Keeping the history of conversations, preferences and needs of every prospect in your head or in loose notes is a sure way to forget important follow-ups and lose sales. In the events market, personal, attentive service makes all the difference to the decision to hire you.

The Form + sales pipeline () release brings new tools to structure your sales pipeline and organize every client interaction in one place.

What changes in practice

• Stage view of the sales pipeline. See visually where each deal stands, from first contact to signed contract.

• Complete interaction history. Record meeting notes, agreed preferences and exchanged files directly on the client record.

• Reminders and follow-up tasks. Set alerts to reach out at the right moment so deals do not go cold.

• Records integrated with forms. New contacts from your site forms or WhatsApp land automatically in the first stage of the pipeline.

Why this matters

An organized sales process makes sure no client goes unanswered and every opportunity is carried to the close with attention. You gain clarity about your conversions and make service more professional at every stage.

With less time spent managing contacts by hand, there is more energy left to build trust with hosts.

💡 How to use it: In the side menu, open the Sales Pipeline & CRM tab to see your opportunities by stage, add new notes and follow how contacts are progressing.