Every client, every booking, in one place.
A CRM for event planners and the trades they work with: inquiry to signed agreement to final payment, with the planning depth no other CRM has.
30 days with everything included. No card needed.
Works withGoogle CalendarGmailStripe
From the first inquiry to the final payment, on one record.
Five stages of an event, from booking the client to collecting the balance.
Every lead lands in one pipeline.
An inquiry form puts the request straight into a pipeline with new leads, proposals sent, and booked events.
The team can review new leads and event stages together.
- Inquiry forms capture the request
- Pipeline stages track the next step
- A contact record starts automatically
12 open · 3 need a next step
A proposal becomes a signed booking.
Send a proposal, collect signatures, and share the deposit invoice from the event.
Contracts carry e-signature, so booking doesn’t wait on a separate document.
- Proposals with itemized services
- Contracts with e-signature
- Proposal, agreement, and deposit in a booking packet
Harvest House Gala · Sent Sep 2
The whole plan lives on the event.
Guests, vendors, seating, budget, and tasks stay attached to the same event record.
Files and notes travel with the event instead of a separate folder.
- Guest list and seating in one place
- Vendors and budget on the event
- Tasks assigned with due dates
Friday, Sep 18 · River House · 240 guests
Give the team a run of show with clear owners.
Timed cues list an owner for each moment, from vendor arrival to last call.
Choose which cues the client can see, right from the same run of show.
- Timed cues with an assigned owner
- Client-visible cues marked clearly
- The team works from one record, not a printout
Lakeside Fundraiser · Sep 18
Payments stay attached to the event that earned them.
Schedule deposits and progress payments, then accept card payments with Stripe.
Record an offline payment or a refund without opening a separate ledger.
- Payment schedules with due dates
- Stripe card payments
- Offline payments and refunds recorded
Lakeside Fundraiser · 3 milestones
Built for the events you actually run.
Priced by the size of your team.
Solo $19, Studio $39 or Enterprise $79 a month, billed yearly.
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