CRM & client relationships
Keep the customer history in one place.
- Accounts, contacts, opportunities, and quotes
- Client onboarding, portal access, and approvals
- Customer activity and follow-up records
Features
Exhibit operations software
Connect the customer relationship, the event plan, the physical assets, and the financial records.
Create a workspaceEvents & project delivery
Coordinate the work around each event.
- Event command center, milestones, and task ownership
- Event-linked orders, documents, and communications
- Vendor assignments and operational handoffs
Inventory & asset shop
Connect asset demand to warehouse records.
- Client asset catalog and ordering
- Event inventory reservations and draft delivery preparation
- Delivery, backorder, and return tracking
Invoicing & finance
Keep customer billing and vendor costs connected.
- Customer invoices and payment records
- Vendor onboarding, bills, and payables
- Finance workspace and connected account information
Marketing & communications
Keep outreach and reusable content organized.
- Campaigns, email templates, and template usage mappings
- Communication history and integration settings
- Email, messaging, and Microsoft service connections
Workspace administration
Manage access and the software subscription.
- User roles and permissions
- Workspace settings and module management
- Plan, subscription, and software billing management
Module access depends on your workspace configuration. External email, messaging, banking, and payment services require connected provider accounts and may carry provider fees.
Questions about your workflow?
Tell us how your team manages exhibits today.