What part of my workflow does Cortado replace?

Cortado connects your inquiry form, lead pipeline, contacts, quotes, bookings, events, invoices, tasks, and team assignments. Instead of re-entering the same event details across several tools, your team works from one connected record.

How do customers review and pay?

Customers receive a branded portal where they can review and approve quotes, see invoices and payment schedules, and pay securely. Stripe powers card and ACH payments while Cortado keeps the event and payment history together.

Does Cortado charge transaction fees?

Cortado charges 0% platform transaction fees on client payments. Standard Stripe processing fees still apply.

How does Cortado track marketing attribution?

Cortado inquiry forms preserve UTM parameters, Google and Meta click IDs, referrer, and landing-page details with the lead. When Google Ads conversion tracking is configured, the embedded form fires the conversion from your host website.

What can the Cortado AI Assistant do?

The AI Assistant can search contacts, inquiries, bookings, and events, surface matching records, and propose inquiry or event stage changes for approval. AI access is currently available to selected accounts during the invite-only rollout.

Is there a free trial?

Approved waitlist applicants can start a 60-day trial. A payment method is required through Polar, and current subscription details are shared directly during onboarding.

The operating system for event businesses

From first inquiry to final payment.

Cortado connects your leads, quotes, events, customers, and cash flow in one clear system built for the way small event teams actually work.

Join the waitlist See the workflow

60-day trial
Full product access
0% platform fees
Invite only

Juniper Events

Monday, May 18

All systems clear

Good morning, Maya

Here is what needs attention.

+ New quote

Open leads: 18
Upcoming: 07
Outstanding: $6.2k

Active pipeline

Updated now

Atelier Patio Dinner

New inquiry

—

Maple & Main Wedding

Quote sent

$8,500

North Pier Team Day

Booked

$4,750

Seaside Rehearsal

Deposit paid

$12,500

Purpose-built for the people behind the event

Coffee carts Mobile bars Caterers Event planners

One connected workflow

The handoffs are where work gets lost.

Cortado keeps the customer, event, scope, money, and conversation connected as the work changes shape. Your team sees one story—not five tools that disagree.

01
Capture
A complete inquiry arrives
Branded forms collect the contact, event, guest, and service details you need.
02
Qualify
The lead has context
Pipeline, contact history, notes, tasks, and communication stay connected.
03
Quote
Pricing becomes a proposal
Build from your services, terms, taxes, discounts, and payment schedule.
04
Deliver
The booking becomes a plan
Coordinate events, calendars, assigned team members, tasks, and the details behind delivery.
05
Collect
Cash flow stays visible
Send invoices, collect scheduled payments, and track what is paid or due.

The product, in four jobs

Everything you need to win the event and deliver it well.

Cortado is CRM in service of event operations—not a generic database with an event label added later.

Inquiry + CRM

Capture the whole opportunity, not just an email address.

Cortado turns each inquiry into an event-aware lead with the people, company, dates, guest count, service interest, notes, and next actions already attached.

Embeddable inquiry forms
Lead pipeline and contact history
Click ID and UTM attribution

Quotes + customer portal

Move from “What would this cost?” to a confident yes.

Build professional quotes from the way you actually sell, then give the customer one branded place to review the details, accept, and keep moving.

Service catalog and quote templates
Flexible taxes, discounts, and terms
Branded quote review and acceptance

Events + operations

Turn the sale into a plan your team can deliver.

Booking context carries into the event schedule, so dates, assignments, tasks, and customer details do not disappear after the proposal is signed.

Unified calendar for leads, events, and tasks
Event-level team assignments
Operational details in one record

Invoices + payments

Know what is due, what is paid, and what happens next.

Create payment schedules, collect securely through Stripe, record manual payments, and follow the financial story from deposit through final balance.

Card and ACH payment paths
Deposits and payment schedules
Tips, refunds, and dispute monitoring

The business case

Protect the margin behind every event.

Cortado earns its place by helping you collect revenue, understand what created the lead, and move work forward without another layer of admin.

Payments without a platform tax

Your software should not take more as you grow.

Collect client payments through your connected Stripe account without Cortado adding a percentage fee. Standard Stripe processing fees still apply.

Cortado platform transaction fees

Attribution that reaches the CRM

Follow the inquiry back to the click.

Cortado forms preserve UTM parameters, Google and Meta click IDs, referrer, and landing-page details. Configured Google Ads conversions fire from your host website, where the original attribution lives.

Click → lead

Source data stays with the inquiry

AI grounded in your records

Ask the business. Then approve the action.

The Cortado AI Assistant can find contacts, inquiries, bookings, and events, surface the right records, and propose stage changes for your approval.

Selected accounts

Limited rollout during invite-only onboarding

Your business, out front

A customer experience as polished as the event you deliver.

Your customers should not need to search an email thread to understand the proposal, payment plan, or next step. Cortado gives them one branded place to move the event forward.

Review and accept proposals
See invoices and payment schedules
Pay securely without account friction

Juniper Events

Client proposal

Ready to review

Prepared for Avery Morgan

Fall company celebration

Date

Sep 24, 2026

Guests

120

Service

Espresso bar

Total

$3,225.85

Event overview

Services and pricing+

Payment schedule+

Terms and conditions+

50% deposit due on acceptance

Accept proposal

Built for your business model

Different services. The same operational spine.

If your work starts with an inquiry, becomes a custom scope, happens on a date, and gets paid in stages, Cortado is built around your reality.

Coffee carts

Manage inquiries, service packages, event-level team assignments, packing calculations, quotes, invoices, and payments.

Mobile bars

Track leads and event details, build service line items, assign team members, send quotes, collect deposits, and manage invoices.

Caterers

Keep catering inquiries, menu and service line items, event details, tasks, payment schedules, invoices, and client payments connected.

Event planners

Manage multiple leads and events, proposals, payment schedules, assigned team members, tasks, customer approvals, and payments.

Invite-only rollout

Pricing stays private while access is limited.

We share current subscription details directly with approved applicants during onboarding.

Invite only

Pricing is shared with approved applicants.

Join the waitlist and we will contact you when a spot opens.

Join the waitlist

Questions, answered

A clearer way to run the work.

Have a question about fit or your workflow? Email us at contact@cortado.pro.

Cortado is built for small event businesses that manage a lead-to-event workflow: coffee carts, mobile bars, caterers, event planners, and adjacent service teams. It is designed around events, proposals, schedules, and customer payments rather than a generic sales pipeline.

Invite-only access

Put the whole event business in one place.

Join the waitlist and tell us about your business. We will contact you when a spot opens; no selection timeframe is promised.

60-day trial if approved Payment method required