Event management software that your team will love… and so will your customers

Build Forms

Powerful No-Code Form Building Made Simple

• Create unlimited forms to support different meeting types
• Select fields from our Form Repository or create custom fields to tailor your forms
• Build Simple or multi-step forms using our easy to use Form Builder
• Choose from over 20 form field types to collect information the way you want it
• Build and re-order forms in minutes with an easy to use Drag and Drop interface
• Set the right conditions for a dynamic workflow with conditional logic
• Build dynamic tables to organize data collection in a grid format or with rows and columns
• Create responsive forms that look great on any device, including mobile

Schedule Resources

Effortless Meeting and Event Planning: Sync Requests and Calendars in One Streamlined Platform

• Allow Sales Reps to request meetings in their native CRM environment for opportunity-related requests
• Send native calendar invitations to track attendee participation or take advantage of extended integrations with both Google and Outlook to track availability and sync room calendars
• Define approval process and automate notifications to simplify workflow
• Allow attendees to self-register or self-schedule with our Webinar and Event module widgets
• Show availability to easily identify and book resources with multiple calendar views
• Amplify productivity by managing and tracking all attendee invitations and communications in one place
• Create custom roles in our robust administration module to define user views and permissions

Plan Agendas

Create Your Perfect Agenda with Ease Utilizing Our Dynamic Agenda Builder

• Import Sample Agendas or Custom Topics to build agendas in minutes
• Drag and drop agenda sessions to quickly organize your day
• Clone Agendas from past events to reduce redundant work
• Allow Smart Automation to recommend Speakers and Executives
• Associate relevant documents to topics and agenda sessions
• Grab a suggested speaker or search our Speakers Bureau for the perfect match
• Use Internal and External Topic descriptions to prepare attendees for the day
• Manage all aspects of the invitation process for agendas in one place
• Keep your attendees updated with a centralized and real-time view of the agenda

Automate Process

Increase Efficiency and Reduce Repetitive Work with Customizable Templates and Workflows

• Allow flexible scheduling for meetings with options for manual or automated scheduling
• Build Dynamic Agendas in minutes with our Agenda Builder
• Invite and Track all Speakers in one place with the click of a button
• Reinforce your brand and save valuable time with customizable email templates
• Automate the creation of Briefing Overview Documents to share important meeting details with meeting participants
• Reduce tedious data entry by automating the production of agendas, badges, and table tents
• Explore event data and gain insights with auto-generated dashboard and distributable reports

Identify and Showcase Speakers

Elevate your Speaker Management with Our Dynamic Speakers Bureau

• Curate your speaker list interactively with relevant search properties such as Topics, Expertise, Location and Language Skills
• Manage speaker profiles including bios, headshots, and LinkedIn profiles
• Enhance your customers’ experience by sharing meeting details, including speakers’ bios and images, prior to their meeting

Enhance Customer Experience

Engage your Customers with a Personalized Customer Experience Portal

• Strengthen customer relationships by providing an engaging and secure forum to collaborate and share essential information about your upcoming meetings and events
• Keep your customers engaged and internal participants informed by sharing event details, agendas, speaker profiles, and other relevant information, such as industry-specific media and presentations
• Customize surveys to gather important feedback from both your external and internal attendees
• Use your logo and brand colors to create a custom look and feel for your Customer Experience Portal

Integrate Applications

Streamline Your Event Management and Get Actionable Insights with Our Comprehensive APIs

BriefingSource integrates with the leading, related marketing and sales platforms to automate and streamline your work. We provide fully documented APIs to all our data, which allows other systems to move data to and from BriefingSource.

The possibilities of what you can do with your data in the briefing and event ecosystem are endless.

• Enterprise software: Salesforce, SugarCRM, MicrosoftDynamics, and more
• Video conferencing software: Zoom, Teams, WebEX
• Digital signage companies: QuantumXPR, Hypersigns, Barco, and many others
• + Data mining tools, CMS systems, catering systems, and custom integrations

Measure and Analyze

Visualize the Impact of Your Meetings and Events with Our Dashboards and Real-Time Insights

• Track influence on revenue opportunities with CRM integration and CRM Insights dashboards
• Gain program insights from event metrics like trends in event volume, speaker attendance and ratings, to adoption insights like online evaluation return rates
• Measure customer satisfaction with targeted evaluations by meeting and attendee type
• Create custom reports with our Report Builder and work with us to create custom Dashboards for your program
• Schedule your reports to automatically send to your team and key stakeholders on a predefined basis