Releventful

Erin Pender

Releventful Support

Naomi Sherman

Build out your offerings, proposal template, and automate your business!

Design Your Business Process & Offerings

Collect consistent inquiry details from your website and pass them into the lead process your business has configured.

Create and share a website lead form

Lead Forms

Build reusable offerings so you can add the right services, pricing and stock requirements to proposals and invoices.

Set up packages, add-ons and their inventory

Packages and Add On's

Create a reusable proposal layout that presents your services clearly and lets the client make the selections you intend.

Design a ClientCart proposal template

Make a proposal easy to scan, read and use without relying on a large image for every section.

Improve the design of a ClientCart proposal

Use appropriately sized images so clients can read your proposal comfortably without waiting for oversized files to load.

Make proposal images clear and quick to load

Proposals

Save an agreement template with the fields Releventful will fill from an event or invoice.

Create a reusable contract template

Add your agreement, choose who must sign it and track each signature from the invoice editor.

Add a contract and its signers to an invoice

Contracts

Collect the details your team needs with clear questions and a layout clients can complete comfortably.

Design a planning form

Preview a planning form to check its questions, layout and event-related fields before a client uses it.

Test a planning form before sharing it

Planning Forms

Sara

Automating Your Business

Build a consistent series of follow-up messages, then decide when it should run and how it should respond to a lead reply.

Create and manage a sales campaign

Review what has actually been scheduled for a lead instead of relying only on the reusable campaign setup.

Check a lead campaign and its scheduled messages

Start a saved campaign when you are ready for the selected lead to receive its planned follow-up.

Start a sales campaign for one lead

Sales Campaigns

Use event statuses to describe where an event is in your business process and help your team recognize it in calendar and report views.

Create and use event statuses

Event Statuses

Use Event Helpers when a sales stage should trigger event cancellation or archiving.

Automatically cancel or archive events from a sales stage

Automation Settings

Create inventory records so your team can track stock and the items needed for events.

Set up event inventory

Inventory

Privacy Policy

Terms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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