01
Find answers while the client is on the phone.
Open their project to find the quote, contract, invoices and event details together. Get the context you need for the conversation.
Projects
Every client project. One place.
Bring your client details, documents, files and conversations together. Keep every wedding or event organized from the first inquiry to the final delivery.
More time for the work you love
Less searching. A clearer day.
02
See what needs your attention.
Review projects by stage to see what is in discovery, planning or delivery. Decide where to focus as you manage several events at once.
03
Help your team pick up the thread.
Keep the assigned teammate, contacts, files, notes and activity in the project, so the next person can get up to speed.
The whole client picture
Open a project. Find the details.
Keep the event date, client contacts and assigned teammate alongside the work. Files, notes and activity history give your team the context to pick up where you left off.
- Connect quotes, contracts, invoices and questionnaires.
- Upload documents and keep project notes close.
- Review important updates in the activity timeline.
The project workspace, from Maroo’s project setup guide.
From inquiry to completion
Know where every project stands.
See project counts by stage, search for a client’s work, and filter your dashboard. Update progress as the work moves forward.
New
Discovery
Contract signed
Kick off
Onboarding
Planning
Delivery
Completed
Start with what you have
Turn an inquiry into a project.
Start fresh, or build a project from an existing lead, invoice, quote or contract. Maroo carries over the client information so you can add the event details and get to work.
Use Create inside the workspace to add a quote, contract, invoice or questionnaire. Connect more items as the project grows.
Follow the project setup guideOne client journey
Every feature has a job. Projects brings them together.
From a couple’s first inquiry to their final invoice, give each part of the booking a place in the same project.
One wedding. One project.
The client, event details and assigned teammate stay at the center.
- 01 · Leads & CRM
Start with the inquiry.
Capture inquiries with a lead form and assign a teammate to follow up. When you’re ready, create a project from the lead.
Explore Leads - 02 · Quotes
Make the offer clear.
Lay out your services and pricing. Connect the quote to the project so the offer is easy to reference as plans take shape.
- 03 · Contracts
Agree on the details.
Send the agreement for an electronic signature. Keep the linked contract beside the quote, so your team can reference what the client agreed to.
Explore Contracts - 04 · Questionnaires
Plan around your client.
Collect preferences and event requirements with a questionnaire. Connect it to the project to keep those answers with your planning notes and files.
- 05 · Invoices & payments
Make payment easier.
Create invoices from the project. Use Maroo’s online payments, payment schedules and reminders to give clients a clear way to pay.
Explore Invoicing
Email, throughout the journey
Keep the conversation with the work.
Connect your email to send and reply in Maroo. Keep conversations connected to leads and projects, with the client’s work close at hand.
See how Email worksCreate documents inside a project or link existing items as you go. They stay available in their original Maroo sections, with a shared view in Projects.
Projects, explained
A few things to know.
Do I need to start from scratch?
No. Begin with one eligible lead, invoice, quote or contract, then connect additional items after creating the project.
Will my documents stay where they are?
Yes. Linked items remain available in their original Maroo sections. Projects gives you another way to find the work for that client.
Can one item belong to multiple projects?
Each item can be linked to one project. An item already linked elsewhere will not appear as an eligible option.
Can I create documents inside a project?
Yes. Use Create to add a contract, quote, invoice or questionnaire from the project workspace.
What happens when the work is done?
Mark the project Completed. You can also archive it to remove it from active projects while keeping its information available.
Bring your next project together.
One place for the client, the details and the work ahead.
Get started with Maroo