Capture inquiry
Forms and inbound mail create one structured lead.
The operating system for event sales
Turn every event inquiry into a booked event.
Capture leads, understand requirements, source vendor costs, protect margins, and send client-ready quotations from one connected workspace.
Leads
+ New leadNew inquiries20
Action required237
Awaiting customer12
Overdue follow-ups9
| Event | Date | Service | Value | Stage |
|---|---|---|---|---|
| Conference in Plano | Aug 20 | LED screen | $2,500 | New inquiry |
| Startup demo day | Sep 09 | AV package | $4,200 | Quote needed |
| Annual awards night | Oct 12 | Production | $8,900 | Need info |
One connected workflow
From first message to final booking.
EventExpert keeps source details, decisions, costs, approvals, and customer communication attached to the same opportunity.
Review requirements
Verify details and ask only what is missing.
Resolve pricing
Use current prices or request vendor costs.
Send quotation
Approve a client-safe quote and PDF.
Book and deliver
Track acceptance, tasks, vendors, and orders.
The event-sales workspace
Every critical detail. None of the spreadsheet chase.
Capture and understand
Every inquiry arrives ready to work.
Website forms and inbound email feed the same pipeline with evidence-backed extraction and human review.
- Embedded lead forms
- Gmail and Resend intake
- RFQ extraction and corrections
- Approved clarification messages
Price with confidence
Know the cost before promising the price.
Resolve catalog pricing or collect vendor costs through secure, mobile-friendly requests.
- Tiered price books
- Passwordless vendor pricing
- Vendor response comparison
- Markup and margin safeguards
Quote and approve
Move fast without losing control.
Create versioned quotations, require approval, and deliver client-safe prices only.
- Versioned quote drafts
- Explicit approval and send
- Client-safe PDF delivery
- Expiring acceptance links
Operate together
Context and execution stay connected.
Manage customers, vendors, tasks, orders, imports, and communication around every lead.
- Customer and company CRM
- Vendor capabilities
- Tasks and notifications
- Orders and audit history
Built for the whole operation
One system. Every event-sales capability.
Lead capture
Embedded forms and structured inbound requests.
Inbox intake
Gmail and Resend email ingestion.
AI extraction
Reviewable fields with source evidence.
Clarification
Focused questions with operator approval.
Price books
Tiers, modifiers, and validity windows.
Vendor pricing
Secure requests and response comparison.
Margin control
Markup, fees, tax, and margin rules.
Quotations
Versioned drafts, PDFs, and acceptance.
Customer CRM
Customers, companies, notes, and activity.
Operations
Tasks, vendors, orders, and notifications.
Smart imports
Structured legacy-data migration.
Audit history
Decisions, approvals, and delivery status.
Make every inquiry easier to win.
Start building a faster, more controlled event-sales workflow.