Lead & deal pipeline
Capture leads, move them through stages, and forecast a weighted pipeline — purpose-built for event sales.
Event CRM
An event CRM that's actually built for events
Most CRMs treat events as an afterthought. Novex puts your pipeline, clients, and attendees in one place — and connects every lead to the event, quotation, and invoice it becomes.
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Event CRM
Everyone in your book
Attendees and company contacts de-duplicated by email, with their registrations and events.
Event CRM
Deals by stage
The pipeline from discovery to closed, with values and the event each deal is for.
Event CRM
Contracts on the record
Client, vendor, speaker and partner agreements by status.
Event CRM
Activity across events
What every attendee, speaker and sponsor has done across your events.
The full lifecycle, connected
From first lead to final invoice, in one record
A generic CRM can store a contact. Novex follows the whole story: a lead becomes a deal, a deal becomes an event, the event produces a quotation, and the quotation becomes an invoice — all linked, so your team always sees where a relationship stands without switching tools.
What your event CRM covers
Client records
Keep companies, contacts, and history in one place, linked to the events and invoices they generate.
Connected to events
Convert a deal into an event in a click; the client, contacts, and context carry over automatically.
Quotations & invoices
Generate quotations from an event and convert accepted quotes into invoices — no re-keying, with a full audit trail.
Attendee context
Registration and check-in data link back to the client record, so sales and operations share one view.
Role-based access
Granular roles control who sees and edits CRM data, with per-tenant isolation keeping every workspace's data separate.
Event CRM at a glance
- Pipeline
- Leads, deals, stages, weighted forecast
- Records
- Companies, contacts, history
- Conversions
- Lead → deal → event → quotation → invoice
- Documents
- Quotations and invoices, linked + audited
- Access control
- Granular roles; per-tenant data isolation
- Connects to
- Events, registration, check-in, billing
Event CRM FAQ
How is Novex's CRM different from a general-purpose CRM?
It's built around the event lifecycle. Leads convert to deals, deals to events, events to quotations and invoices — all linked — so you don't bolt events onto a generic contact database.
Can I convert a deal directly into an event?
Yes. Converting a deal into an event carries the client, contacts, and context over automatically, so nothing is re-entered.
Does the CRM connect to quotations and invoices?
Yes. You can generate a quotation from an event and convert an accepted quotation into an invoice, with a full audit trail across the chain.
Who can see CRM data?
Access is controlled by granular roles, and per-tenant isolation keeps each workspace's data fully separate from every other tenant's.
Is the CRM included in the trial?
Yes. The sales pipeline is part of Novex from the entry tier, and you can try it on a 14-day free trial with no credit card.
Does it support Arabic?
Yes. The CRM is fully bilingual and right-to-left aware across English and Arabic.
See your whole pipeline in one place
Start a free 14-day trial and connect your first lead to an event today — or book a demo to see the full lifecycle.