Event Manager for Corporate Access
Plan, record, and track sell-side events — with buyside investor attendance, corporate guest management, and activity logging connected directly to your CRM.
Event Manager gives sell-side teams a single place to organise corporate access events, track who attended, and log every interaction without re-entering it elsewhere. Built on live CRM data. Reflected in the activity record the moment it happens.
Sell-side teams run a continuous programme of corporate access events. The problem is the data those events generate rarely makes it back into the CRM in a way that's usable.
- Attendance lost in spreadsheets — Attendance is tracked in a spreadsheet and never connected to the contact record.
- Slots managed outside the system — Meeting slots are managed outside the system, so the CRM never reflects what happened.
- Event and coverage activity drift — Event activity and coverage activity sit in separate places and are never reconciled.
- Errors surface at the event — Guest management is manual, which means errors surface at the event, not before it.
Three capability areas. One connected record.
No manual duplication between them.
Event Activity
Events are logged as interactions in the activity module and reflected in the calendar automatically — creating a continuous, connected record of coverage activity without requiring a separate logging step. What happened at the event becomes part of the CRM record the moment it is entered, not at the end of the week when someone finds time to update it.
Event Info & Meeting Management
Users create events by entering event info, manage meeting slots, configure attendees, and organise all event details from a single view. Meeting slots are managed within the same environment the event was created in — so the full event structure, from agenda to attendee list, is visible and editable in one place without switching between systems.
Event Settings
Slot timings, tags, and meeting venues are configurable individually per slot under the expanded view. Complex multi-session corporate access events — where different slots have different venues, different guest lists, and different timing requirements — are managed within a single event record without creating separate entries for each session.
Built for the complexity of corporate access
Corporate access events involve multiple guest types, multiple meeting formats, and multiple data points that need to be captured accurately and connected back to the front office. Event Manager is built to handle that complexity without creating a parallel data management process alongside it.
Every capability connected to the same CRM record. No reconciliation required after the event closes.
Built for the teams that run and record corporate access
Sell-side teams organising and recording corporate access events
Coverage teams tracking buyside investor attendance across the event programme
Event coordinators managing internal and corporate guests across meeting slots
Operations and data teams requiring event activity reflected accurately in CRM
The event data already exists. Event Manager connects it to the record it belongs to.
Corporate access organisation, buyside investor tracking, meeting slot management, and CRM activity logging — in one place, without a separate reconciliation process after every event.
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