Leads and pipeline
A drag-and-drop board from new inquiry to booked, with the value on every card.
Features
Everything in the box. Even the box.
Leads, AI, calendar, floor plans, BEOs, contracts, deposits and a client portal. 79 features, zero add-ons, and nobody calling to upsell you the floor plan.
Pipeline, on autopilot
From first call to five stars
Click a stage and watch it happen. Ava, the AI, texts and emails Mark from Seat Four Vineyards, keeps the lead warm, handles the reschedule, resends the contract and asks for the review. Your team steps in when it matters.
Ava, Seat Four Vineyardsto Mark Thompson
Subject
Seat Four VineyardsAva, AI assistant
Sample venue, names and links. Messages follow your own templates and rules; Ava never quotes prices or invents availability, and every first text includes opt-out.
Lead intake, automated
Never miss a lead again
Every inquiry from your website and the marketplaces you list on lands in one pipeline and gets an answer in seconds. No copy and paste, no forgotten inbox, no lead left on read.
Where leads come from
Your website forms
Venue marketplaces
Facebook and Instagram lead ads
Google Ads lead forms
Inquiry emails, parsed
Calls and texts
Automation
n8n, self-hostedFree connectors and webhooks. No Zapier, no per-task fees, no limits on runs.
Seat Four CRMOne contact, one pipeline. Duplicates merged, source tracked, owner assigned.
What happens next
Ava replies in secondsText and email, any hour, with your tour link.
Your team gets a pingThe right person, with the full inquiry.
Nurture until a tourFollow-ups stop the moment they reply.
Every source measuredSee which marketplace actually books.
Every lead source, straight to your pipeline
Wherever guests find you, the inquiry lands in Seat Four.
- PartySlate
- Peerspace
- Eventective
- Tagvenue
- Giggster
- Splacer
- Cvent Supplier Network
- The Knot
- WeddingWire
- Zola
- Here Comes The Guide
- Wedding Spot
- Google Business Profile
- Yelp
- Thumbtack
- Bark
- Google Ads
- TikTok
- Your website
- Calls
- Texts
Live and freeFree through the email parserLive needs paid Zapier, or use the free email parser
Ask your marketplaces to open up
The yellow and red sources do not offer an open connection yet. Contact them and request a public API or webhook so open-source software like Seat Four can run live flows. Until then, every one of them still connects for free.
Names are trademarks of their owners. Seat Four is not affiliated with any of them.
Client portal
Every step of the way, checked off
From the first inquiry to the thank-you note, your client always knows what is done, what is next and what they owe. Reminders go out on their own, so nothing slips.
- InquiryAva replies in seconds
- TourBooked from the lead
- ProposalSent, viewed, approved
- ContractSigned on their phone
- DepositPaid through your Stripe
- PlanningFloor plan and BEO approved
- Event dayTimeline to every team
- Wrap-upFinal balance and a thank you
What your client seesTheir event page, on their phone
- Contract signedOct 2
- Deposit paidOct 3
- Menu chosenOct 9
- Approve floor planReady for you
- Final headcountDue Nov 14
- Final paymentDue Nov 21
Reminders that send themselvesRight person, right time
Deposit due FridaySent to the client by text and email
Final headcount in 7 daysReminder with a link to update guests
Floor plan readyClient asked to approve in the portal
Insurance certificate neededRequest sent to the vendor
Event tomorrowTimeline sent to kitchen, bar and floor
Vendors, organizedInsurance certificates on file and tracked
- DDJ and soundCOI on file
- FFloristCOI expires in 21 days
- PPhoto boothCOI requested
- CCatererCOI on file
- RRentalsCOI on file
Vendors and clients upload files straight to the event.
Example event, demo data. Seat Four is in active development.
Everything in one workspace
From first call to final invoice
Built from the real workflows of working venues. Every feature included, and you switch on only what you need.
One inbox
Texts, email and call outcomes in one thread, beside the lead and the event.
AI lead replies
Instant, on-brand answers to new inquiries, on every channel.
AI phone agent
Answers, qualifies, books tours and transfers live calls to your staff.
Spaces calendar
Every room at a glance, with clashes and tight turnarounds flagged before you book.
Floor plans to scale
Real table and rental sizes, live seat counts, plus capacity and aisle checks.
BEOs and kitchen sheets
Versioned event orders, with a kitchen copy that leaves the prices off.
Menus and packages
Build a package once, then drop it into any quote with the math done.
Quotes and proposals
Priced in minutes and sent as a clean, branded PDF.
Contracts and e-sign
Send, sign and store. Every signed copy is locked and fingerprinted.
Deposits and payments
Payment schedules and online deposits through your own Stripe account.
Client portal
Clients see their steps, files and balance, so you get fewer "just checking in" emails.
Tasks and event prep
Checklists per event and team, with due dates that move when the event date does.
Vendors
Caterers, DJs and photographers with insurance and documents on file.
Social media
Plan and post your events across your channels from one place.
Reports
Pipeline, booked revenue and balances owed. Included, never an upgrade.
The full list
79 features. Zero add-ons.
Everything version one is being built to do, mapped from more than a hundred real venue screens. All of it included, none of it an add-on.
Sales and CRM
10- Leads list and drag-and-drop pipeline board
- Lead capture forms for your website, with auto-response
- Contacts, companies and accounts
- Duplicate detection and merge
- Tours booked straight from the lead
- Speed-to-first-reply timer
- Unanswered-lead alerts
- Lost reasons and win/loss tracking
- Notes, tasks and full activity history
- Custom fields for leads, events and bookings
AI and messaging
10- AI replies to new inquiries on every channel
- AI phone agent that answers, qualifies and books tours
- Live call transfer to your team
- Call recordings, transcripts and summaries
- One inbox for text and email
- One-click call outcomes
- Email template library for every stage
- Email editor with signatures and templates
- Automatic follow-ups for quiet leads and unsigned proposals
- Opt-out handling and quiet hours
Events, spaces and calendar
9- Multiple venues, each with its own spaces
- Month, week and day calendar by space
- Clash detection with holds
- Setup and teardown buffers
- Availability check before you book
- Bookings that group several events
- Clear event stages from prospect to closed
- Event types, styles and custom dropdowns
- Private calendar feed (ICS) for your phone
Planning and the floor
10- BEOs with versions and a change log
- Kitchen copy that leaves the prices off
- Minute-by-minute event timeline
- Floor plans with real furniture sizes
- Seat assignment and guest list import
- Room templates you reuse
- Plan prints on the BEO
- Event prep checklists by team
- Staff assignments
- Vendors with insurance certificates on file
Money
9- Menus, items, packages and picklists
- Quote builder with versions
- Taxes, service charges, admin fees and gratuity rules
- Branded proposal PDFs
- Payment schedules with due dates
- Online deposits through your own Stripe
- Manual payments: cash, check, wire
- Invoices, refunds and reconciliation
- Balances owed, at a glance
Documents and contracts
6- Document templates with merge fields
- Proposal and contract layout editor
- Reusable content blocks: terms, insurance, policies
- E-signature with countersign
- Signed copies locked and fingerprinted
- Signing certificate for every contract
Client portal
7- Sign in with a text code, no passwords
- Event page with steps and progress
- View, sign and pay in one place
- Upload graphics, videos and insurance
- Approve the floor plan and BEO
- Message the planner
- Request guest and detail changes
Marketing and social
5- Share events to your social channels
- Social media scheduling
- Shareable event and booking links
- Email campaigns to your own list
- Reviews and reputation (via GoHighLevel, optional)
Admin and platform
13- Guided setup wizard
- Your branding, colors and logo
- Turn modules on or off
- Rename terms to fit your venue
- Users, roles and permissions
- Single sign-on
- Append-only audit log
- Reports: pipeline, revenue, balances, fiscal periods
- Import from your old platform
- Full data export, any time
- Backups and restore
- API and webhooks
- Optional two-way GoHighLevel sync
Seat Four is in active development. This is the full scope of version one; the build pipeline below shows where it stands today.
Take a look
Real screens from the build
Straight from the working prototype. Clean, calm and made for a busy night.
Prototype screens with made-up demo data
My day. Leads to answer, calls to make, tours and events coming up.
Pipeline. Every lead from first inquiry to signed, with value per stage.
Inbox. Reply by text or email and log the outcome in one click.
Calendar. Every space by day and week. Clashes flagged before they cost you.
Event workspace. Timeline, documents, money, BEO, floor plan and tasks in one record.
Floor plan. Drop real rentals at real size. Seat counts update as you go.
Quote. Packages, menus and rentals priced in minutes.
Client portal. Your client sees what's done, what's next and what they owe.
Reports. Pipeline, revenue and balances owed, included for everyone.
Concepts
Built for every part of the night
Sales, the floor, the kitchen and the client, all working from the same page.
Floor plans included
Lay out the room. No add-on required.
The feature other platforms charge extra for comes with every event in Seat Four.
- Real sizes. 60" rounds, 6' banquets, bars, buffets and dance floors at true scale.
- Live seat count. Seats placed against guests expected and room capacity.
- Spacing checks. Tables too close for a service aisle get flagged.
- Goes on the BEO. The plan prints with the event order, so the floor team sees what sales sold.
Pull up a seat
All of it. For $0.00.
Join the beta list and run every feature at your own venue.