Sales CRM and CPQ
Win new business without leaving your event platform. Leads, pipeline, quoting, and proposals that convert straight into live delivery.
Capabilities
Everything your sales crm and cpq workflow needs
Purpose-built tools, status signals, and collaboration patterns that keep the work moving without adding another disconnected system.
Leads, Contacts, and Companies
A CRM built for agencies. Capture leads from forms and email, then resolve them into contacts and customer companies. No separate sales tool to reconcile.
Sales Pipeline and Forecasting
Track opportunities through configurable stages with weighting and expected close dates. See a weighted forecast across your whole book of work.
Product and Service Catalogue
A catalogue of goods and services with price books, volume tiers, and configurable bundles. Prices, tax, and account codes stay consistent across every quote.
Quotes and Proposals
Configure, price, and quote in minutes. Offer Good, Better, and Best options, version proposals as they change, and let the client pick the scenario they want.
Contracts and E-Signatures
Send a branded proposal and contract from a single tracked link. Require a signature per opportunity or set a tenant-wide default. Executed contracts are recorded against the deal.
Win to Live Project
Winning an opportunity converts the accepted quote into a live project, a delivery budget, and a billing order. No re-keying the scope you already sold.
Timesheets and Utilisation
Log time against projects and tasks, split billable from non-billable, and feed it into cost, margin, and billing. Utilisation reporting across the team.
Activity Capture
Email and meeting activity links back to the right contact and opportunity automatically, so the pipeline reflects what actually happened.
Workflow
From setup to launch
Each step is designed to make ownership, status, and the next action obvious to the whole event team.
Capture the lead
Leads arrive from enquiry forms, email, or manual entry. ema resolves each one to a contact and company and drops it into your pipeline.
Build the quote from your catalogue
Pull products and services from the catalogue. Price books, tiers, and bundles do the pricing, and you offer Good, Better, and Best options.
Send the proposal and win
Send a branded proposal and contract on a tracked link. The client picks a scenario and signs. The opportunity moves to won.
Convert to live delivery
The accepted quote becomes a live project, delivery budget, and order. Timesheets track delivery against the work you sold, and billing flows through the accounts you already use.
Connected features
Part of the full event operations system
These adjacent tools share the same event data, so teams can move between workflows without rebuilding context.
Get started
See how ema fits your next event
One platform for your entire event team, with packages that start from $499/month and scale around your event operations.