Lead and discovery. Work starts when an inquiry arrives by email, WhatsApp or referral. The CRM keeps the contact, company, conversations and follow-up tasks together. Another teammate can continue with context, while management can see which opportunities are active and which need attention.
Quote and contract. The brief becomes concepts, quantities and prices. miEventto can use AI and historical pricing to prepare an editable proposal that is sent as a PDF or public link. Once accepted, that information feeds the event and contract instead of making operations retype what the client approved.
Deposit and planning. Payments received are compared with the total and agreed conditions. Operations works with dates, venues, timelines, floor plans and owners. The purpose is not simply to store files; it is to expose what remains unconfirmed before resources are committed or purchasing begins.
Purchasing, vendors and inventory. Purchases and vendors stay related to the event. Date-based availability reserves furniture or equipment, dispatch orders document what leaves the warehouse, and returns or losses update the record. A sale therefore cannot quietly promise stock already assigned to another production.
Staff, logistics and event day. Personnel, shifts, documents, vehicles and tasks remain next to the timeline. For guest-based events, registration and QR check-in show attendance. After delivery, collections reviews balances and invoicing can issue CFDI 4.0 documents or payment complements through factura.com.