Feature Overview
Cortado provides a complete solution for managing your business. Here’s what you can do:Lead Management and Pipeline
Transform inquiries into bookings with a visual kanban pipeline that tracks every lead through multiple stages:- Pipeline Stages: New Inquiries → Initial Contact → Quote Sent → Negotiation → Ready to Book → Declined
- Kanban Board: Drag-and-drop interface for managing leads
- Priority Indicators: Quickly identify which leads need attention
- Due Date Tracking: Never miss a follow-up deadline
- Status Badges: Visual indicators for lead status at a glance
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Explore the leads pipeline in detail.
Event Scheduling and Calendar
Manage your entire event schedule with multiple calendar views:- Monthly View: See event distribution and availability at a glance
- Weekly View: Detailed timelines with staff assignments
- Daily View: Hourly breakdown with task checklists
- Event Details: Complete event information including customer info, timeline, setup instructions, and equipment needs
- Staff Assignments: Assign team members to events and track availability
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Discover how to manage events effectively.
Payment Processing with Stripe
Handle all financial transactions seamlessly:- Stripe Integration: Secure payment processing built-in
- Quote Generation: Create professional quotes with customizable templates
- Invoice Management: Generate and send invoices automatically
- Payment Tracking: Monitor payment status and send reminders
- Refund Handling: Process refunds directly from the platform
Contact Management
Build and maintain your customer database:- Advanced Search: Find contacts quickly with powerful filtering
- Tag Management: Organize contacts with custom tags and categories
- Activity History: Track all interactions with each contact
- Engagement Metrics: Understand customer engagement levels
- Export Capabilities: Export contact data when needed
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Master contact management.
Communication Tools
Stay connected with customers and team members:- Email Integration: Sync with Gmail for seamless communication
- Template Management: Create and use email templates for common scenarios
- Automated Responses: Set up automated follow-ups and reminders
- Thread Tracking: Keep all email conversations organized by contact
- Internal Notes: Collaborate with team members through shared notes
Quote and Invoice Generation
Create professional documents quickly:- Customizable Templates: Build quotes and invoices that match your brand
- Item Management: Add products, services, and add-ons easily
- Tax and Discounts: Apply taxes and discounts automatically
- PDF Generation: Generate PDFs for quotes and invoices
- Customer Portal: Allow customers to view and pay quotes online
Dashboard Overview
Get a quick view of your business at a glance:- Task Summary: See upcoming deadlines and follow-up reminders
- Event Preview: View today’s events and this week’s schedule
- Inquiry Status: Monitor new inquiries and pending follow-ups
- Quick Actions: Access common tasks with one click
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Explore the dashboard features.
Settings and Configuration
Customize Cortado to fit your business needs:- Company Settings: Manage business information, brand settings, and operating hours
- Team Management: Add users, assign roles, and manage permissions
- Product Configuration: Set up service packages, add-ons, and pricing templates
- Integration Settings: Configure Gmail, Google Calendar, and Stripe connections
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Configure your Cortado settings.
Security and Reliability
Cortado is built with security and reliability in mind:- Multi-tenant Architecture: Complete data isolation between organizations
- Role-Based Access Control: Granular permissions for team members
- Audit Logging: Track all changes and actions
- Data Encryption: Secure data at rest and in transit
- Regular Backups: Your data is protected with automated backups