Project Management System
Pro Event Flow Every client, every contract, every event.
The only ALL INCLUSIVE Project Manager for event professionals to onboard clients, sign contracts, plan tasks, schedule staff and execute flawless events.
Onboard & sign
Client onboarding & intake
Capture inquiry details, event type, guest count and budget, and start the journey as a new lead.
Watch demoFillable forms & questionnaires
Client information forms, client and vendor contracts, and event questionnaires in one shared library.
Watch demoCustom form builder
Build your own forms field by field — text, dropdowns, dates and signature blocks — with no developer needed.
Watch demoOnline signatures
Capture binding e-signatures on any contract or agreement, stored with the submission.
Watch demoSigned proposals to invoices
Build a line-item proposal, send it for signature, and convert it into an invoice the moment it is accepted.
Watch demoRun the event
Client journey dashboards
Track every client from lead to executed event, with stage progress, documents and history in one view.
Watch demoEvent task scheduler
Plan, assign and drag tasks across a kanban board for each event project.
Watch demoMeeting scheduler
Book tastings, walkthroughs and planning calls with clients and staff on shared time slots.
Watch demoStaff scheduler
Build shift coverage for every event date and see who is working when.
Watch demoStaff communication portal
Realtime channels where your team collaborates on events, logistics and day-of details.
Watch demoFloor plan designer
Enter room dimensions or square footage, then drag to-scale round and rectangular tables and chairs onto a grid.
Watch demoEvent inventory & allocations
A master stock list with live available counts, plus per-event reservations showing which dates items are held for.
Watch demoGet paid & grow
Payments & invoices
Track deposits, balances, due dates and overdue totals — and export everything to QuickBooks as CSV.
Watch demoPricing library
Keep reusable priced services and packages that auto-fill proposals and invoices.
Watch demoBookkeeping & financial reports
Double-entry books with bank feeds or CSV import, plus Profit & Loss, balance sheet and transaction reports.
Watch demoProfit margin calculator
Embed your own Google Sheet calculator per account so your margin math lives inside the workspace.
Watch demoMarketing plan framework
Customizable organic social and paid ad templates with merge fields, cadence and suggested budgets.
Watch demoGoHighLevel & Meta Ads publishing
Connect your CRM and ad account, then push templates straight to the GHL social planner or Meta as ad creatives.
Watch demoBranding & dashboard customization
Add your logo, brand colors, welcome message and choose which dashboard widgets your team sees.
Watch demo