Quote Templates
Create reusable templates for event-type-specific pricing to speed up quote creation.Template Management - Define quote templates in Payment Settings with default line items, base rates, and hourly rates for each event type.Auto-Apply Templates - When creating a quote, templates matching the event type are automatically applied, pre-populating line items and pricing.Custom Rates - Set base rates and hourly rates per template that calculate pricing based on event duration and guest count.Reporting Dashboard
Track your business performance with new reporting metrics.Close Rate - See your lead-to-booking conversion percentage with trend comparisons to previous periods, last month, or same period last year.Leads Count - Monitor total inquiries received with breakdown by pipeline stage. Compare across custom date ranges.Flexible Date Ranges - Choose from presets (This Week, Last Week, This Month, etc.) or set custom date ranges for both current and comparison periods.Sidebar Improvements
Collapsible Sections - Sidebar navigation sections can now be collapsed and expanded. Your preferences are saved automatically.Lead Filtering
Received Date Filter - Filter leads by when they were received using preset ranges or custom dates.Quote Builder Improvements
Enforced Tip Pre-population - When an event type has an enforced tip percentage, it’s automatically applied when creating quotes.Item Ordering - Quote items now maintain consistent ordering with proper hours calculations.Bug Fixes
Currency Input - Currency fields now format values on blur instead of during typing for a smoother editing experience.Catalog Management - Fixed dropdown event propagation issues and improved delete button styling for catalog items.Terms & Conditions
Define your organization’s terms and conditions that customers see when reviewing quotes and invoices.Custom Clauses - Create multiple clauses with titles and content. Reorder clauses to control how they appear to customers.Customer Portal - Terms are displayed in the portal footer with a link that opens a modal showing all clauses in order.Event Details in Tables
Event Type & Location - The events table and event detail sheet now display event type and location directly, making it easier to see key event information at a glance.Quick Tags for Leads
Quickly categorize your leads with visual tags for faster pipeline management.Tag Options - Mark leads with Follow Up, Urgent, Hot Lead, VIP, or Waiting tags to prioritize your outreach and track lead status at a glance.Icon Display - Tags appear as intuitive icons on lead cards in the kanban board, keeping the interface clean while providing instant visual cues.Tag Legend - Hover over tags to see what each icon represents, or view the legend to learn all available tag types.Tasks Kanban
Manage your tasks visually with the new kanban board view.Kanban Board - View tasks organized by status (Pending, In Progress, Complete) in a drag-and-drop interface.Filtering - Filter tasks by assignee, priority, or due date to focus on what matters.Event Archiving
Archive events you no longer need without permanently deleting them.Soft Delete - Archive events to remove them from active views while preserving the data for historical records.Lead Events Card
The lead detail page now shows events more prominently.Stats Header - See key event metrics at a glance including total events and upcoming dates.Events Card - Events are now displayed in a dedicated card on the lead detail page for easier access.Feedback Categories
Organize feedback with type categories.Feedback Types - Categorize feedback as Bug, Feature Request, or General to help prioritize and track submissions.UI Improvements
Event Details - Event type and location fields are now available directly on events, not just inquiries.Places Autocomplete - Location fields now include Google Places autocomplete for faster, more accurate address entry.Multi-Event Inquiries
Inquiries can now include multiple events, making it easy to manage multi-day events, event series, and complex bookings.Events Tab - Each lead now has a dedicated Events tab showing all associated event dates. Add, edit, or remove events directly from the lead detail page.Event Details - Each event includes its own date, start time, duration, guest count, event type, and location. Changes sync automatically when converting to a booking.Flexible Scheduling - Perfect for multi-day weddings, corporate event series, or any booking that spans multiple dates.Multi-Event Quotes
Quotes now support multiple events with per-event pricing and details.Quote Events Section - Add multiple event dates to a single quote, each with its own time, duration, and guest count.Event Management - Edit or remove events directly from the quote builder. Events are displayed with clear date and time formatting.Notification Bulk Actions
Mark All as Read - Clear all unread notifications with a single click from the notification popover.Archive All - Archive all notifications at once to keep your inbox clean.Leads Kanban Improvements
Relative Timestamps - Lead cards now show relative time (e.g., “2 hours ago”) with a tooltip showing the exact date and time.Bug Fixes
Date Handling - Fixed issues with invalid dates and NaN values in date formatting utilities.Booking Events - Fixed an issue where booking events weren’t properly created from quote events when accepting a lead.Dialog Buttons - Fixed destructive dialog buttons to use proper white text for better readability.Custom Email Domain
Send emails from your own domain for a more professional, branded experience.Domain Setup - Add your custom email domain (e.g.,inbox.yourcompany.com) in Organization Settings. Cortado provides the DNS records you need to configure with your domain provider.DNS Verification - After adding DNS records, verify your domain with a single click. Cortado automatically checks your SPF, DKIM, and MX records.Email Accounts - Create email accounts on your domain and assign them to team members. Set a default sender for outgoing messages.Bug Fixes
Session Stability - Fixed an issue where users could be unexpectedly signed out while their session was being refreshed.Notification Center
Stay informed with real-time notifications about activity across your organization.Bell Icon - A new notification bell in the header shows your unread notification count at a glance.Activity Feed - Click the bell to see recent notifications including new inquiries, payment updates, and event changes.Quick Actions - Mark notifications as read or archive them directly from the feed. Click any notification to jump to the related item.Google Analytics Improvements
Expanded Tag Support - Google Analytics now supports additional tag formats (GT- and AW- prefixes) in addition to the standard G- format.Custom Form Subdomains
Your inquiry forms can now live on a personalized subdomain for a more professional, branded experience.Organization Slug - Set a custom slug in Organization Settings to create your unique form URL (e.g.,yourcompany.cortadopro.com).Google Analytics for Forms
Track inquiry form engagement with native Google Analytics 4 integration.GA4 Measurement ID - Add your Google Tag ID in Form Customization settings to enable tracking.Automatic Event Tracking - Form submissions, step completions, and user interactions are automatically tracked as GA4 events.Event Location Hints - Configure optional event location hints to enhance your analytics data.Contact Management Improvements
Duplicate Email Detection - When adding contacts inline, Cortado now checks for existing contacts with the same email and shows a warning before creating duplicates.Preserved Note Drafts - Note content you’re writing is now preserved when the sheet closes and reopens, so you won’t lose work in progress.Scheduling Conflict Detection
Lead detail pages now show potential scheduling conflicts to help you avoid double-booking.Overlap Detection - When viewing a lead, Cortado automatically checks for other events and leads that might overlap with the proposed event time.Two-Column Layout - Conflicts are organized into Events and Leads columns, each with count badges and direct navigation links.Smart Buffering - Overlap detection uses your organization’s setup and teardown time settings to account for preparation time between events.Invoice Payment Display
Celebratory Styling - Paid invoices now display totals in green with a clear tip breakdown (e.g., “100 tip”).Visual Feedback - Invoice cards on event pages provide at-a-glance payment status with improved styling for completed payments.Enforced Minimum Tips
Automatic Enforcement - The customer portal now automatically enforces minimum tip percentages configured per event type.Smart Selection - When a customer’s selected tip is below the enforced minimum, the tip selector auto-adjusts to meet the requirement.Bug Fixes
TimePicker Scrolling - Fixed an issue where mouse wheel scrolling didn’t work in the time picker when opened inside a sheet.Refund-Aware Payment Schedules - Payment schedule progression now correctly accounts for goodwill refunds when determining which schedule to pay next.Activity Feed
Your dashboard now shows a real-time activity feed so you can see what’s happening across your organization at a glance.Recent Activity - See the latest actions including new inquiries, quote updates, payment activity, event changes, and more—all in one unified timeline.Direct Navigation - Click any activity to jump directly to the related lead, event, invoice, or contact.Automatic Tracking - Activities are logged automatically as you work, including when bookings are created from accepted quotes.Contact Header Improvements
Avatar Display - Contact headers now show avatar initials for a more personalized experience.Improved Layout - The contact header component has been refreshed with a cleaner, more organized design.Inquiry Form Redesign
The embeddable inquiry form has been refreshed with a cleaner, minimal design for a better customer experience.Streamlined Layout - A new progress indicator and simplified navigation make it easier for customers to complete inquiries.Improved Reliability - Forms now include automatic fallback handling to ensure submissions go through even when connectivity issues occur.Google Calendar Enhancements
Manual Sync Button - Trigger a calendar sync on demand from the event detail page when you need immediate updates.Auto-Sync on Acceptance - Events now automatically sync to Google Calendar when a lead is accepted, keeping your calendar current without extra steps.Lead Information
Event Days Display - The lead information card now shows the number of event days, giving you a quick view of multi-day event scope.Company Management
Organize your contacts by company with full company management capabilities.Company Directory - View all companies in a searchable list at/crm/companies. Create new companies with name, website, phone, and address fields.Company Detail Pages - Each company has a dedicated detail page showing company info, associated contacts, notes, and tasks.Contact Associations - Link contacts to companies and view the relationship from both sides. Add or remove contacts from companies with dedicated dialogs.Enhanced Contact Details
Contact detail pages now provide a complete view of each contact’s activity and relationships.Related Inquiries - See all inquiries associated with a contact directly on their detail page.Related Events - View all events linked to the contact without navigating away.Company Links - Contacts now show their company associations with direct links to company detail pages.Unified Activity Tabs - Notes and tasks are now displayed in a unified tabbed interface for cleaner organization.Bug Fixes
Phone Formatting - Phone numbers now display consistently as (XXX) XXX-XXXX format on contact and company pages.Breadcrumb Fixes - CRM routes now correctly show “CRM” as the root breadcrumb, and “Companies” properly singularizes to “Company” in detail page breadcrumbs.Weekly Notification System
Stay informed about your business with automated email summaries delivered on your schedule.Notification Types - Configure multiple notification types including weekly summaries, overdue task alerts, stale lead reminders, upcoming event notifications, and payment reminders.Flexible Scheduling - Choose daily, weekly, or monthly delivery with configurable time and day preferences. Weekly notifications can be set to any day of the week, and monthly notifications can target specific days of the month.Content Customization - Select exactly what to include in each notification: events, tasks, leads, or payments. Filter by stage to focus on what matters most—upcoming events, new leads, overdue tasks, or pending payments.Additional Recipients - Add extra email recipients to any notification type, ensuring the right team members stay in the loop.Dashboard Payment Schedules
Your dashboard now surfaces critical payment information at a glance.Overdue Payments - See which payment schedules are past due and need attention.Upcoming Payments - Track payments that are due soon to stay ahead of your cash flow.Quote Expiration Dates
Update Valid Until - Edit the expiration date on quote revisions directly, giving you flexibility to extend or shorten quote validity periods.Stripe Checkout Sessions
A complete overhaul of the payment system, migrating from Payment Intents to Stripe Checkout Sessions for a more reliable and feature-rich payment experience.Embedded Checkout - Customers now complete payments through Stripe’s secure embedded checkout flow, with support for multiple payment methods including cards and ACH bank transfers.ACH Bank Transfers - Customers can pay via bank transfer with automatic microdeposit verification. Email notifications guide customers through the verification process.Payment Processing States - Real-time payment status updates show customers exactly where their payment stands—from processing to verified to complete.Tip Selection - Customers can add gratuity during checkout with preset percentage options or a custom amount.Invoice Refunds
Full refund management directly within Cortado.Issue Refunds - Process full or partial refunds on any payment with automatic Stripe integration.Goodwill Refunds - Track refunds that go beyond the original payment amount for customer service situations.Refund Notifications - Customers receive email confirmation when refunds are processed.Payment Schedule Improvements
Payment Progress - Visual progress bars show how much has been paid on each schedule.Manual Payments - Record cash, check, or other offline payments with receipt and void notification emails.Tip Distribution - Tips can be applied to the final payment schedule or distributed across all schedules.Customer Portal Redesign
Invoice Sidebar - A new sidebar layout shows all invoices for a booking, making it easy for customers to navigate between multiple invoices.Share via Email - Send quote and invoice links directly to customers with a single click.Secure Links - Portal links now include JWT tokens for enhanced security.Payment Filtering & Management
Payment Filter Toolbar - Filter invoices by payment status, date range, and amount on the invoices page.Disputes Dashboard - New settings page to view and manage Stripe payment disputes.Webhook Management - View and manage Stripe webhooks in a new settings page, with sections for failed, stale, and all webhook events.Enforced Tips
Configure mandatory gratuity percentages by event type to ensure consistent tipping policies across your organization.Per-Event-Type Settings - Set different enforced tip percentages for Corporate, Wedding, Party, and other event types in Payment Settings.Automatic Application - Enforced tips are automatically applied when creating quotes for matching event types.Quote Improvements
Quote Cancellation - Quotes can now be marked as cancelled to better track declined or withdrawn proposals.Lead Items Preserved on Stage Changes
Fixed an issue where selected services and items on a lead were being removed when changing the lead’s stage.Stage Updates - Changing a lead’s stage (New, In Progress, Quote Sent, etc.) now correctly preserves all selected items and services.Calendar Settings
A new Calendar section in Email & Calendar settings helps you configure Google Calendar integration.Calendar Status Check - See at a glance whether your “Events” calendar is properly configured. A green indicator shows when everything is ready, while a red alert guides you if setup is needed.Check Again Button - After creating your calendar in Google, click “Check Again” to verify the connection without refreshing the page.Step-by-Step Setup Guide - Clear instructions walk you through creating the required “Events” calendar in Google Calendar, with a direct link to calendar.google.com.Google Calendar Sync
Events in Cortado now automatically sync with Google Calendar, keeping your calendar up to date without manual entry.Automatic Sync - When events are created or updated in Cortado, they’re automatically synced to your connected Google Calendar account in the background.Stay in Sync - Changes to event details like date, time, location, and guest count are automatically reflected in Google Calendar. New events are created automatically, and existing ones are updated when you make changes.Browser Tab Titles
Browser tab titles now automatically update to show the current page name (e.g., “Cortado Pro - Events”), making it easier to navigate multiple tabs and find the right page quickly.Signup & Onboarding
A complete signup and onboarding experience to get new users set up quickly.Signup Flow - New users can create an account with email and password, then complete their profile with first and last name.Password Recovery - Forgot your password? Request a reset link via email, or use magic link authentication to sign in without a password.Guided Onboarding - After signing up, users are guided through setting up their organization with a step-by-step wizard:- Add Services - Choose from preset service items or create custom ones to build your service catalog
- Form Setup - Configure your lead capture form with a live preview showing exactly how it will appear on your website
- Invite Team - Add team members by email with role assignments using a multi-select dropdown
- Connect Gmail - Link your Gmail account to send emails directly from Cortado
- Connect Stripe - Set up Stripe to accept payments from customers
Create Events Directly
You can now create events directly from the Events page without going through the leads pipeline first.New Event Button - A “New Event” button in the top right of the Events page opens a sheet to quickly create both a booking and its first event in one step.Combined Form - Select a contact, set event type and location, then add event details (date, time, duration, guest count) all in one place.Streamlined Workflow - Perfect for when you need to add an event that didn’t come through your leads pipeline, or for quick event entry.Calendar Stage Filtering
Filter your calendar view by lead and event stages to focus on what matters.Stage Filter Popover - Click the new “Filter” button in the calendar header to select which lead stages (New, In Progress, Quote Sent, etc.) and event stages (Upcoming, Complete, Cancelled, etc.) to display.Filter Count Badge - See at a glance how many stage filters are currently active.Event Stage Updates
Quickly update event stages directly from the event detail sheet.Stage Dropdown - Change an event’s stage (Upcoming, Complete, Cancelled, Rescheduled, Postponed) using the dropdown in the event update form.Leads Event Date Filter
A new badge-style filter on the leads page shows your active event date range filter with clear from/to dates.Payment Dispute & Refund Handling
Stripe webhook events for disputes and refunds are now processed automatically via Temporal workflows.Dispute Tracking - When a customer opens a dispute, the system records dispute details including status, reason, and amount on the payment record.Refund Processing - Refunds are tracked with amount, reason, and status updates to keep your payment records accurate.Invoice Detail Page Redesign
We’ve completely rebuilt the invoice detail page with a professional, view-first design optimized for quickly reviewing invoice status and taking actions.Two-Column Layout - A new 380px sidebar with main content area provides better organization. The sidebar shows key invoice information at a glance, while the main area displays detailed breakdowns.Invoice Summary Card - See the invoice status, total amount with a large display, payment progress bar, and paid/due breakdown all in one place. Key dates (created, sent, next due) are easily visible.Quick Actions - Context-aware action buttons change based on invoice status. Draft invoices show “Send Invoice”, sent invoices show “Record Payment”, and paid invoices show “Download Receipt”. Additional actions include Resend, Copy Link, Edit, and PDF download.Status Timeline - A visual timeline banner shows the invoice progression from Created → Sent → Viewed → Paid, with timestamps for completed steps.Line Items Card - Clean, collapsible display of all line items with quantity, unit price, and totals. Includes full breakdown of subtotal, discounts, sales tax, gratuity, and final total.Payment Schedules Card - Visual timeline of payment schedules with per-schedule progress bars, status badges (Pending, Partial, Paid, Overdue), and “Pay” buttons for recording payments.Integrated Activity - Notes, tasks, and payment history are now seamlessly integrated into the invoice detail view.Feedback
Share your thoughts directly within Cortado with the new feedback feature.Submit Feedback - Click “Add Feedback” on the Feedback page to open a dialog and share your suggestions, feature requests, or report issues.View All Feedback - See all feedback submitted by your organization’s team members in one place, with status badges showing the current stage of each item.Upvote Feedback - Show support for ideas by upvoting feedback items. Your own feedback is automatically upvoted when submitted. Feedback is sorted by upvote count so popular ideas rise to the top.Edit & Delete - Manage your own submissions with edit and delete options available from the card menu.Advanced Leads Filtering
We’ve significantly improved the filtering experience for leads with unified controls across both table and kanban views.Custom “Since” Date Filter - Filter leads received since a specific date. Choose from presets (Past 3 Days, Past Week, Past Month) or pick a custom date to see all leads received from that point forward.Event Date Range Filter - Filter leads by their event date using a flexible from/to date picker.Event Type & Stage Filters - Narrow down leads by event type or pipeline stage with multi-select filters.Unified Views - Filters are now synchronized between table and kanban views. Switch between views without losing your filter selections.Persistent Filters - Your filter preferences are automatically saved to local storage and restored when you return.AI Assistant
Meet your new AI-powered assistant, available anywhere in Cortado.Sidebar Chat - Click the sparkles icon in the header to open the AI assistant sidebar. Ask questions about your data, get help with tasks, or explore what Cortado can do.Streaming Responses - Watch responses appear in real-time with a typing indicator as the AI thinks through your request.Chat History - Your conversations are saved automatically. Browse recent chats and continue where you left off.Full-Page View - Need more space? Expand to the dedicated chat page at/chat for a focused conversation experience.Quick Suggestions - Not sure where to start? Use the suggested prompts to explore common tasks and questions.Global Search
Find anything instantly with the new global search bar in the header. Press⌘K (or Ctrl+K on Windows) to jump to search, or just start typing.Smart Search - Search across contacts, leads, events, and invoices all at once. Results are fuzzy-matched and ranked by relevance.Keyboard Navigation - Use arrow keys to navigate results, Enter to select, and Escape to close. Results are organized by category for quick scanning.Search Fields:- Contacts: name, email, phone number
- Leads: contact name, event type
- Events: contact name, event date
- Invoices: invoice number, contact name, title
Contact Management on Leads & Events
We’ve added quick contact management actions directly on lead and event detail pages, making it easier to keep your contact information accurate without leaving your workflow.Edit Contact - Click the pencil icon next to any contact name to quickly update their first name, last name, email, or phone number. Changes are saved instantly and reflected across all associated leads and events.Swap Contact - Need to reassign a lead or event to a different contact? Click the refresh icon to open the contact selector, where you can search existing contacts or create a new one on the fly.Both features are available on:- Lead detail pages (
/leads/:id) - Event detail pages (
/events/:id)
Beta Launch
We’re excited to introduce Cortado - your all-in-one CRM and event management platform with integrated payments.Core Features
Leads Pipeline - Manage your sales pipeline with a visual kanban board. Drag and drop leads through stages from initial inquiry to booked.Leads Table - View and filter all your leads in a powerful table format with sorting and search.Events Table - Track all your upcoming and past events in one organized view.Contacts Directory - Build your customer database with a searchable contacts table.Unified Calendar - See both leads and events together in day, week, or month views.Quotes & Payments
Quote Builder - Create professional quotes directly from leads with line-item pricing, sales tax per item, overall discounts, and gratuity settings.Payment Schedules - Set up flexible payment plans using fixed amounts or percentage-based installments.Lead Capture
Form Builder - Create custom lead capture forms for your website.Embeddable Forms - Embed forms directly on your site to automatically create new leads.Integrations
Stripe - Accept payments with native Stripe integration.Gmail - Connect your Gmail for integrated email communication.Platform
- Redesigned dashboard with consistent styling
- Reorganized sidebar navigation for better workflow
- Improved settings organization for catalog and forms