People and their relationships
A person may work with several companies or venues. Keep their role, work email, phone numbers, and address specific to each relationship, with personal details stored separately.
Projects with event context
Manage pipeline stages, team assignments, actions, meetings, quotes, and documents together. Record when the event happens and when your team can access the location.
Resources connected to quotes
Build quotes from inventory, labor, kits, and packages. Organize sections, descriptions, quantities, rates, discounts, and estimated tax, with totals that update as you work.
Client and partner collaboration
Grant access to specific projects. Authorized portal users can view shared details, review published quotes, message the team, and submit changes for team review.
Documents in project context
Upload venue information, plans, and other supporting files. Review the upload, choose the project, and retain the original file for authenticated downloads.
Brands and repeatable work
Maintain distinct brand information within your company account. Use templates for actions, meetings, and touches, plus resource imports and CSV reports to support ongoing work.