Follow Elena, a wedding planner managing 8 active projects. See how every module connects in a real workday.
Coffee in hand, open the dashboard
8 active projects. Revenue YTD: €47K. 3 tasks overdue.
InternalMenu Preferences survey: 12 responses overnight. Export PDF for caterer meeting.
ClientRespond to overnight client activity
Maria uploaded her signed venue contract at 11 PM. One click: Approved ✓
ClientWedding Décor board: 3 of 4 items decided. Send a reminder for the last one.
ClientDeep work on two upcoming events
Add catering quote (€3,200). Leave a contextual comment: "VAT invoice pending — follow up Monday."
InternalCross-project view: 4 overdue across all events. Bulk-assign "Confirm guest count" to Sofia for 3 projects at once.
TeamAfter lunch — vendor coordination
Pick "Main Hall - 200 pax" from library → share to OPAP project → request client's table preferences back.
Client3 florist quotes side by side. Select cheapest, auto-populate budget item.
InternalA lead just confirmed — set them up in 2 minutes
Pick "Corporate Gala" template → clone. Tasks, budget categories, checklist all pre-built. Just change dates.
InternalSend invite to hr@techcorp.com. Client accepts → sees their event page with RSVP form + countdown.
ClientCheck what clients have completed today
"1 Month Before" checklist: client confirmed guest count ✓, transferred deposit ✓. Two down, four to go.
ClientSofia completed 3 tasks today. Activity feed shows all updates across projects.
TeamWrap up and plan tomorrow
Tomorrow: venue walkthrough at 10 AM, client tasting at 2 PM. Both events on the drag calendar.
InternalExport branded PDF report for TechCorp client meeting. Budget, timeline, pending decisions — one click.
ClientEvery interaction — internal planning, client collaboration, team coordination — happened in one platform.