Run your whole event business without the spreadsheet chaos.
Clientlify is set up around your workflow, not a generic template: your intake form, your pipeline stages, your business. Capture leads, send quotes, collect deposits, and book the event, from first inquiry to post-event follow-up, without duct-taping five tools together.
See your whole operation at a glance
From the moment an inquiry lands to the thank-you email after the last plate is cleared.
Lead capture form
Your intake form, built to your fields, not a generic template. Every inquiry becomes a tracked lead automatically, or add them by hand in seconds.
Status pipeline
Pipeline stages built around your process. A single glance tells you where every lead stands and what to do next.
Quotes & deposits
Send branded quotes, collect deposits, and process final invoices with built-in Square payments.
Events & calendar
Approved bookings become full events with their own detail page, synced straight to Google Calendar.
Revenue tracking
Projected vs. actuals, plus per-event food, labor, and misc cost tracking so you always know your margin.
Automated follow-ups
Post-event follow-up emails go out automatically after each event to collect reviews, with templates you control end to end.
Know exactly where every lead stands
Every lead moves through stages built around your process, so nothing slips through the cracks and you always know what to do next.
Inquiry lands and a tracked lead is created automatically.
Build and send a branded, itemized quote in minutes.
Client says yes and the deposit is collected on the spot.
Booking goes live and your calendar updates automatically.
Stop guessing your margins
See pipeline value from your quotes, then track what's actually been paid. Break down food, labor, and misc costs on every event so you know your true margin, not just your top line.