Skip to content
DOZI AIDOZI AI
All products
Automation 路 CRM 路 Events companyLive

Mesibat Ozniot 路 Lead-to-Event System

Every lead is captured, quoted, paid and delivered as an event - in one system the team works in every day.

A complete system for an events company, built around the way the team already works: every lead from every source lands automatically in the CRM, is routed to the right rep and shows up on that rep's daily leads page. The rep builds a quote in a few clicks and the customer gets a branded offer page. After the deal closes, the payment method is saved, management gets reports, and the host receives every detail the day before the event.

The problem

An events company with leads from the website, chat, phone and ads. Every lead needs a fast reply, a quote, follow-up, payment and coordination with the host on the day - and when that is spread across people, phones and spreadsheets, leads are forgotten and events are coordinated at the last minute.

What it does

Automatic lead capture from the website, chat and phone straight into the CRM
A daily leads page for every rep - what is new, what is waiting and what happened with each lead
A quote builder and a branded offer page for the customer
A check that every lead was answered, and a list of untreated leads
A payments page for finance, with the payment method carried into the event notes
A message to the host the day before the event with everything they need to know
Lead and activity reports for management

Who it's for

Events companies and service businesses with a sales team who want every lead handled and every event delivered on plan - without chasing spreadsheets.

The outcome

No lead slips, quotes go out fast, finance knows what was paid, and the host arrives with every detail.

Frequently asked questions

Yes. Every DOZI system is built custom around a business's real workflow. What you see here is an example of a solution we built - a version for your business would be shaped to your needs and rules.

It depends on scope and complexity. On a free discovery call we go through your need and you get a clear timeline and pricing before any work begins.

WhatsApp, CRM systems, OpenAI, Vertex AI, Stripe, n8n and more. If your business already uses a tool, we connect to it.

Want a system like this for your business?

Tell us which process is costing you the most time - and see, with your own eyes, exactly how AI gives it back.