Dashboard
Clients
Manage all client companies and their profiles
Contacts
All contact persons across clients
Enquiries
Track all event enquiries and quotations
Enquiry Record
EVENTRAX — Lead the Experience | Confidential Internal Document
Printed:Quotations
Manage event quotations and proposals
Invoices
Track invoices, payments, and outstanding balances
WhatsApp Inbox
Manage all WhatsApp conversations
WhatsApp Business Inbox
Select a conversation to view messages,
or sync to fetch latest chats from Bulkwise.
• Sender Phone Number
• Webhook URL for inbound messages
Urgent Follow-ups
Events within 10 days requiring immediate action
Reports & Export
Analytics overview and data export tools
Settings
Company profile, document settings & preferences
PNG, JPG, SVG · Max 500KB · Recommended: 400×200px
Where your logo appears:
- Sidebar / App header
- Quotation view & print
- Invoice view & print
Logo is stored securely against your account. Use a transparent PNG for best results on documents.
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User Management
Manage system users and their access
Roles & Permissions
Configure role-based access control
Select a role to view or edit its permissions
Audit Logs
Track all system activity and changes
Products / Services
Master catalogue of reusable items for quotations and invoices
Expenses
Track project costs and operational expenses
Profitability
Project-wise and overall profit analysis
AI Insights
Structured business intelligence — select your filters and generate an executive report