Module · Sales & CRM · The heart of Parker

The event CRM.
From weddings to conferences.

From the very first enquiry until the event is signed, served and paid for, everything goes through here. And from here it flows to the kitchen, purchasing, logistics, staff and invoicing, in real time.

Get your proposal See the event file
A generic CRMContacts, companies and sales funnels designed to sell anything. The event has to be managed somewhere else.
The Parker CRMEvery opportunity is an event: date, space, menu, guests or attendees, allergies, set-up, contract and payments, connected to the rest of the ERP.
Parker screenshot: the pipeline, with leads and quotes and their alerts, as a board or a list.
The pipeline: leads and quotes with their alerts, as a board or a list. Real Parker screenshot with demo data.
Events pipeline

Every event, at the stage it has reached.

As a board or a list: each opportunity with its value, its level of interest, date availability and the next action, plus alerts for anything left unanswered for days. When you log in, you know which cards need action today.

Leads

They come in from the website, email or phone and enter the pipeline automatically.

NewContactedOn hold

Quoted

Quote, visit and negotiation until the date is held.

Quote sentVisit or meetingIn negotiationProvisionally booked

Contracted

Month by month and week by week: guests against the previous year, expired provisional bookings, the progress of each event and totals by event type.

ContractedSigned contract
The event file

Everything about the event, in a single file.

Nineteen sections for sales, kitchen, front of house and management. Click each one to see what it does.

Sample eventContractedSpace and date held
Beyond the event file

All your sales work, connected.

Your sales day

  • My events: your events with the progress of their plan, what is overdue and the next action for each.
  • Calendar and My calendar: visits, menu tastings and tasks in a single calendar.
  • Weekly summary: the week’s events at a glance.
  • Shortcuts: create an event or a follow-up from any screen.

Communication with the client

  • Messages: conversations with your clients, ordered by what is awaiting a reply.
  • Built-in email: every email linked to its client or event.
  • Documents with e-signature: brochures, quotes and contracts signed from the phone.
  • Client intranet: the couple or the company follow their event under your brand.

Planning

  • Interactive planning: all the events in a period, with quantities and export to Excel.
  • Menu tastings: the tastings calendar and how full it is.
  • Unsigned contracts: what is still to be signed, so you can chase it in time.
  • Reservations book: restaurant lunches and dinners in the same system.

From contract to payment

  • Pro formas and deposits: the payments on account for each event.
  • Invoicing with VeriFactu: the invoice comes straight from the event.
  • Payments and balances: what each client has paid and what is outstanding.
  • Delivery notes: what has been delivered, ready to invoice.

Decide with data

  • Bookings comparison: this year against previous years.
  • Sales efficiency: how each sales rep and each channel converts.
  • Dish sales: the best-selling items in your offer.
  • Satisfaction surveys: what each client thinks after the event.

And also

  • Parker One: on your phone, leads with their source and alerts, so you can call, message on WhatsApp or send an email from the card; plus quoted and contracted events, interactive planning and the tastings calendar.
  • Sales assistant: you tell it about the lead and it prepares it for you to confirm.
  • App orders: takeaway or collection orders, with their discounts.
  • Change history: who changed what and when in each event.
The foundation of all of Parker

What sales sells reaches everyone the same way.

Sales & CRM feeds the rest of the modules. Start here and add the ones you need.

Recipes & Menus Event traceability Production Purchasing Human Resources Finance Client intranet Parker BI
Parker Solutions · Your technology partner

With separate tools you pay several subscriptions and your data never connects. With Parker, everything is in one place.

One single toolOne single databaseAll your departments connectedAll your information up to date, in real time
Why one ERP and one partner →

Your next event, from the very first enquiry.

Your consultant shows you how your sales team would work with Parker.

Get your proposal Already a client · Add modules