Features / Proposals & Lead Management

Proposals that carry the full commercial context to the client’s decision

Meetings, budgets, forecasts, and next actions stay on the same opportunity from first conversation to approval — so venue, agency, and corporate teams sell with one truth, not a folder of versions.

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eventIQ illustration of opportunity-tied proposal and lead management

How it works

Pursue. Price. Present. Decide.

Winning work is a sequence of commercial decisions — not a prettier attachment. This workflow keeps context, numbers, and next actions on the same opportunity through the four moments that actually decide the deal.

Pursue — Decide which briefs deserve a full response

Capture the request with the meetings, notes, files, and next actions that explain it. Shape stages around how your company sells — creative, budgeting, revision, negotiation, confirmation — so the team sees what to chase and what to park. Opportunity record · Company-defined stages · Critical dates and next actions.

Price — Compare revenue scenarios before you commit

For congresses, conferences, and other multi-stream events, model registration, accommodation, sponsorship, content, and related income together. Compare scenarios while assumptions are still flexible — then update the commercial picture as the brief changes. Multi-stream scenarios · Budgets and forecasts on the opportunity · Commit with eyes open.

Present — Give clients a live page, not a static folder

Replace the emailed PDF or spreadsheet with a dedicated client page to review, comment, approve, and export what they need. One version stays tied to the opportunity your team already worked. Client proposal page · Review, comments, approval, export · One truth for both sides.

Decide — Follow up when interest is real — then hand off cleanly

See when the proposal is opened and use engagement signals to time the next conversation. When the client says yes, the commercial context is ready to continue into budget, approvals, and — as an equal peer — Experience Engine delivery. Open notifications · Engagement-timed follow-up · Continuity after the win.

Who sells

Venues, agencies, and corporate teams — one commercial module

Same opportunity record. Different decisions. Stages shaped to how your company sells — without inventing a second stack for each seat.

Venue sales

Package date, space, and commercial terms without losing the brief in inbox archaeology. Keep critical dates and next actions visible so the right opportunity moves — and the wrong one doesn’t eat the week.

Agency producers

Carry creative scope, margin-sensitive pricing, and client revisions on one opportunity. Present a client page your producers and commercial leads can both stand behind — karar zekâsı, not version ping-pong.

Corporate event / M&E teams

Turn an internal brief into a structured opportunity with the budgets and approvals path already in view. Give stakeholders a clear proposal to review — then keep the commercial trail intact after the decision.

Commercial truth

A folder of versions, or one opportunity with context?

Most teams don’t lack proposal files. They lack a single place where the brief, the numbers, the client page, and the next action still mean the same thing.

PDF & folder archaeology

Sheets, inboxes, and a shared drive of “final_v7.”

Source of truth: Email attachments and renamed exports
While selling: Context lives in people’s heads — or last week’s notes
At presentation: Another static file leaves the building
Decision: “Which version did they actually see?”

Opportunity-tied proposals

One opportunity from first conversation to approval.

Source of truth: Meetings, budgets, forecasts, and next actions on the same record
While selling: Stages and critical dates the whole team can see
At presentation: A live client page tied to that opportunity
Decision: “What should we pursue, reprice, or follow up — now?” — karar zekâsı

Business Engine

Commercial path on the Business Engine — delivery as an equal peer

Proposals & lead management lives in eventIQ’s Business Engine — beside budget, approvals, and accounting handoffs. When the proposal wins, Experience Engine runs the attendee journey on shared event context: peer handoff, not a lesser layer.

Business Engine

The operating layer behind the event

Keep opportunity, budget, and approval continuity on the same commercial path your team already sold.

Budget & finance→Approvals & workflows→Integrations & accounting→

Walk your real sales stages on one opportunity

Tell us how briefs arrive today, where versions multiply, and when follow-up goes cold. We’ll show how venue, agency, and corporate teams keep commercial context on the opportunity through the client’s decision — in eventIQ.

Request a demo See Business Engine