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For planners, venues, and hospitality teams

Every event, perfectly orchestrated.

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

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1Team calendar1Team calendar2Relationship timeline2Relationship timeline3Email in context3Email in context

FOR EVENT PLANNERS, VENUES, CATERERS, AND HOSPITALITY OPERATORS

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.

OLD WAY, NEW WAY

What changes for event teams.

Vendor coordination chaosLinked vendor timelines
Client communication overloadSynced email threads
Timeline tracking stressVisual event calendar
Budget management gapsLinked cost tracking

PLAN WITH FEWER SURPRISES

Keep clients, vendors, timelines, and budget details connected.

Event work is a choreography of preferences, dates, deposits, vendors, files, and approvals. Coherence keeps those details around the event record.

Event calendarAll events and milestones in one view.
Vendor contactsKeep key relationships organized.
Client communicationEvery conversation linked to events.
Event notesMeeting summaries and key details.

EVENT OPERATIONS

Great events depend on invisible coordination

Event teams manage shifting guest counts, vendor dependencies, client preferences, deadlines, and payments. Coherence keeps the moving parts tied to the event record.

Client preferences do not get lostKeep notes, emails, files, decisions, and approvals connected to the event.
Vendor handoffs become trackableTrack contracts, dates, assignments, contacts, and open requests by vendor.
Timelines stay visible as details changeCoordinate milestones, day-of schedules, reminders, and dependencies in one view.

WORKFLOW

From inquiry to event-day execution

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

1Capture the inquiryLog the client, event type, date, venue, budget, and first notes.
2Build the planCreate vendors, milestones, tasks, files, and approval checkpoints.
3Coordinate the detailsTrack timeline changes, guest count, preferences, and vendor communication.
4Close and follow upWrap the event, log notes, send follow-up, and prepare repeat business.

EVENT ROLES

Make invisible coordination visible

PLANNERSClient preferences and open details are buried in notes and threads.See the full event plan, decisions, and next steps in one place.
VENDOR MANAGERSAssignments, contracts, and deadlines shift constantly.Track each vendor's work and communication against the event.
VENUE TEAMSDay-of coordination needs fast access to current details.Keep timelines, files, guests, and responsibilities visible.

STARTER WORKSPACE

Start with the Events Starter.

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

EventsTrack date, venue, budget, status, milestones, and day-of details.
ClientsKeep preferences, communication, stakeholders, and history connected.
VendorsManage contacts, contracts, assignments, and open requests.
TimelinesCoordinate milestones, reminders, dependencies, and event-day plans.
BudgetsConnect estimates, invoices, deposits, and cost updates to the event.
ALWAYS-ON INTELLIGENCENash keeps the event checklist movingNash can review upcoming events, surface missing details, prepare vendor follow-ups, and brief the team before key milestones.Meet Nash
Upcoming event readinessVendor follow-up draftsClient preference summariesPost-event follow-up

RESOURCES

Resources for event teams

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

PRODUCTCRM for Event Planners: Track Clients, Vendors, and BookingsLearn 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.
GUIDESHow 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.
FOR TEAMSHow to Create an Effective Client Follow-Up SystemNever lose a deal to poor follow-up again. Learn how to build a systematic follow-up process with templates, timing, automation, and CRM integration.
GUIDESWhat Is Workflow Automation? A Beginner's Guide for Small TeamsWorkflow 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.

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