Home > Features > Integrations 

Integrations

Streamline data processes by using our integrations to connect your event portal with existing technology ecosystem

Integrate with CRM

Effortlessly manage your attendees and streamline your marketing campaigns by integrating your CRM system. Maximize your marketing efforts and optimize your event management processes with seamless CRM integration, making every interaction meaningful and impactful. We can integrate with Salesforce and HubSpot.

Integrate Video Conference Software

Easily set up virtual or hybrid appointments by embedding a conference link directly into your calendar invite. Our platform seamlessly integrates with Microsoft Teams, Zoom, and other popular conferencing tools.

Integrate with Calendars

Integrate your calendars so that attendees can effortlessly synchronize their calendars to keep track of their meetings, while requestors can easily view their availability.

Integration with Lead Scanning Systems

For tradeshows, seamlessly check in meeting attendees on the ePlannerPro platform using show-provided badge scanners. Our integration with the trade show organizer’s software ensures a smooth and efficient check-in process.

Custom Integration

Have a unique platform to integrate? No problem. Our dedicated technical team will collaborate with you to outline your requirements and develop a tailored integration solution. We're committed to ensuring seamless data flows, eliminating the need for manual export/import tasks, and making your processes as efficient as possible.

integrations
POWERFUL FEATURES & FUNCTIONALITY

What's inside your ePlannerPro toolbox

ePlannerPro is designed to help event planners manage RSVPs, meeting requests, executive availability, and more, in one user-friendly cloud-based platform while increasing data accuracy and efficiency. ePlannerPro delivers key functionalities to streamline the workflow to a more efficient process so you can focus on what's really important - CLIENT ENGAGEMENT.

  • Event Site

  • Custom Forms

  • Meeting Scheduling

  • Calendar Views

  • Attendee Management & Check-in

  • Reports & Analytics

  • Location Management

  • Staff Management

Event Site 1

Save time setting up your event with a few clicks

  • A secure cloud-based platform with a unique, branded event URL on the web and mobile app
  • User role-based access for each attendee type

 

Custom Form 1

Seamlessly transition from your company's website to your event

Customize meeting request, RSVP and registration forms in your brand assets

Meeting Scheduling 2

Add convenience and professionalism to your meetings

  • Send custom calendar notices via our versatile meeting scheduling methods  - automated, semi-automated or manual
  • Safeguard against double bookings
  • Know which hosts and attendees have responded to the meeting invitations with a click of a button
Calendar View 2

Easily identify meeting statuses with color-coded calendar

  • View the calendar by location, date or attendees to determine the room availability at the conference. 
  • Block locations to reserve time for room set-up or clean-up, keynote sessions, etc.  
Attendee Check-in 2

Organize attendee contact info

  • Add or import attendee details
  • Check in attendees and contact them onsite via SMS or email using our web or tablet app
Reports & Analytics 3

Organize the data you need to know on our dazzling dashboard

  • Customizable dashboard and real-time reports designed to track your metrics and determine the event ROI
  • Share reports with stakeholders with quick links
  • Integrate the campaign data with the event registration system and your CRM platform
Location Management 2

Find available time slots and optimize attendee time and location availability

  • Allocate meeting space efficiently and prioritize meetings
  • Enable capacity limits with alert notifications when the capacity has been reached
  • Adjust or swap meetings to different locations with 'drag and drop'
Staff Management 2

Allocate your resources effectively

Optimize the staff's availability on and offsite by assigning roles and responsibilities