> ## Documentation Index > Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt > Use this file to discover all available pages before exploring further. # Features > A tour of what you can do with Cortado Pro ## Feature Overview Cortado Pro brings leads, events, quotes, invoices, payments, and client communication into one place — built for event planners, caterers, and small event businesses. This page is a tour of everything the platform does, grouped by the area of the app where you'll find it. ## Leads & Pipeline Turn inquiries into bookings with a visual kanban board that tracks every lead from first contact to a signed booking. * **Pipeline stages**: New, In Progress, Quote Sent, Accepted, Rejected, and Stale — drag and drop leads between stages or update them from the detail page. * **Rejection reasons**: When a lead moves to Rejected, you're prompted for a reason (Budget, Timing, Competitor, or your own custom options) plus optional notes. A banner on the lead keeps the context visible. * **Quick tags**: Flag leads as Follow Up, Urgent, Hot Lead, VIP, or Waiting with one-click icons for fast triage. * **Source attribution**: Every inquiry records where it came from — paid ads, organic search, social networks, newsletters, your own site, or any channel you tag with a `utm_source` of your own — and shows it as a source badge on each lead. * **Advanced filters**: Filter by received date, event date range, stage, event type, or tag. Filters sync between kanban and table views and persist across sessions. * **Scheduling conflict detection**: Cortado automatically flags other events and leads that overlap a proposed event time, using your setup and teardown buffers. * **Accept on behalf of a customer**: Move a lead to Accepted and select an existing quote to instantly create the booking, events, and invoice — no customer action required. Learn how to run your pipeline day to day. ## Events & Calendar Plan, schedule, and track every event in one calendar that also shows the leads heading your way. * **Multi-event inquiries and bookings**: A single lead or quote can hold multiple event dates — perfect for multi-day weddings, corporate series, or recurring gigs. * **Unified calendar**: See leads and events together in day, week, or month views, with multi-day events plotted on every date they span. * **Stage filters**: Hide and show lead stages (New, In Progress, Quote Sent, Accepted) and event stages (Upcoming, Complete, Cancelled, Rescheduled, Postponed) to focus on what matters. * **Upcoming and completed tabs**: The Events page separates what's next from past history while keeping both one click away. * **Direct event creation**: Add a booking and its first event from the Events page without going through the pipeline. * **Timezones**: Event times display in the event's own local timezone across admin, portal, and email — with a one-click "Use location timezone" when an address is set. * **Auto-completion**: Past events and bookings are automatically marked Complete, keeping your schedule accurate without manual cleanup. * **Staffing fields**: Track guest count, barista count, cart count, and assignments directly on each event. Get the most out of your event schedule. ## Contacts & Companies Your CRM side of the house — every contact, every company, every interaction. * **Contacts directory**: Searchable list with inline editing and duplicate-email detection when adding contacts on the fly. * **Contact detail pages**: Avatar header, related inquiries, related events, company links, and a unified notes/tasks tab. * **Company directory**: Store company name, website, phone, and address with their own detail pages. * **Auto-matching**: New inquiries automatically link to the right company based on the contact's email domain. * **Contact swapping**: Reassign a lead or event to a different contact without losing any history. Manage your customer database. Organize contacts by company. ## Quotes Build professional, multi-event quotes and get them in front of customers fast. * **Multi-event quotes**: Add multiple dates to one quote, each with its own time, duration, and guest count. * **Quote templates**: Save event-type-specific pricing with base rates, hourly rates, and default line items. Matching templates auto-apply when you create a new quote. * **Enforced tips**: Set a required minimum tip percentage per event type that auto-applies on quotes and checkout. * **Quote workflow**: One-click send after creation, and the lead automatically advances to Quote Sent the first time you send it. * **Quote statuses**: Draft, Sent, Viewed, Revised, Accepted, Rejected, Expired, and Cancelled. * **Editable expiration dates**: Extend or shorten how long a quote is valid. * **Email customization**: Configure subject lines and custom text slots per template to match your brand. * **Dedicated Quotes page**: Status tabs, a summary strip, and an **Event Date** column (soonest first) give you a home for tracking every outstanding, accepted, and declined quote. * **Optional quote add-ons**: Offer catalog extras — or a one-off custom add-on — that the customer can opt into on the portal before they accept. Build and send quotes customers will sign. ## Invoices & Payments Run the whole money side of your business — invoices, schedules, payments, refunds, disputes. * **Stripe Checkout**: Customers pay through Stripe's secure embedded checkout with real-time status updates. * **ACH bank transfer**: Accept bank payments with automatic microdeposit verification and email guidance for customers. * **Per-invoice payment methods**: Override your organization-wide default to accept card only, ACH only, or both for a specific invoice. * **Payment schedules**: Fixed-amount or percentage-based installments, editable on existing invoices, with progress bars and per-schedule Pay buttons. * **Manual payments**: Record cash, check, or other offline payments with receipt and void emails. * **Refunds**: Issue full or partial refunds, including goodwill refunds that exceed the original amount. * **Disputes**: Stripe dispute events are captured automatically with a dedicated dashboard to review status, reason, and amount. * **Tips**: Apply tips to the final schedule or spread them across every schedule — with paid totals shown in green and a clear tip breakdown. * **Send and share**: Send invoices by email, share draft invoices via link before finalizing, and copy secure portal links tied to JWT tokens. * **Payment receipt PDFs**: Download a receipt for a completed payment schedule from the invoice in Cortado or from the customer portal. * **Alerts**: Email notifications when a quote is accepted and when a payment (card or ACH) is received. Manage invoices end to end. Collect and reconcile payments. ## Customer Portal The customer-facing side of Cortado — where your clients review quotes, sign, pay, and tip. * **Quote review and acceptance**: Customers compare quote revisions side-by-side and accept online. * **Invoice payment**: Pay via card or ACH directly in the portal, with a sidebar that navigates between multiple invoices for the same booking. * **Customizable tipping**: Choose which tip percentages appear, pick a default, allow or disable custom amounts, and write a personalized message for customers who choose not to tip. Enforced minimums are respected automatically. * **Terms & conditions**: Define multiple reorderable clauses shown in the portal footer as a modal. * **Booking confirmation**: Post-acceptance confirmation includes event duration and a personalized greeting. See what your customers see. ## Inquiry Forms Capture leads straight from your website with a form that matches your brand. * **Two embed modes**: A multi-step wizard or a single-page layout showing every field at once — each with its own embed code. * **Custom subdomain**: Host your form at `yourcompany.cortadopro.com` using your organization slug. * **Branded customization**: Configure services, add-ons, questions, and the order items appear in (drag and drop). * **Empty-step skipping**: Steps like Add-ons are hidden automatically when there's nothing to choose. * **Google Analytics 4**: Track submissions, step completions, and user interactions as GA4 events (supports G-, GT-, and AW- tag formats). * **Google Ads conversions**: Fire a conversion event on submission by adding your Google Ads conversion label — no code changes required. * **CC address**: Add a secondary email to receive every new inquiry notification. Set up your lead capture form. ## Reports Understand your business at a glance with reports that update in real time. * **Revenue intelligence dashboard**: KPI cards for Collected revenue, Outstanding balance, Total Pipeline, Average Invoice, and Close Rate, plus a monthly collected-vs-invoiced trend chart. * **Revenue by event type**: See which event types drive the most revenue, with counts for context. * **Lead conversion funnel**: Visualize how leads move from New through Accepted. * **Leads dashboard**: Total leads, close rate, average deal size with period-over-period comparisons, plus a stage breakdown chart. * **Sales tax report**: Taxable sales, total tax collected, and a breakdown by tax rate — with preset ranges like This Month, Last Quarter, or Last Year. * **Daily activity summary**: Every note and completed task from any given day, each linked to its parent record. * **Flexible date ranges**: Presets and custom ranges with optional comparison periods across every report. Dig into your numbers. ## Notifications Stay on top of what's happening across your organization — without living in the app. * **In-app notification center**: A bell in the header surfaces new inquiries, payment updates, event changes, and more. Mark read, archive, or jump straight to the item. * **Bulk actions**: Mark all as read or archive all in one click. * **Email summaries**: Daily, weekly, or monthly digests with configurable delivery time and day. * **Content filters**: Choose exactly what each digest includes — events, tasks, leads, or payments — and filter by stage (e.g., overdue tasks, upcoming events, pending payments). * **Extra recipients**: Add additional email addresses to any notification type so the right teammates stay in the loop. Configure who hears about what. ## Global Search Jump to any record from anywhere in the app. * **Keyboard shortcut**: Press `⌘K` on macOS or `Ctrl+K` on Windows to open search instantly. * **Unified results**: Search across contacts, leads, events, and invoices in one place, ranked by relevance with fuzzy matching. * **Keyboard navigation**: Arrow keys to move, Enter to open, Escape to close. * **What you can search**: contact names, emails, and phone numbers; lead contact names and event types; event contact names and dates; invoice numbers, titles, and contact names. ## Gibby Cortado's in-app assistant — a floating orb you can open from most pages. * **Search and act**: Look up contacts, leads, events, quotes, invoices, and workflows, and take the same actions your role already allows. * **Questionnaires**: Gibby can ask structured follow-up questions instead of guessing, and you can start with a two-step "Build a request" prompt. * **Keyboard shortcut**: Press `Cmd+I` on macOS or `Ctrl+I` on Windows to toggle the panel. Learn how to start a conversation and what Gibby can do. ## Integrations Connect Cortado to the tools you already use. * **Stripe**: Accept card and ACH payments, manage disputes, and reconcile refunds with full webhook-backed reliability. * **Gmail**: Send emails directly from Cortado and keep threads in sync with your leads and events. * **Google Calendar**: Choose which calendar to sync to, and events flow both ways automatically — including a manual sync button when you need it now. * **Slack**: Connect your workspace via OAuth and pick one or more channels (public or private) for new inquiry notifications. * **Google Analytics**: Track your inquiry form with GA4 and fire Google Ads conversions on submission. Connect payments and payouts. Send email from Cortado. Sync your schedule. Get inquiries in Slack. Track form performance. ## Tasks Keep work moving with tasks linked to the leads, events, bookings, and invoices they belong to. * **Kanban board**: Drag tasks between Not Started, In Progress, and Completed columns. * **Filters**: Narrow by assignee, priority, or due date. * **Parent context**: Every task card shows the name of the related lead, event, booking, or invoice so you always know the why. * **Dashboard view**: Your personal task list on the dashboard shows only tasks assigned to you. Run your day with tasks. ## Team & Roles Invite teammates and control who can do what. * **Built-in Admin role**: Every organization has a system-managed Admin role that grants full access. * **Custom roles**: Create additional roles with View or Manage access per area (leads, events, quotes, invoicing, payments, settings, and more). Manager, Event Staff, and Bookkeeper presets fill the matrix; locked pages tell teammates to ask an admin instead of failing silently. * **Multi-role invites**: Invite people by email and assign one or more roles with a multi-select dropdown. * **Scheduling**: Assign staff to events, track acceptance status, and manage shifts inline on the event page. Add and manage your team. ## Feedback Share what's working and what isn't — directly from inside Cortado. * **Submit feedback**: File suggestions, feature requests, or bug reports without leaving the app. * **Categories**: Tag each item as Bug, Feature Request, or General. * **Upvotes**: Support ideas from other teammates — popular items rise to the top. * **Edit and delete**: Manage your own submissions from the card menu. Help shape Cortado. ## Settings Configure Cortado to fit how you actually run your business. * **Organization**: Business info, brand assets, timezone, contact and inquiry CC email addresses. * **Catalog and services**: Items, add-ons, units, and inventory ratio percentages. * **Payments**: Default payment methods, quote templates, enforced tip percentages per event type, tip selector options, and terms & conditions clauses. * **Communications**: Gmail, calendar picker, system email customization, and notification rules — all in one hub reorganized into six clear domain groups. * **Forms**: Embed codes, field options, customization, GA4, and Google Ads conversions. * **Rejection reasons**: Configure your own list of lead rejection reasons. * **Disputes and webhooks**: Inspect Stripe disputes and webhook health from dedicated settings pages. Tailor Cortado to your business. ## Security & Reliability Cortado is built to protect your data and your customers. * **Multi-tenant isolation**: Every organization's data is fully scoped — no cross-org access. * **Role-based access control**: A built-in Admin role plus custom roles with per-area View/Manage permissions let you enforce least-privilege access across your team. * **Audit logging**: An activity feed records inquiries, quote updates, payments, event changes, and other key actions as they happen. * **Encryption in transit and at rest**: All traffic is encrypted, and data at rest is protected by the underlying managed database. * **Stripe PCI compliance**: Card data is handled by Stripe Checkout — Cortado never sees or stores raw card numbers. * **Idempotent payments**: Payments, refunds, and manual entries use idempotency keys to prevent duplicate charges if a request is retried. * **Resilient background jobs**: Payment processing, notifications, and calendar syncs use tiered retries and centralized error monitoring to recover from transient failures. **Want to see what's new?** The [changelog](/changelog/overview) has the full history of releases and improvements.