Retains customer information based on manual entries. This feature makes it easier to manage customer communications, files, workflows, payments and much more.
Our system automatically tracks payments and expenses, creating financial charts and forecasts. Send payments and process wages.
Use our templates to create a budget for your client's event. This feature allows you to keep a detailed log of each expense and help your client stay up to date in real-time.
Your most important timeline is your Event Timeline. Keep everyone up to speed on the necessary details of the event date, set reminders, share with vendors, and your client. List events and tasks by the minute and hour.
Never lose sight of where you are in your planning process, create a personalized task worksheet especially for each event. Keep all tasks associated with each event in one space. Make several task worksheets if needed.
Communication is vital in this business. Our chat feature allow you to communicate effectively in real-time with clients, vendors, and staff. Provide updates with ease.
No stress templates to help your build your professional presence. Use our contract, proposal, questionnaire, or packages templates, make them your own by adding your logo and your won business policies and terms.Collect signature and event data entries from clients.
Keep all of your shared and created files in one general location. Organize each file location.
Sync your email accounts to your work-space. Share files with staff members, clients and vendors.
Send customize invoices, create payment schedules and automatically receive alerts for payments and overdue invoices.
Keep a record of vendors associated with each event. Log all contact information and relation to event development.
Keep everyone up to speed on upcoming events, changes, or cancellations. Staff members can be assigned specific tasks per event, have access to assigned documents, chat with other team members and much more. Share files and details.
Organize all of your supplies (linens, centerpieces, table top decor, etc). Keep record of all each item, upload photos, and track quantities.
Get instant access to directions to venues, meeting locations and accommodations.
Automated financial record keeping. Get Cash Flow, Balance Sheet, and Income Statements to help you with end of year tax preperations.
No more faded receipts. Upload all your receipt and attach them to exact expense entries..
Control and manage your event design. Notate every area and the specifics of what is need to bring every detail together. Use our design template to help your team organize all the supplies and materials needed.
Move anywhere in your online workspace and you won't lose track of any meetings, appointments or upcoming events. This feature lets you interact with team members and associates, and keeps you informed of upcoming events. It also lets you add information like phone numbers and email addresses, to help you prepare for those events.
Know where your income is being spent per event. Categorize the disbursement of your revenue in an organized manner.
No need to leave the office to seal the deal. With this feature you eliminate space and time where potential booking could get lost in translation. Send proposals prepped with "Book Now" function. Capture signatures and collect deposits all in one communication.
