Curate

What is Curate?

Curate is an event management platform designed to connect sales, planning, production, client communication, payments, and event-day operations in one central system. It is built for businesses such as caterers, venues, florists, event teams, and rental operations that need to move efficiently from the first inquiry to a completed event. Instead of managing client information, proposals, contracts, calendars, recipes, purchasing, staffing, and payments in separate tools, Curate brings these workflows together and helps your team keep important event details organized.

The platform includes a centralized CRM for contacts, leads, and inquiries. Custom inquiry forms can capture customer information and convert submissions directly into events. From there, your team can create visual proposals with event details, products, menus, images, pricing, and recipe-based calculations. Proposals can be shared through an interactive customer portal where clients can review information, sign contracts electronically, make secure payments, and leave comments. Automated workflows can support follow-ups, contract reminders, proposal stages, and payment reminders, reducing repetitive administrative work.

Highlights and important features

• Event and calendar management: Organize events in a centralized calendar, track pipeline stages, manage timelines, and synchronize events with Google Calendar.
• CRM and inquiry management: Maintain contacts and vendors, import customer data, create web inquiry forms, and turn new inquiries into active events.
• Proposal and contract workflows: Build branded proposals, reuse templates, create contracts, collect electronic signatures, and keep client communication in one portal.
• Payments and invoicing: Accept card and ACH payments through Stripe, define flexible payment schedules, send reminders, issue receipts, and connect financial data with QuickBooks Online.
• Recipes, menus, and costing: Create recipe-based products, calculate costs, apply markup profiles, suggest selling prices, and scale quantities according to event requirements.
• Purchasing and production: Generate shopping lists across events, create purchase orders, prepare recipe sheets, component lists, production notes, staffing schedules, and other event prints.
• Rental and resource management: Track rental quantities and date-based availability, receive overbooking warnings, schedule staff roles and shifts, and manage room usage where the respective modules are enabled.
• Reporting and analytics: Analyze revenue, payments, balances, taxable totals, profitability, rentals, accounts receivable, and line items using standard and custom reports.
• Automation and AI: Use workflow automation for repetitive steps and an integrated AI assistant for proposal work, email drafting, orders, and questions about business data.
• Integrations and scalability: Connect Curate with tools such as QuickBooks Online, Google Calendar, Stripe, Nowsta, StaffMate, and Galley. Multi-location capabilities and API access are available for more complex operations.

Why businesses choose Curate

Curate is particularly useful when sales and operations need to work from the same event data. Changes to proposals, timelines, recipes, staffing, or payments can be coordinated without repeatedly transferring information between disconnected spreadsheets and applications. This creates a clearer workflow for your team and a more consistent experience for your clients.

Because Curate is web-based and supports multiple users, teams can access the system from different locations and collaborate around the same event process. Businesses can start with core event management capabilities and expand with additional modules as their requirements grow. If your organization wants to standardize event workflows, improve proposal quality, manage profitability more closely, and connect front-office and operational processes, Curate offers a focused platform for managing the complete event lifecycle.