Sales & CRM
The event CRM built around the enquiry.
Generic CRMs are built for contacts and deals. Event businesses run on enquiries, dates and venues. ENDRATO's CRM starts there.
The problem
Why generic tools fall short
Enquiries arrive from forms, email and calls. Without one queue, first replies are slow, owners are unclear and good leads go cold.
Outcomes
What changes for your team
Reply first
A live queue with next-step prompts keeps first-response time short — the team that replies first usually wins.
Clear ownership
Every enquiry has an owner, a status and a task list, so nothing sits unassigned.
Full client story
One record per person, covering every enquiry, quote and event they've ever booked.
Capabilities
Everything inside
Enquiries
- Live enquiries queue with status, owner and event-type filters
- Enquiry detail with the full lifecycle: Enquiry, Quote, Booked, Invoice & payment, Event preparation, Complete
- Next-step prompts on every enquiry
Pipeline
- Drag-and-drop pipeline: New, Contacted, Quoted, Confirmed
- Moving a card never emails a client by accident
- Pipeline value and win rate at a glance
Clients & tasks
- Clients & Prospects with one record per person
- Tasks with due dates, owners and priorities
- AI Copilot search across clients, quotes and invoices
How it flows
From first touch to done
- STEP 01
Enquiry lands in the queue
- STEP 02
Owner assigned and first reply sent
- STEP 03
Card moves through the pipeline
- STEP 04
Quote accepted and the event is booked
FAQ
Common questions
Does moving a pipeline card send emails?
No. Pipeline moves are safe — client emails only send when you choose to send them.
Can I see a client's past events?
Yes. Each person has one record that holds every enquiry, quote and booking.
See it in action
Run every event in sync.
ENDRATO is a working system, already running the daily operations of a real event business. Request a demo and we'll walk you through it on a live event.