Platform Features

Built for how event companies actually work

Every feature designed specifically for event production — not retrofitted from a generic CRM.

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Sales & CRM

Sales Pipeline

Customizable drag-and-drop pipeline with stages you define. Track deals from first contact to signed contract.

Custom pipeline stages
Deal values & event dates
Won/Lost tracking
Google Calendar sync

Contact & Company Management

Full CRM with contacts, companies, and relationships. Upload logos, track portal access, and link contacts to events.

Contact & company profiles
Logo uploads
Client portal access
File attachments

Event Operations

Event Management

Every event has its own hub with tabs for gear, crew, quotes, invoices, contracts, logistics, emails, and more.

Multi-tab event pages
Schedule blocks & timelines
Venue management
Status workflow

Crew Management

Full crew database with positions, pay rates, availability, and a self-service crew portal.

Position qualifications
Pay rate tracking
Crew portal with login
Leave/PTO management

Time Tracking

Crew clock in/out per event, with break tracking, timesheet approval, and variance against scheduled hours.

Clock in/out
Break tracking
Admin approval workflow
Scheduled vs actual reconciliation

SMS Notifications

Send crew event invitations, confirmations, and schedule changes via text message directly from the CRM.

One-click crew invites
Confirmation tracking
Schedule change alerts
Uses your company name

Transport & Logistics

Assign trucks to events, schedule departure and arrival times, and track logistics entries.

Truck fleet management
Per-event assignments
Departure/arrival scheduling
Logistics entries

Inventory & Gear

Inventory Management

Catalog your entire equipment library with categories, brands, barcodes, rental rates, and packages.

Categories & packages
Barcode/product codes
Rental rate tracking
Quantity management

Barcode Scanning

Look up gear by barcode, product code, or name. Check equipment in and out of events instantly.

Barcode/name search
Check out to events
Check in returns
Scan activity log

Multi-Location Warehouse

Track inventory across multiple warehouse locations. Transfer gear between sites with status tracking.

Multiple warehouses
Per-location stock levels
Transfer requests
Completion tracking

Conflict Detection

Automatic warnings when gear is double-booked across overlapping events. Never overcommit equipment.

Automatic conflict detection
Per-item quantity tracking
Conflicting event links
Shortage alerts

Finance & Documents

Quotes

Generate professional quotes with line items, labor blocks, and gear totals. Share via link with client view tracking.

Professional quote documents
Shareable client links
View tracking (opens, device, time)
Multiple versions per event

Invoicing & QuickBooks

Create invoices from quotes, sync to QuickBooks Online, and track payment status — all from the event page.

One-click invoice creation
QuickBooks Online sync
Payment tracking
Card processing settings

Contracts & DocuSign

Build contract templates with merge tags. Send for e-signature via DocuSign and track signing status.

Template library with merge tags
DocuSign integration
Signing status tracking
HTML + CSS editor

Purchase Orders

Create POs for equipment rentals, freelance labor, and vendor purchases. Track status from draft to received.

Auto-generated PO numbers
Equipment & labor types
Status workflow
Line items with pricing

Platform & Customization

Custom Branding

Each company gets their own colors, logo, and appearance. Extract brand colors from any website automatically.

Custom color themes
Logo upload
Website color extraction
Per-tenant theming

Reports & Analytics

Pipeline analytics, revenue reports, crew utilization, and event profitability dashboards.

Pipeline value tracking
Deal stage analytics
Revenue reports
Activity tracking

Integrations

Connect the tools your team already uses. Each integration is per-tenant with its own credentials.

Gmail (send & sync)
Google Calendar
QuickBooks Online
DocuSign & Twilio

Chrome Extension

Gmail sidebar that shows CRM context for every email. Create contacts, link to deals, and add to events without leaving Gmail.

Gmail sidebar
Auto-detect contacts
Link emails to deals
Add to events

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