Steal the playbook
Start with proven workflows, forms and proposal templates instead of a blank CRM.
Built for event service businesses
Win the booking. Deliver the event. One system.
OttrCRM gives event service businesses one connected system for leads, client details, proposals, bookings, event delivery and follow-up.
14-day free trial. Card required. No charge today.
Card required. You won't be charged until your trial ends.
Leads · Proposals · Bookings · Events · Clients · Analytics
Command Centre
Know what the business is doing.
Booked sales, open pipeline, new enquiries, upcoming events and money still to collect sit on one screen. You can see whether the business is selling enough, what is coming through, and what the team needs to deliver next.
Most CRMs stop at Closed Won.For event businesses, that is where the work starts.
Ottr connects sales to delivery. The information you capture while winning the job becomes the information your team uses to deliver it.
No rebuilding the job. No wondering what happens next.
The playbook is already built.
Five stages. One connected workflow. Start with the system built inside a real event business, then make it yours.
CAPTURE
Every enquiry gets a home and a next move.
The pipeline is where new work lands. Each opportunity has a stage, a value and a visible next step, with the contact and the history kept together.
- Capture enquiries in one place
- See where each opportunity sits
- Keep contact and sales history together
- Know what needs to happen next
Sales
Sell the work without losing the details.
Every enquiry has a stage, a value and a next move. The people, the requested event and the proposal stay on the same opportunity, so a win is something the team can deliver.
- See where each opportunity sits
- Keep contact and sales history together
- Requested dates stay separate from the confirmed event
- Won and lost stay attached to the client
Proposals
From enquiry to yes — without starting again.
The details already on the opportunity become the proposal. Packages, options and pricing go out as one client presentation. When they accept, the outcome stays on the job.
- Reusable packages, options and add-ons
- A client presentation sent from the job
- Digital acceptance, recorded on the opportunity
- The commercial outcome stays connected to the client
Event delivery
Closed Won is where the real work starts.
The booking becomes a delivery plan: confirmed schedule, readiness and the client context the operator needs. Not another spreadsheet.
- Confirmed schedule, separate from the original request
- Event stage and readiness
- Tasks and requirements on the same record
- The sales conversation hands off without retyping the job
Works on mobile. Check the event, the schedule and who it is for from the floor.
Performance
Know what is actually driving growth.
Booked sales by month, a target, open pipeline, enquiries and what is still outstanding. This is how the business is selling — not a set of accounts.
- Track booked sales month by month
- Set a target and see whether you are ahead
- See pipeline value and how many enquiries came in
- See what has been paid and what is still outstanding
Clients
The next booking should not start from zero.
Contacts, organisations, past opportunities and event history stay connected. Import a spreadsheet of existing enquiries instead of rebuilding the pipeline by hand.
- Customer context on one record
- Past jobs and the people on them
- Spreadsheet upload with column matching
- Review the rows before anything is imported
Built inside Full Send Golf
The bookings worked. The system did not.
Built from the job
I built Ottr because my business worked, but it did not scale.
Leads lived in my head. Client details lived in email. Proposals lived somewhere else. Events lived in spreadsheets. It worked until I needed someone else to help run it.
Ottr became the system I wished I had from day one.
Now you can start with the pipelines, forms, proposal templates, workflows and operating playbooks built from running a real event business, then adapt them to yours.
Make it yours
Adapt the system around the way your event business sells and delivers work.
Hand it to your team
Turn what lives in your head into a process someone else can actually follow.
Simple pricing. The whole system.
Pay for the team and support you need. Not every lead, proposal or event.
- Unlimited stored leads
- Unlimited proposals
- Unlimited events
- Full workflow included
API and external lead intake limits apply.
Most popular
Core
Perfect for owner led event businesses and small teams.
US$49/ month
- Up to 3 users
- Unlimited stored leads, proposals and events
- CRM, inbox and workflows
- Forms and premium proposal builder
- Event operations and playbooks
- All core features included
Team
Built for growing event teams.
US$149/ month
Everything in Core, plus:
- Up to 10 users
- Priority support
- Included onboarding review
- Built for multi person sales and operations
Every plan includes the complete OttrCRM workflow.
Frequently asked questions.
OttrCRM is a CRM and operations system for event service businesses. It keeps leads, client details, proposals, bookings, event delivery and follow-up in one workspace, so you know where the job is and what happens next.
Ready to put your next event through Ottr?
Start a 14-day trial and experience the complete workflow using real work from your business.