Multi-event management
See leads, events, and tasks on a shared calendar. Open any event to review its venue, dates, notes, documents, assigned team members, quote, invoices, and related tasks.
Built for event planners
Event planner CRM for proposals, tasks, and payments.
Cortado Pro is a CRM and event management platform built for event planners. Manage multiple events, send professional proposals, create payment schedules, assign team members and tasks, invoice clients, and collect payments from one dashboard.
- 60-day trial
- Full product access
- 0% platform fees
- Invite only
The problem
The challenges every event planner faces.
Growing an event planning business means managing exponentially more complexity with every new client. These operational headaches limit how many events you can take on.
- 01
Juggling multiple events
Managing five, ten, or twenty events at once across different stages—proposals, planning, execution, wrap-up. Without a centralized system, critical details fall through the cracks and timelines slip.
- 02
Scattered team responsibilities
When assignments and task ownership live in separate documents, it is difficult to know who is responsible for each part of an event.
- 03
Proposal and payment admin
Re-entering service lines across proposals, deposits, payment schedules, and final invoices creates avoidable work and inconsistent records.
- 04
Fragmented client records
Contact details, event notes, proposals, invoices, and payment status become hard to follow when each lives in a different tool.
What Cortado does
Software designed for event planners.
Keep the event-planning workflow together, from the first inquiry and proposal through team tasks, invoices, and payment collection.
Quotes, invoices, and payment schedules
Build itemized proposals, define deposit and balance milestones, convert approved work into invoices, and collect client payments through Stripe.
Professional proposals and invoicing
Create branded proposals with itemized pricing, service packages, terms, and payment schedules. Clients can review and approve quotes, then view and pay invoices through the portal.
Team assignments and tasks
Assign team members to individual events with a date, time, duration, and status. Create assigned tasks, track completion, and keep responsibilities connected to the lead or event.
How it works
How Cortado works for event planners.
From first inquiry to event day—streamline your entire planning workflow.
- 01
Set up your services
Configure your event planning packages and service catalog. Add your branding for professional proposals.
- 02
Propose and close
When a lead inquires, create and send a branded proposal with itemized pricing. Clients review and approve it through the portal.
- 03
Plan and execute
Manage event details, assigned team members, and tasks, then track invoices and payments alongside the event.
Event planner FAQ
Frequently asked questions.
Common questions from event planners about Cortado Pro. Something else on your mind? Email us at contact@cortado.pro.
Cortado Pro brings event-planning leads, events, proposals, invoices, payment schedules, team assignments, tasks, and Stripe payments into one system.
Cortado Pro shows leads, events, and tasks on a calendar and keeps each event connected to its venue, guest count, dates, notes, documents, assigned team members, quote, and invoices.
Yes. Add a payment schedule to a quote, create invoices for deposits and balances, collect client payments through Stripe, and review payment status alongside the event.
Yes. Clients can review and approve quotes, view invoices, and make online payments through the portal. The portal does not currently provide project messaging or progress tracking.
Cortado Pro makes quoting fast and professional. Build quotes with itemized pricing, add service packages, include payment schedules with deposit milestones, and send everything through your branded client portal. Convert approved quotes to invoices with one click and collect payments via Stripe.
Yes. Assign team members to individual events with a date, time, duration, and status. Create assigned tasks and track their completion for each lead or event.
More industries
Cortado works for every event business.
Whether you plan events, cater, brew coffee, or mix drinks—Cortado has you covered.
Invite-only access
Ready to elevate your event planning business?
Join the waitlist and tell us about your business. We will contact you when a spot opens.