Every client, ready for the next call.
Keep every client, brief, and past job in one place, so you walk into the next conversation already prepared.
Full history
Past events, preferences, and notes sit on one profile.
Faster follow-up
Pick up where you left off without digging through chats.
Stronger relationships
Remember the details that make clients come back.
Four simple steps
- 1Clients are created as you work.
- 2Briefs and events attach automatically.
- 3Add notes and preferences.
- 4Open a profile before any call.
Good to know
Is client data private?
Yes. Client information is private to your business.
Can I see a client's full history?
Yes. Every event and interaction is on their profile.
More features
AI Project Management
Describe the job in plain language. The agent builds the project, tasks, owners, and timeline.
Vendor Marketplace
A verified profile that grows with every event you deliver, so the right clients find you.
Team Briefings
Every team member knows their role, call time, and tasks before they ask.
Quotes & Invoicing
Send quotes, raise invoices, and track who has paid, without leaving the workflow.
Equipment Tracking
Know what gear is booked, where it is, and when two events want the same kit.