bookings. This saves time spent on manual, repetitive tasks, freeing event planners to focus on broader event execution.

Beyond that, Planning Pod’s AI-driven analyses help you spot trends in venue bookings, from peak seasons to underutilized spaces. By forecasting these patterns, event planners can make data-backed decisions on when and where to hold future events, helping to maximize both attendance and venue resources.

In addition to task automation and trend analyses, Planning Pod provides a unified system to handle every aspect of venue management, including payment processing, customer management, and vendor coordination. This all-in-one solution is perfect for planners looking to streamline their workload into one concise platform.

    • AI-powered automation for venue management tasks.
    • AI analysis for booking trends and resource allocation.
    • Comprehensive dashboard integrating task management, payments, and customer management.

7. EventHub – AI-Powered Vendor Management Platform

EventHub features an AI-powered vendor management platform designed specifically for streamlining communication with exhibitors and vendors. Its intelligent algorithms help event planners maintain crucial relationships by analyzing sponsor engagement and recommending optimal outreach strategies. You’ll be able to track real-time performance metrics that ensure you’re always engaging with the right partners at the right time.

One of EventHub’s key strengths is its ability to automate exhibitor management workflows using AI. For instance, the platform can predict the best times to follow up with vendors and automatically cue communication sequences. This dramatically reduces manual planning efforts, allowing event planners to focus on big-picture strategies and event experience enhancement.

By leveraging AI insights, EventHub ensures that every point of contact with vendors and sponsors is more informed, timely, and impactful—saving both time and resources in the planning process.

  • AI solutions for managing vendor and exhibitor communication.
  • Streamlines sponsor engagement by identifying key performance metrics using AI models.
  • Provides AI-suggested exhibitor management workflows to save planning time.

8. Zoho CRM – AI for Personalized Experience and Advanced Data Analytics

Zoho CRM stands out for its integration of AI-driven features that cater specifically to event planners looking to provide a customized experience for their clients and attendees. At the core of its AI solution is Zia, Zoho’s AI-powered assistant, which automates a wide range of tasks from event communications to predictive analytics.

  • Zia AI Assistant: Automates routine communications, predicts attendee engagement patterns, and helps analyze the success of your event, offering actionable insights to optimize future planning.
  • AI-Powered Personalization: Create highly personalized workflows based on AI interpretations of attendee preferences and behavioral data. This enables event planners to send targeted, relevant content, fostering maximum attendee engagement.
  • Multi-Channel Automation: Zoho CRM supports seamless integrations with various communication channels, including email, social media, and SMS, ensuring your marketing efforts reach attendees at the right time, through the right medium.

Zoho’s focus on AI extends to its advanced data analytics, allowing planners to derive real-time insights into audience needs and behaviors. This data-driven approach helps with making informed decisions, optimizing everything from registration processes to post-event follow-ups.

Zoho's AI automation, combined with personalized workflows, makes it a top contender for any event planner aiming to improve productivity and attendee satisfaction.

9. HubSpot

HubSpot has emerged as a reliable AI-powered CRM solution for event planners, helping them manage customer relationships, streamline event marketing, and effortlessly track key metrics. HubSpot's AI features are particularly effective in lead management, enabling event planners to monitor attendee engagement and drive personalized interactions.

Key Features:

  • AI-Powered Lead Management: HubSpot’s AI tools help identify high-quality leads and offer intelligent recommendations on follow-ups.
  • Advanced Event Reporting: Real-time analytics provide a deep dive into attendee behavior, enabling planners to adjust strategies on the fly.
  • Multi-Channel Integration: Seamlessly integrate with email, social media, and SMS campaigns for a well-coordinated event marketing workflow.
  • Smart Tasks Automation: From registration reminders to vendor communications, HubSpot automates repetitive tasks to reduce manual effort.

HubSpot's advanced AI integrations also aid event planners in creating hyper-personalized experiences for their audience, ensuring that communications, from emails to advertisements, resonate with attendees

10. Stova

Stova is a next-generation AI-powered platform that elevates event planning and management to futuristic heights. What sets Stova apart is its remarkable ability to streamline event marketing and logistics in ways that save time, reduce manual labor, and enhance attendee experiences. Below are some standout features.

Stova website

  • AI-Powered Event Marketing: Stova uses intelligent algorithms to personalize marketing campaigns for each event. Whether it's crafting targeted ad messages or boosting engagement through personalized outreach, Stova helps planners connect with the right audience at the right time.
  • Automation of Logistics: Through its sophisticated AI tools, Stova can automate the entire event logistics cycle—from vendor management to task assignments, reducing the need for constant manual oversight.
  • Attendee Engagement and Data Capture: Equipped with advanced AI tools, Stova can track and analyze attendee behavior in real-time, offering detailed insights that event organizers can use to modify on-site activities or future event strategies.

Stova’s next-gen capabilities make it a powerful ally for event organizers looking to simplify tasks while boosting overall attendee satisfaction and driving growth through AI automation.

Using AI CRM Features for Event Success

Managing events can be overwhelming, but integrating AI-powered CRM solutions can significantly streamline your workflows. Tasks that typically take up valuable time—like registration management, handling email communications, and coordinating with vendors—can now be almost entirely automated. Here's how event planners can leverage AI tools for event success:

  • Automate Workflows: Modern CRMs empower event planners to automate repetitive tasks such as attendee registration, follow-up emails, and vendor outreach. The smart automation features keep track of everything, eliminating the need for constant manual intervention.
  • AI-Driven Feedback Tools: Post-event feedback used to involve endless surveys and follow-ups, but today’s AI-driven CRMs can seamlessly collect attendee input via forms or conversational AI right after the event. Planners can use this data for insightful reports, helping to make data-driven improvements for future functions.
  • Chatbots for Event Support: Utilizing AI chatbots allows event planners to offer 24/7 on-demand support to attendees. Simple queries such as event schedules or venue details can be managed instantly, alleviating stress on the organizing team and improving the attendee experience.

For even more in-depth lead generation and engagement, EventX’s AI-powered Lead Finder solution enhances your ability to identify high-quality leads among thousands of attendees. It helps streamline the lead-scoring process and simplifies follow-up efforts with automated, personalized messages. Learn how you can maximize your event success with this solution here.

 

 

Event Task

Before AI-Powered CRM

With AI-Powered CRM

Registration

Manual input of registrant details

Automated form submissions and tracking

Follow-Up Emails

Time-consuming manual emails

AI-generated, personalized automated follow-ups

Feedback Gathering

Manual surveys and low response rates

Instant AI-led feedback and analysis

Attendee Support

Overburdened staff handling inquiries

Chatbots providing real-time answers

By leveraging the full power of AI CRM features, event success is no longer an unpredictable journey but a well-orchestrated experience.

Choose the Best AI-Powered CRM for Your Event Planning Needs

As the role of technology in event management continues to grow, integrating AI-powered CRM solutions has become essential for staying competitive, efficient, and adaptable. Whether you are automating guest engagement, optimizing workflow coordination, or tracking vital event metrics, an effective AI-driven CRM can transform the way you plan and execute events.

Take the time to evaluate your specific event needs—scalability, automation features, and ease of use. With tools like EventX’s AI-powered Lead Finder solution, you can not only streamline your lead identification process but also ensure personalized engagement with potential attendees, sponsors, and exhibitors. Using advanced AI, this tool provides access to a global database of over 120 million verified contacts while automating follow-ups and optimizing outreach.

Explore more about EventX's Lead Finder solution.

By selecting the right CRM with cutting-edge AI technologies, you’ll optimize your event processes, boost engagement, and set the stage for more successful events, year after year.

Interested in our solution?

Are you looking for a great one stop hybrid event solution for your virtual, physical or hybrid events?
You may want to have a chat with our event consultant.

How to Increase Event Attendance with AI: 10 Proven Strategies

Mastering In-Person Events: A Comprehensive 2023 Guide

THE 10 BEST Bizzabo Alternatives & Competitors for 2025

Related Articles

October 14, 2024

The 10 Best RingCentral Event Alternatives & Competitors for 2025

When it comes to managing events or day-to-day communications for small businesses, RingCentral is often a go-to choice. However, it’s not the only option out there. RingCentral alternatives have made a significant impact by offering features that...

October 14, 2024

THE 9 BEST Stova Alternatives & Competitors for 2025

Planning and executing a successful event requires a reliable event management platform. Stova is a solid option for many people looking to streamline event planning tasks like registration, ticketing, and following up on leads. However, it’s always...

October 14, 2024

The 10 Best Attendium Alternatives & Competitors for 2025

Event management tools like Attendium serve as a backbone for modern event planning, especially with features like check-in solutions and attendee tracking. However, every event organizer’s needs vary, and that's where finding the right alternatives...