Events

For planners, venues, and hospitality teams

Every event, perfectly orchestrated.

Connect clients, vendors, and event details in one workspace. No more coordination nightmares.

Connect clients, vendors, timelines, budgets, tasks, and event-day details.

Keep every promise, preference, approval, and dependency close to the event.

Give planners and coordinators one place to see what still needs attention.

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Event operations

From inquiry to event-day execution

Give every event a shared home for client details, vendor work, timelines, budgets, and day-of follow-up.

Event execution flow

Event inquiry

Smith Wedding

180 guests, venue, vendors, and budget

Planning
1

Capture the inquiry

Log the client, event type, date, venue, budget, and first notes.

2

Build the plan

Create vendors, milestones, tasks, files, and approval checkpoints.

3

Coordinate the details

Track timeline changes, guest count, preferences, and vendor communication.

Close and follow up

Wrap the event, log notes, send follow-up, and prepare repeat business.

Event details

3 linked
Menu tastingBooked
Floor planDraft
Vendor arrival4 owners

Day-of owners

1Planner
2Venue
3Caterer
Timeline syncedClient recap ready

Event details move from inquiry into vendor ownership, timeline changes, client approvals, and the day-of brief.

Workflow

From inquiry to event-day execution

Keep the client experience polished while the operational details move in the background.

  1. 1

    Capture the inquiry

    Log the client, event type, date, venue, budget, and first notes.

  2. 2

    Build the plan

    Create vendors, milestones, tasks, files, and approval checkpoints.

  3. 3

    Coordinate the details

    Track timeline changes, guest count, preferences, and vendor communication.

  4. 4

    Close and follow up

    Wrap the event, log notes, send follow-up, and prepare repeat business.

Event roles

Make invisible coordination visible

01

For Planners

See the full event plan, decisions, and next steps in one place.

Client preferences and open details are buried in notes and threads.

02

For Vendor managers

Track each vendor's work and communication against the event.

Assignments, contracts, and deadlines shift constantly.

03

For Venue teams

Keep timelines, files, guests, and responsibilities visible.

Day-of coordination needs fast access to current details.

Starter workspace

Start with the Events Starter.

Start with a planning workspace for events, clients, vendors, timelines, and budget control.

Events

Track date, venue, budget, status, milestones, and day-of details.

Clients

Keep preferences, communication, stakeholders, and history connected.

Vendors

Manage contacts, contracts, assignments, and open requests.

Timelines

Coordinate milestones, reminders, dependencies, and event-day plans.

Budgets

Connect estimates, invoices, deposits, and cost updates to the event.

Resources

Resources for event teams

Helpful articles for event CRM, calendar sync, follow-up, and workflow automation.

Product

Product

CRM for Event Planners: Track Clients, Vendors, and Bookings

Learn how CRM helps event planners manage vendor databases, client communication, bookings, and budgets. Includes setup tips and features to look for in an event CRM.

9 min read

Guides

Guides

How to Sync Your Email and Calendar with Your CRM (Step-by-Step)

Learn how to connect Gmail or Outlook with your CRM for automatic email logging, calendar sync, and unified communication tracking. Complete setup guide included.

10 min read

For Teams

For Teams

How to Create an Effective Client Follow-Up System

Never lose a deal to poor follow-up again. Learn how to build a systematic follow-up process with templates, timing, automation, and CRM integration.

9 min read

Guides

Guides

What Is Workflow Automation? A Beginner's Guide for Small Teams

Workflow automation uses software to execute tasks automatically based on triggers and rules. Learn how it works, where to start, and how small teams can benefit.

9 min read

Always-on intelligence

Nash keeps the event checklist moving

Nash can review upcoming events, surface missing details, prepare vendor follow-ups, and brief the team before key milestones.

Meet Nash

Upcoming event readiness

Vendor follow-up drafts

Client preference summaries

Post-event follow-up

Ready to build your event operating layer?

Start for free. Bring one workflow into Coherence, then connect the rest around it.

Start for Free
Explore Platform

No credit card required.