Know where every inquiry stands
Each deal shows where it stands, from inquiry to tour, proposal, contract, deposit and event, worked out from what has actually happened, with the one next step to take. Attach the client, the event type, the guest count and a value, add call and meeting notes, and assign an owner so the follow-up has a name on it.
- Clients and deals in one place, with search
- Tasks with due dates, tied to a deal and a teammate
- A Today list of what needs you now, most urgent first, with one button for each, and an overview of pipeline value, upcoming events and overdue payments
- A booking page for your website: requests arrive as new deals, and you get an email
- A shared Inbox: write to clients and read their replies, linked to the deal
- Day, week, month and year calendar views, and a feed for Google, Outlook or Apple Calendar
- Booking and payment reminders by email or text
- Attach proposals and files to deals and contracts, and keep floor plans with each space

