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What is Cortado?

Cortado is a comprehensive platform that combines CRM functionality, event management, and payment processing into a single, powerful system. Manage everything from lead generation to event execution in one place.

Key Capabilities

Cortado helps you manage your entire business workflow in one place:

Lead Management

Track inquiries from initial contact through to booking with a visual pipeline that keeps your sales process organized and efficient.

Event Management

Schedule and manage events with a comprehensive calendar system that handles staff assignments, equipment needs, and customer communication.

Payment Processing

Accept payments seamlessly through Stripe integration, generate quotes and invoices, and track payment status all in one place.

Contact Management

Build and maintain your customer database with advanced search, tagging, and interaction history tracking.

Communication Tools

Stay connected with customers through customizable system emails and integrated Gmail.

Get Started

Quick Start

Get up and running with Cortado in minutes.

Features Overview

Explore all the features Cortado offers.

Explore the Guides

Dashboard

Get an overview of your business at a glance.

Leads Pipeline

Track inquiries from first contact to booking.

Events & Calendar

Schedule and manage your events.

Quotes

Build and send quotes for your events.

Invoices

Create, send, and track invoices.

Payments

Accept payments, set schedules, and handle refunds.

Customer Portal

What your customers see when they review quotes and pay invoices.

Reports

Track revenue, close rate, pipeline, and sales tax.

Contacts

Manage your customer database.

Integrations

Connect Stripe, Gmail, Google Calendar, Slack, and more.