Purpose-built for UK hospitality

Stop losing enquiries.
Start filling your diary.

CreventaFlow is the enquiry management system built by hospitality people, for hospitality people. From first enquiry to final payment — one platform, zero spreadsheets.

8
Pipeline Statuses
13
Built-In Reports
40+
Features
100%
UK & GDPR Ready

10 reasons venues are
making the switch

Every venue has the same problems. Scattered enquiries, forgotten follow-ups, proposals cobbled together in Word, and payments chased on sticky notes. Here’s how CreventaFlow changes everything.

01
Old way

Enquiries arrive by email, phone, Instagram DM and walk-in — scattered across inboxes and notebooks. Things slip through the cracks. You find out a lead went cold three weeks ago.

With CreventaFlow
Every enquiry in one pipeline, from every source

Web forms, emails, phone calls and walk-ins all land in a single, status-tracked pipeline. Nothing gets lost. Automated alerts flag enquiries that haven’t been touched.

02
Old way

Building proposals in Word or PDF, manually updating prices, copy-pasting venue descriptions, and emailing attachments back and forth with no idea if the client even opened it.

With CreventaFlow
Branded proposals that clients sign online

Build beautiful, venue-branded proposals from templates in minutes. Clients view, accept and e-sign through a secure portal — and you’ll know the moment they open it.

03
Old way

Chasing deposits on spreadsheets. Sending payment reminders from your personal email. Not knowing what’s been paid, what’s overdue, or what’s due next week until you manually check.

With CreventaFlow
Automated payment schedules that chase themselves

Define your payment milestones once. Clients pay online through a branded portal. Reminders go out automatically. You see every outstanding penny on one screen, colour-coded by urgency.

04
Old way

No real visibility of your pipeline. The GM asks “how’s next summer looking?” and you spend half a day pulling numbers from emails, diaries and spreadsheets to cobble together an answer.

With CreventaFlow
Real-time dashboard and pace reports you can trust

Live KPIs, a forward-looking pace report comparing this year to last, budget vs actual by event type, and 13 standard reports — all exportable, all schedulable. The answer is always one click away.

05
Old way

Someone calls about a Saturday in June while you’re on another line. You say “I think we’re free” then discover later you’d already pencilled in a wedding. Awkward callback follows.

With CreventaFlow
Live availability at your fingertips — while you’re on the phone

Select a date and instantly see every booking, hold and tentative enquiry across your spaces. The event diary shows covers, timing, style and status on hover. No double-bookings, no embarrassment.

06
Old way

Clients email asking “can you resend the proposal?” or “what’s my next payment?” and you spend 10 minutes digging through folders. They feel forgotten. You feel disorganised.

With CreventaFlow
A branded client portal that makes you look world-class

Your clients get their own secure portal — proposals, payments, menus, documents, messaging — all in your brand. They help themselves. You look polished and professional.

07
Old way

Searching Outlook for “that email from the bride about the dietary requirements” across three team members’ inboxes. Nobody’s sure who last spoke to the client or what was said.

With CreventaFlow
Every email, note and update on one timeline per event

Gmail and Outlook sync directly into CreventaFlow. Every email, internal note, proposal update and payment is threaded on one timeline per enquiry. Anyone on the team can pick up exactly where you left off.

08
Old way

Your breakfast supervisor calls you on your day off asking “what’s on tomorrow?” The night porter doesn’t know there’s a conference setup needed at 6am. Information lives in your head.

With CreventaFlow
An operations view that front-of-house staff actually use

A clean Yesterday / Today / Tomorrow display showing event names, times, spaces, covers and setup needs — nothing else. Purpose-built for the team that needs to know what’s happening, not what it costs.

09
Old way

Your wedding fair generates 60 leads on a clipboard. Half the names are illegible. The list sits in a drawer for two weeks. By the time you follow up, they’ve booked somewhere else.

With CreventaFlow
Wedding fairs and open days that actually convert

Register attendees on the spot or import a CSV. Convert to enquiries in one click. Track who’s been contacted and who hasn’t. See your wedding fair ROI in the reports — including leads that never converted.

10
Old way

US-built software that doesn’t understand VAT, thinks dates are month-first, prices in dollars, and stores your guests’ data on servers in Virginia. You’re still not sure if you’re GDPR compliant.

With CreventaFlow
Built in the UK, for the UK — VAT, GDPR, the lot

Pounds, pence and proper VAT handling. UK date formats. Data hosted in UK data centres. Full GDPR compliance with consent management, data export and right-to-deletion baked in. No compromises.

40 features. One platform.

Everything a hospitality venue needs to manage enquiries, convert bookings, collect payments and understand performance — without switching between six different tools.

Across 6 categories

📋
Enquiry Management
8 FEATURES

8-status enquiry pipeline — from New and Tentative through to Confirmed, Completed and Archived, with enforced transition rules
Stats bar & status tabs — KPI cards above Xero-style tabs (New, Proposals, Provisional, Confirmed, Lost) with live count badges
Same-date availability sidebar — select a date and instantly see all other bookings, holds and tentative enquiries across your spaces
Multi-event support — one enquiry, multiple sub-events. Perfect for weddings: ceremony, breakfast, evening reception, next-day brunch
Provisional hold management — configurable hold periods with automatic expiry warnings, client reminders and release options
Lead source tracking — capture where every enquiry comes from (web, email, phone, referral, venue event) with UTM parameter support
Appointments module — schedule menu tastings, site visits and planning meetings, linked to enquiries and visible on your diary
Venue Events — run wedding fairs and open days with attendee registration, one-click enquiry conversion and ROI tracking

💷
Proposals, Payments & Contracts
8 FEATURES

Branded proposal builder — your logo, your colours, your photos. Itemised or package pricing with real-time VAT calculations
Electronic signatures — clients accept proposals and T&Cs online. You get a timestamped, legally binding signed PDF instantly
Proposal versioning — v1, v2, v3 with full comparison. Clients always see the latest. Previous versions permanently retained
Automated payment schedules — define milestones by event type. Reminders sent automatically before and after due dates
Online payment collection — clients pay via a secure hosted page. Card, bank transfer, cheque and cash all tracked in one place
Invoicing — proforma, final and credit note invoices generated automatically with sequential numbering and your branding
Dual progress bars — every event card shows planning progress and payment progress at a glance, with green/amber/red status
T&Cs version control — multiple documents, version-tracked. Signed proposals permanently link to the T&Cs at time of signing

📅
Event Diary & Spaces
7 FEATURES

Visual event diary — day, week, month and list views with colour-coded blocks for confirmed, provisional, tentative, appointments and more
Hover popovers — hover over any event to instantly see covers, timing, event style, status, space and manager without clicking
Drag-and-drop rescheduling — move events between spaces or dates with automatic conflict detection and confirmation prompts
Operations view — a Yesterday / Today / Tomorrow display for front-of-house: event names, times, spaces, covers. No financials, no clutter
Space configuration — capacities by setup style, hire costs, turnaround buffers, space combinations with merged capacity and independent pricing
Conflict detection — real-time checks against bookings, holds, appointments, venue events, blocked dates and turnaround times
Printable briefing sheets — venue-branded daily and weekly event briefings for front-of-house and kitchen teams

💬
Communications & Client Portal
7 FEATURES

Gmail & Outlook integration — bidirectional email sync via Nylas. Send from CreventaFlow, replies arrive here too. Full threading per enquiry
Email templates with merge fields — branded templates that auto-populate client name, event details, payment links and more
Unified communications timeline — emails, internal notes, system events and proposal activity on one scrollable thread per event
Internal team messaging — @mentions on enquiries, team channels and direct messages with real-time delivery via SignalR
Branded client portal — secure, token-based access where clients view proposals, make payments, select menus, upload documents and message you
Calendar sync — confirmed events, provisional holds, appointments and venue events synced to Google Calendar and Outlook
Website enquiry form — embed a branded form on your site with GDPR consent, reCAPTCHA and UTM tracking. Leads flow straight in

📊
Dashboard & Reporting
6 FEATURES

Real-time dashboard — six live KPI cards including Sales Delivered (events held) and Sales Created (bookings made), pipeline widget, payments, activity feed
Pace report — 12-month forward view of pipeline vs same point last year vs budget. The report venue directors ask for first
Budget & pace by event type — booking count, revenue, average selling price and covers by type. Answers: “Are we taking the right business?”
Day/month availability grid — heatmap showing bookings by day of week and month. Reveals patterns like “Fridays in Q3 are consistently empty”
13 standard reports — pipeline, revenue, conversion, lead source, space utilisation, event type, team performance, forecast, lost enquiry, payments and more
Scheduled report delivery — any report auto-generated and emailed daily, weekly or monthly. Export to CSV, Excel or PDF

⚙️
Platform & Security
4 FEATURES

8 user roles — from Group Admin to Operations (front-of-house only) and Read Only. Every screen and endpoint enforces permissions
Multi-venue groups — manage multiple properties from one account. Aggregated dashboards, per-venue reporting, enquiry transfer between venues
Task management — checklists auto-generated on status changes. “Arrange tasting”, “Chase deposit”, “Confirm numbers” — all with due dates and alerts
Global search & notifications — find any enquiry in under 300ms. 20+ configurable notification triggers with in-app and email delivery

See CreventaFlow
in your venue

Book a 30-minute demo and we’ll show you exactly how CreventaFlow handles your enquiries, proposals and payments — using your real spaces and event types.

No commitment. No credit card. Just a conversation.

Book a Demo