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