Grand Palazzo CRM

Immediate Follow-ups

Upcoming Tours

Recent Leads

Next Events

Lead Pipeline

Drag leads between stages to update status.

Tour Tracking

0% conversion

Add Tour Record

Venue Packages

Pricing feeds proposals, contracts, and payment schedules.

Add Package

Customer Profiles

Profile Timeline

Select a contact to view lead history, events, payments, follow-ups, calls, and notes.

Unified Inbox

Add Message

Proposal Builder

Create Proposal

Lead Event Template Title Package Package Price Included Services Upgrades Upgrades Total Discount Deposit Required Status Terms

Contracts

Accepted proposals create contract drafts automatically.

Leads

Name	Phone	Event Type	Date	Guests	Status	Source	Created

Add Lead

Name Phone Email Event Type Event Date Guests Status Source Notes

Payment Tracking

Event	Date	Total	Deposit	Balance	Method	Status	Action

Booked Events

Event	Date	Status	Guests	Payments	Action

Create Event

Lead Event Name Event Date Start End Guests Event Type Status Total Deposit Payment Method Deposit Date Balance Setup Time Vendor Arrival Client Arrival Ceremony Start Reception Start Breakdown Time Cleanup Status Next Event Buffer Min Ops Notes Notes

Room Turnover Dashboard

Setup, arrivals, event flow, cleanup, and next-event buffer.

Availability

Set Date

Follow-up Queue

Schedule Follow-up

Call Log

Phone	Type	Disposition	Lead

Log Call

Exports And Backup

Export files are snapshots from Convex. They are useful as simple backups and for handoff to the venue team.

Private CRM Login

Dashboard