The CRM Module allows you to efficiently manage all your contacts and their organizations, ensuring you capture the custom data points you need for your events. As participants register for events, they are automatically added as contacts, and if any contact updates their details, such as a new phone number, the CRM is updated automatically to keep your data current.
The CRM also lets you see which events your contacts have participated in and easily add them to new events. You can filter contacts based on any combination of custom data points, making it simple to target specific groups for communications, such as sending emails to a certain contact type. Additionally, you can quickly edit contact information directly from the list or apply bulk updates when necessary.
Directly emailing or messaging contacts from the CRM is also possible, making it easy to send newsletters or notify contacts of new events. This seamless integration helps you keep all communications and contact management centralized.
Read next: Creating and managing Contacts and their Organizations
Overview of CRM Contacts
Detailed view of a CRM Contact