One Complete Platform. Every Feature You Need.

Business Intelligence

Lead conversion tracking, pipeline analytics, and financial summaries.

• ✓Lead conversion tracking
• ✓Pipeline analytics
• ✓Quote abandonment analysis
• ✓Financial reporting

Dashboard Widgets

Upcoming events, activities feed, pipeline summary, and quick actions.

• ✓Upcoming events calendar
• ✓Recent activities feed
• ✓Pipeline summary
• ✓Quick action buttons

Deep Analytics

Industry-leading KPIs with lead ghosting tracking, win/loss analysis, and unique heatmaps.

• ✓Lead ghosting detection & tracking
• ✓Win/loss percentage analysis
• ✓Conversion rate heatmaps
• ✓Industry-leading KPI metrics

Client Portal

Passwordless secure access for clients with proposal viewing, contract signing, and payments.

• ✓Token-based secure access
• ✓Digital contract signing
• ✓Online payment processing
• ✓Custom branding

Client Registry

Centralized client database with contact management and history tracking.

• ✓Contact information management
• ✓Client history tracking
• ✓Address geocoding
• ✓Communication preferences

Event Notes

Rich text notes with Zoom AI meeting summary integration.

• ✓Rich text editor
• ✓Note pinning
• ✓Zoom AI summaries
• ✓Note categories

Unified Inbox

Email and SMS conversation threading with event-based management.

• ✓Email and SMS threading
• ✓Event-based conversations
• ✓Communication history
• ✓Activity logging

Email Integration

SMTP integration for transactional emails with automated workflows.

• ✓Transactional email support
• ✓Email templates
• ✓Automated sending
• ✓Delivery tracking

Event Lifecycle Management

Complete event pipeline from inquiry to completion with multi-stage tracking.

• ✓Multi-stage lead management
• ✓Event type categorization
• ✓Lead source tracking
• ✓Lost/cancelled tracking

Calendar & Scheduling

Interactive calendar with iCal/webcal integration, and conflict detection.

• ✓Interactive drag-and-drop calendar
• ✓iCalendar (.ics) export
• ✓Calendly integration
• ✓Zoom meeting integration with AI summaries

Advanced Scheduling

Innovative time tracking system for travel, setup, event, and strike times for seamless management.

• ✓Travel time tracking & routing
• ✓Setup & teardown scheduling
• ✓Event duration management
• ✓Strike time coordination

Yearly Calendar View

Weekend-aligned yearly calendar showing all events at a glance with multi-event day indicators.

• ✓Full year view at a glance
• ✓Weekend-aligned layout
• ✓Multi-event day visualization
• ✓Quick event density overview

Payment Processing

Multi-processor support with Stripe, Square, and PayPal integration.

• ✓Stripe, Square, PayPal support
• ✓Hosted checkout sessions
• ✓Payment schedule management
• ✓Automatic refund support

Accounting System

QuickBooks-style chart of accounts with double-entry bookkeeping.

• ✓Chart of accounts
• ✓General ledger entries
• ✓Double-entry bookkeeping
• ✓Transaction audit trail

Custom Forms

Form builder with multiple field types and vendor-specific assignment.

• ✓Multiple field types
• ✓Form templates
• ✓Vendor-specific forms
• ✓File upload support

Payment Integrations

Full OAuth integration with Stripe, Square, and PayPal.

• ✓Stripe OAuth & webhooks
• ✓Square Web Payments SDK
• ✓PayPal orders & capture
• ✓Multi-processor support

API Integrations

Utilizing some of the best APIs to enhance functionality and user experience.

• ✓Calendly scheduling
• ✓Deezer Music Lookups
• ✓Zoom AI summaries
• ✓Google Places API

Inventory Management

Equipment and asset tracking with availability and assignment.

• ✓Equipment tracking
• ✓Quantity management
• ✓Availability tracking
• ✓Event assignment

Mileage & Travel

Mileage tracking with automatic distance calculations between venues.

• ✓Mileage tracking
• ✓Vehicle management
• ✓Travel expense calculations
• ✓Route optimization

Media Management

Multi-file upload with drag-and-drop, automatic thumbnails, and organization.

• ✓Drag-and-drop upload
• ✓Image and video support
• ✓Automatic thumbnails
• ✓Category organization

Gallery System

Event-specific galleries with 18 customization options and password protection.

• ✓18 customization options
• ✓Password protection
• ✓Download permissions
• ✓Full-screen lightbox

Social Media Integration

Post to Instagram, Facebook, LinkedIn, and Twitter from the platform.

• ✓Instagram Business posting
• ✓Facebook Page posting
• ✓LinkedIn & Twitter ready
• ✓Post scheduling

Proposal System

Package-based proposals with pricing tiers, add-ons, and payment schedules.

• ✓Package-based pricing
• ✓Add-on/extras management
• ✓Payment schedule configuration
• ✓Proposal expiration with reminders

Contract Management

Turn-key contract templates with 100+ variable replacements and digital signatures.

• ✓Ready-to-use contract templates
• ✓100+ variable replacements
• ✓Digital signature capture
• ✓Contract versioning

Instant Quote System

Public-facing quote wizard that clients can embed on their website.

• ✓Step-by-step package selection
• ✓Real-time pricing
• ✓Lead capture
• ✓Abandonment tracking

Role-Based Access Control

60+ granular feature-level permissions with custom permission groups.

• ✓60+ granular permissions
• ✓Action-based permissions
• ✓Custom permission groups
• ✓Employee event assignment

Security Features

JWT authentication, encrypted credentials, and comprehensive activity logging.

• ✓JWT authentication
• ✓AES-256-GCM encryption
• ✓Activity logging (50+ events)
• ✓Rate limiting with Redis

Multi-Organization Support

Organization branding, settings, and cross-organization vendor sharing.

• ✓Custom branding
• ✓Organization settings
• ✓Vendor/venue sharing
• ✓Credit system

Bounty & Referral System

Earn credits for referrals and more.

• ✓Vendor/venue bounties
• ✓Organization referrals
• ✓Credit-based rewards
• ✓Referral tracking

Advanced Search

Full-text search with fuzzy matching and intelligent filters.

• ✓Full-text search
• ✓Fuzzy matching
• ✓Social profile discovery
• ✓Multi-field filtering

Import Concierge Service

Professional migration service to import your business data from other platforms.

• ✓Paid migration service (fees vary)
• ✓Import events and financials
• ✓Expert data mapping
• ✓Limited by source platform exports

Timeline Templates

Turn-key timeline templates with smart tag replacements - start productive on day one.

• ✓Pre-built templates for common events
• ✓Smart tag replacement
• ✓Sequential ordering
• ✓Vendor/role assignment

Smart Tasks

Turn-key task templates with automated generation based on event triggers.

• ✓Pre-configured task workflows
• ✓Automated task generation
• ✓Event stage triggers
• ✓User assignment

Unified Timeline

Innovative timeline with clever time blocks, auto-time adjustments, and dynamic field inputs.

• ✓Clever time blocks with auto-adjustments
• ✓Dynamic field inputs
• ✓Drag-and-drop sorting
• ✓Real-time timeline updates

Service Provider Database

Google Places integration creates local venue instances with global vendor sharing and referral system.

• ✓Automatic venue discovery via Google Places
• ✓Local instances with business info & contacts
• ✓Credit-based bounty/referral system
• ✓Social media profile discovery

Vendor Portal

Separate portal for vendors with limited permissions and form completion.

• ✓Token-based access
• ✓Form viewing and completion
• ✓File uploads
• ✓Read-only participant viewing

Venue Intelligence

Google Places integration with geocoding, mapping, and travel calculations.

• ✓Google Places integration
• ✓Address geocoding with Mapbox
• ✓Travel time calculations
• ✓Privacy controls