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Venue CRM guide

Work down from the top to get set up, then dip into any task as you need it. Every page has pictures of the real screens.

Venue CRM Business CRM

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Part 1

Getting started

Logging in, finding your way round, and the screens you will use first thing every day.

Your first loginThere are no passwords in Venue CRM.Finding your way roundEverything is one or two clicks away: the menu down the left, a search box and quick buttons along the top.The dashboardThe dashboard is the first thing you see when you log in: what needs you today, what is coming up and how the business is doing.My dayMy day is your own to-do list for today: your tasks, your venue tours and the enquiries you need to follow up, in one place.

Part 2

Make it yours

Your business details, logo, colour, email and team. Do these first and everything that goes out looks like you.

Your business detailsYour business name, address and contact details appear on your documents, emails and the couple portal.Brand colour and logoPut your own logo and colour on everything: the admin, every email and document and the couple portal.Switching features on and offStart slim and switch extras on as you need them.Email sending and repliesYour CRM sends email from your own address, so your couples see your name.Adding your teamAdd as many people as you need.

Part 3

Set up how you work

Shape it around how you work: venues, pipeline stages, your own fields, website forms and email templates.

VenuesVenues are how your enquiries and bookings are grouped.Pipeline stagesThe stages are the columns on your pipeline, from first contact to booked.Custom fieldsCustom fields are the extra questions your forms and records ask, such as guest numbers or budget.Forms on your websiteForms are the ways enquiries reach you.Email templatesWrite your common emails once and send them in a click, in your own brand.

Part 4

Day to day

The everyday jobs: adding enquiries, moving them through the pipeline, venue tours, tasks and your calendar.

Adding an enquiryMost enquiries arrive by themselves from your website forms.The enquiries listEvery open enquiry in one list, with who is dealing with it and when they were last contacted.The pipelineThe pipeline shows every open enquiry as a card in the stage it has reached, with the value of each stage at the top.Working with a recordEverything about one person lives on their record: their details, every email and message, tasks, documents and payments.Converting to a bookingWhen an enquiry says yes, turn them into a booking.BookingsEvery booking in one list, with dates and values.The calendarYour whole diary on one calendar: bookings, venue tours, holds and payments due.Venue tours and the day plannerThe day planner shows one day hour by hour, with every venue tour booked in.Tasks and remindersTasks are reminders for you or your team: call someone back, send a quote, chase a payment.Messages with your couplesMessages are conversations with your couples, kept on their record instead of lost in email.The bell: what your couples have doneWhenever a couple signs, marks a payment as paid, uploads a document, books a tour, adds guests or a guest RSVPs, it shows up in the bell.

Part 5

Contracts and payments

Send contracts to sign online, set up payment schedules and keep track of what has been paid.

Contracts and e-signingContracts and terms are written for you from your own templates when you confirm a booking.Payment plans and paymentsSet out what each couple pays and when: deposit, second payment, final balance.

Part 6

Your couples and their day

The couple portal, guest lists, RSVPs, table plans, menus and rooms, all in one place for each wedding.

The couple portalEach couple gets a private portal in your brand.Guest lists and RSVPsCouples build their own guest list in their portal, and you see the same list in the admin.Table plansA drag-and-drop table plan that couples fill in themselves, while you see exactly the same plan in the admin.MenusKeep your dishes in one place and add them to any wedding.Rooms and accommodationKeep track of your rooms and who is staying in them, for the couple and their guests.

Part 7

Connections

Companies and their contacts, plus connecting PixelCRM to the other tools you use.

API and webhooksConnect other tools you use.

Part 8

Reports and your data

See how the business is doing, and take your data out whenever you want it.

ReportsSee where your enquiries come from, how many turn into bookings and what is coming in.Exports and backupsYour data is always yours.

Want to click around while you read?

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