Coretal

Coretal Events is a comprehensive backend toolkit specifically designed for event businesses. According to the vendor, its main purpose is to streamline event management processes, reduce workload, and enhance collaboration among team members and clients. It caters to a wide range of professionals, including event planners, event managers, wedding planners, conference organizers, and corporate event coordinators.

Key Features

Collaborative Workspace: Coretal Events provides a collaborative workspace that enables team members and clients to work together on event projects. It offers centralized communication, task management, and progress tracking, aiming to ensure effective collaboration and alignment.

Event Contracts: Coretal Events offers a feature for managing event contracts. Users can create and store event contracts within the platform, complete with legally binding e-Signatures. The platform also includes contract tracking functionality to monitor the progress of contracts.

Integrated CRM: Coretal Events includes a built-in Customer Relationship Management (CRM) system. Users can store client information, notes, and communication history within the platform, facilitating efficient management of client relationships and enabling effective collaboration among team members.

Process and Checklist Builder: Coretal Events provides a process and checklist builder feature, allowing users to create standardized workflows and checklists for event planning. Templates can be created and reused for future events, ensuring consistency and minimizing the risk of missing important tasks.

Automated Invoicing and Payment Reminders: Coretal Events offers automated invoicing functionality, enabling users to generate professional invoices directly within the platform. Users can integrate payment methods, and the platform provides automatic payment reminders to improve cash flow management.

Multiple Views and Custom Fields: Coretal Events provides multiple views, including list, kanban, and calendar views, to accommodate different preferences and enhance event management efficiency. Users can customize fields within the platform to capture specific event-related information.

Integrations with Miro and Xero: Coretal Events offers integrations with popular tools like Miro and Xero. The Miro integration allows for collaborative work on event-related visual boards, while the Xero integration enables seamless synchronization of financial data.