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Konstantin Hintermayer
2026-02-26 22:57:07 +01:00
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Test/EventKit/03 - CRM Module.md
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@@ -108,16 +108,21 @@ Stages are **fully customisable** per instance. Multiple pipelines can exist (e.
| Meeting scheduling | Schedule and track meetings |
| Activity timeline | Unified feed of all interactions per contact/company/deal |
### Invoicing (Basic)
### Invoicing & Accounting (Integrated)
EventKit includes **built-in accounting features** as the primary financial workflow. External integrations (Xero, QuickBooks) are available but secondary.
| Feature | Description |
| ----------------------- | ------------------------------------------------------- |
| Invoice generation | Generate invoices from confirmed quotes or events |
| Line item detail | Equipment, crew, transport, consumables, sub-hire costs |
| Invoice status tracking | Draft → Sent → Paid → Overdue |
| Payment tracking | Record payments received |
| Accounting integration | Export to or sync with Xero, QuickBooks, etc. |
| Payment tracking | Record payments received, partial payments, deposits |
| Purchase orders | Generate and track POs for consumables and sub-hire |
| Credit notes | Issue credit for cancellations or adjustments |
| Financial reporting | Revenue, expenses, profit/loss per event and period |
| Xero integration | Optional sync — invoices, payments, contacts |
| QuickBooks integration | Optional sync — invoices, payments, contacts |
### Reporting
@@ -145,6 +150,30 @@ Unlike generic CRMs, the EventKit CRM understands:
| **Equipment preferences** | Record client brand/model preferences for future quotes |
| **Event types** | Categorise deals by event type (corporate, concert, wedding, festival) |
### Client Portal
Clients can log in to a self-service portal:
| Feature | Description |
| ----------------- | ---------------------------------------------- |
| View quotes | See all quotes sent to them |
| Approve / deny | Accept or reject quotes with comments |
| Event status | Track active events and their current phase |
| Download invoices | Access and download invoices and receipts |
| Communication | Respond to messages without leaving the portal |
---
## Equipment Pricing
| Pricing Model | Description |
| ------------------ | -------------------------------------------------------------------- |
| **Per-day rate** | Standard hire rate per day — used for equipment rental |
| **Per-event rate** | Flat rate per event — used for service-oriented pricing |
| **Tiered rates** | Discounted rates for longer hires (e.g. weekly, monthly) |
| **Seasonal rates** | Different pricing for peak vs. off-season (future enhancement) |
| **Weekend rates** | Different pricing for weekday vs. weekend hires (future enhancement) |
---
## Related Documentation