Event Planner CRM
All-in-One Event Management Platform
Cortado Pro is the all-in-one CRM and event management platform built for event planners. Manage multiple events simultaneously, send professional proposals, coordinate vendors, track budgets, and keep every client informed—all from one powerful, intuitive dashboard.
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.
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.
Vendor Coordination Chaos
Coordinating caterers, florists, DJs, photographers, and venues for each event means hundreds of emails, phone calls, and follow-ups. One missed vendor confirmation can derail an entire event.
Budget Tracking Nightmares
Tracking budgets across multiple events with different vendors, deposits, and payment schedules in spreadsheets is a recipe for overspending. Clients expect real-time budget visibility that spreadsheets cannot deliver.
Keeping Clients Updated
Clients want regular updates on their event progress—but manually sending status reports and handling their questions across email, text, and calls consumes hours every week that you should spend planning.
Software Designed for Event Planners
Every feature in Cortado Pro was built to solve real event planning challenges. Multi-event management, budget tracking, client portals—everything you need to run a professional operation.
Multi-Event Management
See all your events across a visual timeline—proposals in the pipeline, events in planning, upcoming executions, and recently completed jobs. Switch between events instantly, track progress at a glance, and never lose sight of a deadline. Whether you are managing 5 or 50 events simultaneously, Cortado keeps everything organized.
Budget Tracking & Visibility
Create detailed budgets for each event with line items for every vendor and expense category. Track actual spend against budget in real time as deposits are paid and invoices come in. Give clients transparent budget visibility through their portal so there are never any surprises on final settlement.
Professional Proposals & Invoicing
Create stunning branded proposals with itemized pricing, service packages, and payment schedules. Send them through your client portal where clients can review, approve, and pay deposits. Convert approved proposals to invoices with one click. Payment schedules with milestone-based collections keep your cash flow healthy.
Client Portal & Team Coordination
Each client gets a branded portal where they can track event progress, review documents, approve changes, and make payments. Internally, assign team members to events, manage workloads, and coordinate tasks. Everyone—clients and team alike—stays aligned without endless status meetings.
How Cortado Works for Event Planners
From first inquiry to event day—streamline your entire planning workflow.
Set Up Your Services
Configure your event planning packages, pricing tiers, and service offerings. Add your branding for professional proposals from day one.
Propose & Close
When a lead inquires, create and send a branded proposal with detailed pricing in minutes. Clients review, approve, and pay deposits through your portal.
Plan & Execute
Manage every event detail—timelines, vendors, budgets, and client updates. On event day, everything is organized and your team knows exactly what to do.
Frequently Asked Questions
Common questions from event planners about Cortado Pro
Cortado Works for Every Event Business
Whether you plan events, cater, brew coffee, or mix drinks—Cortado has you covered.
Ready to Elevate Your Event Planning Business?
Join event planners who are managing more events, impressing clients with professional portals, and spending less time on admin. Get on the waitlist and be the first to know when Cortado Pro launches.