Introducing Flow from Creventa: turn every enquiry into an event

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Creventa Flow

Stop losing the bookings you have already won

Most venues do not have an enquiry problem. They have a follow up problem. Creventa Flow captures every event enquiry, moves it through your pipeline, handles proposals, quotes, deposits and payment schedules, and forecasts your revenue. Switch it on inside the platform you already use to run the event itself.

Every enquiryowned and actionedOne platformnothing re-keyedBuilt for venuesnot a generic CRM
Creventa Flow enquiry pipeline board showing event enquiries by stage with values and next actions

The reason bookings go elsewhere

The venue that replies first
wins the business

Enquiries arrive into a shared inbox, get logged in a spreadsheet, and are chased by whoever happens to be in that day. It is not carelessness. It is a process that worked at ten enquiries a month and quietly stopped working at fifty.

Enquiries answered late, twice, or not at allNo owner, no next action, no way to see what has gone cold.
Quotes rebuilt from scratch every timeProposals, packages and payment terms retyped into Word for each enquiry.
No view of the pipeline or what it is worthTargets in a spreadsheet, reviewed too late in the year to change the outcome.
A diary full on Saturdays and empty midweekNothing in the process that steers a customer towards a date you actually need to sell.
Handovers that lose the historySomeone is off, and the entire conversation is sitting in their personal inbox.
Detail rekeyed after the winThe booking is confirmed, then the guest detail starts again from a blank page.

01  Convert

Nothing sits in an inbox waiting for someone to notice

Every enquiry lands in one pipeline with an owner, a stage and a next action. Your team stops remembering and starts working a list.

  • Customisable names and number of stages from New, Contacted and Site Visit through Proposal Sent, Provisional and Confirmed
  • Branded proposals and quotes built from your own packages, inside the platform
  • Deposits and full payment schedules, with overdue and due soon tracked for you
  • Two way email sync with Office 365 or Google Workspace, so the thread lives on the enquiry
  • Tasks with due dates, milestone templates and automatic date clash checking

You don’t simply need more enquiries. You need to stop losing the ones you already have.

Enquiry / Vantage Group summer party
  • Enquiry receivedWebsite form · 09:12 · 310 guests, 28 JuneAcknowledgement sent automatically, owner assigned to Sarah.
  • ContactedSarah Whitfield · 09:41Called, talked through the Lawn and the Ballroom. Site visit booked.
  • Site visit14 Feb · logged against the enquiry
  • Proposal sentQuote v2 · £27,600 · valid 14 daysDeposit £5,520 due on acceptance, balance in two instalments.
  • Task due in 2 daysChase proposal · assigned to Sarah

02  Task management

Nothing gets forgotten, because nothing lives in someone’s head

Every enquiry carries its own tasks, with an owner and a due date. The next action is always visible, and overdue work is impossible to miss.

  • Tasks with due dates on every enquiry, assigned to a named owner
  • Milestone templates so each event type follows the same steps every time
  • Event timelines covering deposit due, menu selection, final numbers and balance
  • Overdue tasks surfaced on the dashboard rather than buried in an inbox
  • Shared notes and a full communication log, visible to whoever picks it up

Your team works a list, not a memory.

Flow / Tasks / This week
Chase proposal · Vantage Group summer partySarah Whitfield · overdue by 1 dayOverdue
Confirm final numbers · Meridian AGM dinnerTom Ellery · due tomorrowMilestone
Deposit due · Okafor weddingPriya Shah · due in 3 daysPayment
Send menu selection link · Ashby charity lunchSarah Whitfield · due in 5 daysTemplate step

Every task sits against its enquiry, so the history travels with it.

03  Proposals, contracting and invoicing

Quote, contract and invoice without leaving the platform

Branded proposals built from your own packages, contracts agreed, deposits taken and invoices raised, all against the same enquiry record.

  • Branded proposals and quotes built from your own packages and pricing
  • Quote versioning, so you can see what changed and when
  • Contracting and sign off kept against the enquiry, not in a separate folder
  • Deposits, instalment payment schedules and invoicing in one place
  • Overdue and due soon tracked for you, with payment status on the dashboard

One record from the first quote to the final invoice.

Enquiry / Vantage Group summer party / Money
Stage Amount Status
Quote v2 issued £27,600 Accepted
Contract signed Complete
Deposit invoice £5,520 Paid
Instalment 2 £11,040 Due 14 May
Final balance £11,040 Due 21 Jun

Payment schedule generated from the accepted quote, then tracked for you.

04  Yield

Sell the dates nobody asks for

Everyone wants the third Saturday in December. Creventa shows your team where the gaps actually are, so when a date is gone they can steer the customer to a quieter one instead of losing the enquiry.

  • Visual availability and occupancy across every space, so gaps are obvious at a glance
  • Date clash checking on every enquiry, with what else is already in the diary that day
  • The information to price by demand rather than charge one rate all year
  • Report by source, event type and manager, so you know which channels fill the quiet weeks

Busy twelve months of the year, not three.

Flow / Occupancy / November
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QuietFull11 sellable midweek dates

05  Forecast

Know where the year is heading, in time to change it

Set the target, then watch it happen. Revenue forecasting and year on year pacing, the tools a revenue manager expects and most independent venues have never had.

  • Forecast by event date or sale date, against budget
  • Conversion rate, loss rate and pipeline by status, live
  • Pace report: this year against last year, month by month, confirmed value and volume with the variance
  • Tentative and prospect business shown alongside confirmed, so you can see the upside
  • Conversion by source and by event type, so marketing spend follows the evidence

Stop finding out in January that December was soft.

Flow / Pace report / Confirmed value
Month This year Last year Variance Tentative
September £48,200 £41,600 +15.9% £12,400
October £61,750 £58,900 +4.8% £19,200
November £72,400 £69,100 +4.8% £24,850
December £96,300 £114,700 −16.0% £38,600
January £21,900 £19,400 +12.9% £7,300

December is pacing 16% behind. Seen in August, that is a problem you can still fix.

06  Continuity

Anyone can pick up any event, on any day

Every email, call and note recorded against the enquiry. When a colleague is on holiday, off sick, or handing an event over, the next person has the whole history rather than a forwarded thread.

  • Full communication log on every enquiry, visible to the team who need it
  • Shared notes, tasks and uploaded documents in one place
  • Repeat customers flagged as booked before, with their previous events attached
  • GDPR consent captured and recorded at the point of enquiry

Your customer should never have to explain their event twice.

Enquiry / Meridian AGM dinner / History
Booked before3 previous events since 2023 · £54,100 total value
  • Email from clientJames Reddick · 11:04Can we move the drinks reception to the Library?
  • Note addedPriya Shah · 11:20Library confirmed available. Flagged to ops.
  • Handed overPriya Shah to Tom Ellery · annual leaveFull thread and payment schedule visible to Tom.
  • Call loggedTom Ellery · 6 minConfirmed Library change, no price impact.

How it works

From first enquiry to confirmed booking, then straight into the event

Eight clear stages, then the same record carries on into event delivery. No export, no rekeying, no second system.

01NewCaptured with an owner and an automatic acknowledgement
02ContactedFirst response logged against the enquiry
03Site visitScheduled, with tasks and reminders
04Proposal sentBranded quote from your packages
05ProvisionalDeposit and payment schedule set
06ConfirmedThe booking is won
07InvoicingInvoice raised and payment tracked against the booking
08FeedbackGuest feedback collected automatically after the event
Same platformEvent deliveredPre-orders, allergens, seating, place cards, reports

The confirmed enquiry becomes the live event in the same platform. Nothing is re-entered.

One platform

Flow is not another system. It is a module you switch on

Creventa is one platform for hospitality events. Flow is the enquiry management module within it, exactly like every other module: same login, same data, same branding. Turn on what your venue needs and leave the rest.

The Creventa platform

This pageFlowEnquiries, proposals, payments, forecasting
Pre-ordersFood and drink choices, branded and automatic
AllergensFSA compliant, per named guest
SeatingDrag and drop plans and place cards
Ticketing and paymentsWhite label sales and deposits
FeedbackOne to one guest feedback, on the venue and on what they actually ate
One record per event, from the first enquiry to the last place card. No exports, no imports, no double entry.

Flow wins you the booking. Creventa delivers the event. Same platform, same data, no handover.

Tied into another platform? See Creventa Night Shift, our switching offer for venues moving on from Access Collins and DesignMyNight.

In detail

Everything you need to run an events sales team, and nothing you do not

Enquiry management

  • Central enquiry list
  • Visual pipeline board
  • Event type and source tracking
  • Assigned manager per enquiry
  • Multi space venues
  • Date clash and availability check
  • Repeat customer history
  • GDPR consent capture

Proposals and payments

  • Branded proposals and quotes
  • Quote versioning
  • Deposits
  • Invoicing
  • Instalment payment schedules
  • Overdue and due soon tracking
  • Document upload

Working the pipeline

  • Two way email sync, Office 365 and Google Workspace
  • Full communication log
  • Tasks with due dates
  • Event timelines and milestone templates
  • Shared notes

Reporting

  • Live dashboard
  • Conversion and loss rate
  • Revenue forecast by event or sale date
  • Forecast against budget
  • Year on year pace report
  • Conversion by source
  • Enquiries by event type

Who it is for

Hotels, wedding venues, events businesses and private dining rooms

Whether you are an independent, a small group or a chain.

Independent hotels and country housesOne team wearing every hat. Flow makes sure the enquiries get answered even on the busy weeks.
Hotel groups and chainsPipeline, forecast and pace across every property, in the platform your venues already run events on.
Wedding venuesFast, personal responses to couples, and a plan for filling the midweek and off season dates.
Events companies and caterersEvery enquiry, quote and deposit in one pipeline, with a clean handover into delivery.
Restaurants with private diningLarge party and private room enquiries handled properly, without a spreadsheet.
Stadiums and golf clubsHigh volume hospitality sales with the reporting a commercial team expects.

Proof

Venues already running events on Creventa

+251%wet spend uplift from drink pre-orders, reported by a Holiday Inn hotel
20%less food waste, reported by a global hotel chain
10+ hrssaved on every event

It literally does my job for me, and it does the client’s job for them too.

Natalie Connolly, Reservations and Events Manager, The Wolseley Hospitality Group

Creventa saves us days in planning and event execution. My team wouldn’t be without it.

Lauren Wilson, National Meetings and Events Manager, Malmaison and Hotel du Vin

The three figures above are platform results reported by Creventa customers.

HILTONIHGSODEXOLEONARDO HOTELSMALMAISONWOLSELEY

Before you book a demo

What venues ask us about Flow

Is Flow a separate product from Creventa?

No. Creventa is one platform and Flow is the enquiry management module inside it. Same login, same data, same branding. If you already use Creventa for pre-orders, allergens and seating, Flow simply adds the front half of the journey.

Does Flow replace our PMS or sales and catering system?

No. Creventa works alongside Opera, Delphi and RezLynx. Flow is for venues that want enquiries, proposals and quotes in the same place as event delivery, so a booking won in Flow starts the event with no rekeying.

We already have a process that works.

Most venues do, usually a shared inbox and a spreadsheet. The question is what the late replies and the untracked follow ups are costing you. Flow keeps the way you run events, without the manual admin.

How long does setup take?

Live and growing sales within days, not months. We bring across your packages, menus and settings, and onboarding and training are always included.

Will it work with our email?

Yes. Connect an Office 365 or Google Workspace mailbox and emails to and from each contact sync automatically against the enquiry.

What happens to our existing enquiries?

They come with you. Live enquiries, packages and pricing are migrated so you do not start day one with an empty pipeline.

Can we use Flow without the rest of the platform?

Tell us how your venue is set up today and we will talk you through the right combination of modules. Every venue runs events differently, so the answer depends on what you already have in place and what you want Creventa to take off your team.

See what your pipeline is actually worth

Twenty minutes with someone who has worked in venues. We will look at your enquiry process as it is today, and show you what Flow would change.

Part of the Creventa Platform. Creventa Flow is £99 + VAT per venue per month, added on top of your Creventa package. Launch pricing until 31 December 2026

Book a Demo