Name: Coretal
Author: Coretal

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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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.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Basic

Bolste

Coretal

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software helps teams plan, coordinate, and execute projects using methods like Agile or Waterfall. Key features include task scheduling, budgeting, and collaboration. Advanced tools offer portfolio-level insights to align projects with business goals. Explore scalable solutions that streamline workflows and improve accountability, with comparisons based on verified user reviews, ratings, and core features.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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