itinovo CRM

Conventions, incentives, congresses, corporate travel

Corporate events, from the approved proposal to the last transfer

The event programme room by room, a proposal the company approves online with its purchase order number, and the invoice purchasing pays first time. On top, everything itinovo already does for groups.

Start free 30-day trial

No card required · Guided setup · Export your data

The Corporate portal: a convention proposal with total, price per participant, deadlines and the Approve button
new

The event programme

The whole week on one page, session by session

Plenaries, workshops, dinners and activities on a grid you drag and stretch. Beside them, the itinerary's flights and transfers, so you never set the plenary while half the group is still in the air.

  • Who attends, by sub-group. North, Export, Top 20: seats are counted even before you have the names.
  • Checks that advise. A flight landing too late, a room too small, a session with no cost: each with the button that fixes it.
  • The cost stays in the quote. The session is linked to the service that pays for it, without writing it twice.
  • The technical needs go to the supplier. Projector, microphones, direction, interpreting go into the request to the venue.
The Programme view of the Group tab: the event week, the checks and a session's card
new

Congresses and parallel sessions

One column per room

For workshop mornings and congresses: each room with its capacity and set-up, the free room and the one too small at a glance. There is also the list as a table, to check and print.

The per-room view: parallel sessions, room by room
new

From the client's programme

The programme your client sends becomes sessions

Upload the company's PDF, Word or Excel: AI proposes the sessions with day, times, room and type, and you confirm them one by one. Or create them from the services the itinerary already has, or by hand, clicking an hour on the grid.

Three ways to build the programme: from the itinerary's services, from the client's file with AI, one at a time
new

The Corporate portalMICE

The proposal the company approves

Whoever reads a corporate proposal is not who travels: it is who has to get a budget approved. The sixth portal layout puts the decision on the cover. Then the summary with what changes from the previous version, the agenda of the days, the flights from the departure cities, the venues and the budget item by item.

The event agenda as a grid in the Corporate portal
The days at a glance. The event agenda as the client sees it, coloured by type of session.
The flight map and the arrivals board
Several cities, one arrival. The flight map and the board of arrivals and departures.
The budget by item and the group's bands
Where the money goes. Items, price per participant, bands if the numbers change, instalments.
The approval window with order number and cost centreThe approval receipt with the next steps

The moment of yes, with the order number

The decision-maker approves online and enters the purchase order number and cost centre, which land on the booking. A receipt comes out to pass to accounts, with the next steps: instalment, names, tickets.

«Forward» sends the proposal to whoever has to sign: the sales director, purchasing.

ClassicModernMinimalNatureLuxuryCorporate · MICE
new

Down to the invoice

Order number and cost centre, where the company looks for them

Without the purchase order number the company asked for, the invoice comes back unpaid. The client writes it when approving, or you do in the Client tab, and it goes on every payment request and every invoice of the booking. If an invoice goes out without it, the CRM warns you.

Factur-X, ZUGFeRD and XRechnungthe buyer's order and accounting reference
Facturaethe recipient's references
Italian e-invoicepurchase order and line administrative reference
PDF in eight marketstwo lines in the client's box, in their language
The Client tab with order number and cost centre
new

Before and during the event

The people, then the event on the phone

After the yes each participant fills in their form from their own link, and you see progress city by city. The travel sheet carries the event agenda. During the dates, the portal shows travellers the session under way, the next one and the assistance number.

The people by departure city and the participants' forms
During the event, the phone shows the session under way and the next ones

From brief to event

One booking, from the brief to the invoice

1

The brief becomes a booking

Company, contact, type of event and expected participants. The quote stays on the same booking.

2

Price it on the real numbers

Bands, free places and the groups' price curve, with the budget item by item the company wants to see.

3

Build the programmenew

Sessions, rooms and technical needs, from the client's file or from the itinerary, with checks on flights and capacities.

4

Get it approved, bring the people in

Corporate portal with the order number, then the list, sub-groups, rooms, manifest and delegate's agenda.

No more Word, Excel and email chains

With spreadsheets

  • The proposal is a PDF going round by email among four people
  • The event programme is a Word file nobody updates
  • The plenary is set before the last flight lands
  • The invoice comes back without an order number
  • The participants' forms arrive one email at a time

With itinovo CRM

  • The proposal is approved online, with a receiptnew
  • The programme lives in the quote and reaches the client in the portalnew
  • The checks tell you when a session doesn't fit with the flightsnew
  • Order number and cost centre go on every invoicenew
  • Each participant fills in their form from their own linknew

What a corporate event needs

For conventions, incentives, congresses, trade fairs and corporate travel.

Event programmenewWeek, rooms and list, with sub-groups, set-ups, technical needs and linked cost.
Corporate portalnewDecision on the cover, agenda, flights, venues, budget by item, approval with receipt.
Order on the invoicenewOrder number and cost centre from the portal or the Client tab, in the electronic formats.
The client's programme with AInewFrom PDF, Word or Excel to sessions, confirmed by you one by one.
During the eventnewNow and next on the travellers' phone, assistance in one tap, agenda in the travel sheet.
Everything for groupsBands, free places, price curve, sub-groups, rooming per hotel, manifest and rooming list.
Do you also run groups without an event?Bands, free places, rooming: all about groupsSchools, associations, pilgrimages: the page dedicated to groups.Groups

Frequently asked questions

Can I run congresses with parallel sessions?

Yes. Each session has its room, capacity and set-up; the per-room view shows the parallel sessions and warns you when a room is too small.

Can my corporate client approve online?

Yes, with the Corporate portal: the decision-maker approves the proposal, enters the purchase order number and cost centre, and gets an approval receipt. «Forward» sends it to whoever has to sign.

Does the order number reach the invoice?

Yes, on every payment request and invoice of the booking, in the electronic formats too: Factur-X and XRechnung, Facturae, the Italian e-invoice. If an invoice goes out without it, the CRM warns you.

Which plan is it in?

Groups and MICE are included from the Professional plan; the Corporate portal is among the portal layouts of the same plan.

Previous featureGroupsNext featureSupplier Catalogue

Your next event, approved online

The programme room by room, the Corporate portal and the order number on the invoice, inside the booking where the quote already is.

Start free 30-day trial

No credit card requiredGuided setupExport your data