Discover the powerful tools and capabilities that make Curate the leading event management platform
Events / Events Calendar
Manage all your events in one centralized calendar with color-coded stages, Google Calendar integration, and bulk event updates. Click directly from calendar to workroom for seamless workflow. Set proposal expiration dates and track event status changes throughout your pipeline.
Proposal Builder
Create stunning, visual proposals with drag-and-drop sections, image galleries, and customizable cover pages. Import products directly from your catalog, add recipe-based pricing with automatic markup calculations, and share proposals as interactive customer portals with or without pricing. Generate professional PDFs with event name, date, and page numbers.
Customer Portal
Share a branded, interactive portal where clients can review proposals, sign contracts electronically with countersignature support, make secure payments, and leave comments. Portal includes customizable event names, expiration dates, and the ability to restrict payments until contracts are signed.
Payments Platform
Accept credit card and ACH payments directly through Curate with Stripe integration. Create flexible payment schedules with percentage-based, custom, or divided amounts. Automatically send payment reminders, display platform fees in payment history, and pre-load customer email addresses when sending receipts.
Contracts & Signatures
Create professional contracts using rich text formatting and personalization tokens that auto-populate client data. Clients can electronically sign contracts directly in the portal, with built-in countersignature capability for your team. Add contracts to the checkout experience to streamline the booking process.
AI Assistant
Transform emails and documents into structured events with AI-powered data extraction. The AI Import Tool automatically parses event details, dates, client information, and requirements from inquiry emails or forwarded messages. Import events with pre-populated contact records, parse timezones automatically, and select template events to duplicate, dramatically reducing manual data entry.
Automations & Workflows
Streamline repetitive tasks with automated workflows triggered by event stage changes. Automatically send emails when proposals are marked as sent or booked, schedule payment reminders based on due dates, prompt clients to sign contracts, and remove expiration dates when events reach specific stages. Email automation supports custom templates and can target project customers or specific recipients.
Contacts, Lead & Inquiry Management
Manage all customer and vendor relationships in one centralized CRM with email uniqueness validation to prevent duplicates. Add contacts during event creation, bulk import existing databases, and export contact lists anytime. Create custom inquiry forms with multi-select questions, address fields, and automatic contact creation upon submission. Forms can auto-send email templates and convert directly to events.
Product Catalog & Recipes
Build a comprehensive catalog with products, components, rentals, and staffing roles. Create recipe-based products with automatic cost calculations and suggested pricing using markup profiles. Import the Mayesh Floral Library for instant access to hundreds of flowers, bulk upload via CSV templates, and track rental inventory with date-based availability to prevent overbooking.
Gameplan & Shopping List
Generate comprehensive shopping lists across multiple events with automatic component aggregation, unit conversions, and cost breakdowns by category. Create and email purchase orders to vendors with photos, quantities, and fulfillment dates. Add or remove events from shopping lists and export for easy procurement management.
Event Prints & BEOs
Generate professional event documents including recipe sheets, component lists, shopping lists, and staffing schedules. Prints include automatic headers with event name and date, production notes, ingredient breakdowns with recipe costs, and component totals by category. Export as PDFs or print directly for day-of execution.
Standard & Custom Reports
Track business performance with customizable event reports showing revenue, payments, balances, and taxable totals. Filter by relative dates, event stages, categories, and archived status. Export reports as CSV with clickable links back to events. Additional specialized reports available for rentals, accounts receivable, and line item analysis.
Integrations
Connect Curate with your existing business tools including QuickBooks Online for financial sync with account codes and completed event data, Google Calendar for two-way event synchronization with shared calendar support, Stripe for payment processing, Galley for recipe management, and Nowsta for staffing coordination. Import the Mayesh Floral Library for instant access to hundreds of professional flower catalog items with industry-standard names and pricing.
Rental Management
Track rental inventory with precise quantity management and date-based availability checking to prevent overbooking. Set total available quantities per item, configure multi-day bookings with Date In/Date Out fields, and receive visual warnings when rental quantities exceed available inventory during overlapping event dates. Rental items integrate seamlessly with proposals and display with special visual indicators in the recipe builder.
Staff Management
Manage event staffing with role-based scheduling that tracks both labor costs and client billing. Create staff roles with separate pay rates (your cost) and bill rates (client charge), add shifts with start/end times and quantities, and automatically calculate subtotals with optional markup profiles. Staff schedules appear in event prints and a dedicated Staffing page in the workroom for complete crew visibility.
Timeline Management
Organize events with customizable timelines featuring multiple date containers for setup, event day, breakdown, and custom milestones. Create both client-facing and internal private timelines, use dynamic dates in templates that auto-populate relative to event dates, and display timeline information in proposals and event prints. Default dates automatically populate from event details to streamline project setup.
Multi-Location Management
Manage multiple business locations or branches with location-specific settings, separate Stripe payment integrations per branch, and the ability to define projects by location. Organize teams, catalogs, and workflows across different offices or service areas while maintaining centralized reporting and consistent branding.
Custom Fields & Properties
Extend Curate's data model with custom properties tailored to your business needs. Create custom fields for events, contacts, products, and other records, then use them in inquiry forms, reports, and filters. Reorder custom properties to match your workflow, connect inquiry form submissions to custom fields, and track industry-specific data points unique to your business.
Media Library
Store and manage all your images in a centralized media library accessible across proposals, products, and marketing materials. Upload photos via drag-and-drop, organize images for reuse, create visual moodboards and image galleries, and maintain a professional asset repository. Images sync across catalog items, proposal covers, and client-facing portals for consistent branding.
Event Templates
Save complete event configurations as templates including event details, calendar colors, descriptions with personalization tokens, and production notes. Set a default template to automatically pre-populate new events with your standard setup, ensuring consistency across your team and saving time on every new inquiry.
Order Templates
Create reusable order templates with multiple sections, catalog products, images, and rich descriptions. Build common packages once and apply them to new events with a single click. Drag-and-drop section reordering and catalog integration eliminate repetitive setup for frequently ordered items.
Contract Templates
Build professional contract templates with rich text formatting and personalization tokens that automatically insert client names, event dates, and other details. Apply contract templates with one click to any proposal and share them as templates across your organization for legal consistency.
Payment Schedule Templates
Simplify payment setup with templates supporting three calculation methods: percentage-based splits, custom dollar amounts, or automatic equal division. Configure due dates relative to the event date or template creation date, and automatically validate that payment schedules match total amounts due.
Email Templates
Create branded email templates with rich text formatting, image uploads, and personalization tokens in both subject lines and body content. Templates can auto-send when inquiry forms are submitted, be applied when sharing proposals or purchase orders, and include clickable links that look like professional emails. Share email templates across your organization for consistent client communication.