Event Workflow & Budget Planning Solutions

Increase cost savings, automate your event planning process, and manage meeting workflows

With tighter budgets and more economic uncertainty, you need a centralized tool that can help streamline event budget planning and automate your event planning process. With our Spend and Workflow Solutions, you can automate those tedious processes and have total control and visibility into all your meetings and events.

Explore our Spend and Workflow solutions

Meeting Request Form

Budget Management

Access Portal

Run a smarter and more efficient meetings and events program

Meeting Request Form

Cvent Meeting Request Forms (MRFs) provide you with the ability to capture and store information about all meetings happening throughout your organization. This gives you the visibility you need to make better business decisions.

Create branded forms to easily collect information
Customize questions based on the type of meeting, department, and more
Track estimates and pre-populate meetings budgets to save you time
Automatically populate information collected in MRFs directly into an event or RFP
Route the MRF through an automated approval process for increased efficiency

Customize and act on your meeting requests

Budget Management

Tedious data entry, time-consuming Excel formulas, disconnected systems, lack of visibility and wasted resources — sound familiar? Cvent Budget Management ensures full visibility and accurate collection of spend info, leading to actionable reporting into your ROI.

Access an intuitive, user-friendly summary page, allowing you to track spend consistently across all meetings
Analyze key aspects of spend (like Spend by Vendor and Spend by Division) through a robust reporting engine
Ensure data integrity with our expense integration options to avoid missing transactions and manual entry error
View and manage credit cards and card transactions in a side-by-side view
Utilize timesavers like bulk-importing/editing

Track your spend and maximize savings

Access Portal

Cvent Access Portal is a centralized hub where you can house event reports, survey reports, Meeting Request Forms, event calendars, and more. Non-Cvent users can access real-time event data, reporting, and manage one-off events.

Get visibility into all meetings and events with a centralized tool
Provide stakeholders access to data and reporting
Create a modern and fully branded portal
Centralize your key events program reporting and info
Instantly book space for simple meetings

Get visibility into all meetings and events

Event planning software for all your event needs

No matter what stage of the event process you're in, we offer a complete set of tools that's flexible enough to work with your event program. From small meetings, large conferences, or internal meetings, we've got you covered.