Module screen from the modules page

Invitations Management

Manage invitation lists, confirmations, reminders, attendance, lead capture, and post-event follow-up from one workflow.

Why the invitation matters

Module workflow from the modules page

An invitation stays on one list. Confirmations and reminders are recorded there, and attendance, captured leads, and the follow-up after the event stay with that invitation.

Connected view

Keep the invitation list, its confirmations, and its reminders on one record.

Right context

Show who confirmed and who still needs a reminder before the event.

Workflow data

Read attendance and the leads captured at the event from the same invitation.

Shared pipelines

Hand a captured lead into follow-up with the invitation and the attendance still attached.

After the event

Keep attendance and the captured leads on the invitation, so follow-up starts from who actually came.

Related Features

Each list keeps its confirmations and reminders together, so a guest is not reminded twice from another list.

Module workflow from the modules page

Confirm the guest list, who receives reminders, and who owns the follow-up after the event.

Module screen from the modules page

Why Amarnex?

Amarnex

Limits

The record holds the list, confirmations, reminders, attendance, and captured leads. The sale stays outside it.

Handoffs

A captured lead goes to follow-up with the invitation and the attendance still attached.

Confirm first

Confirm the guest list, who receives reminders, and who owns follow-up before invitations go out.

Limits

The record holds the list, confirmations, reminders, attendance, and captured leads. The sale stays outside it.

Handoffs

A captured lead goes to follow-up with the invitation and the attendance still attached.

Confirm first

Confirm the guest list, who receives reminders, and who owns follow-up before invitations go out.