Features
Manage your clients, your documents, and your events
Gestiway brings together the tools for managing your business in a single online software: prepare quotes, have contracts signed, track invoices, and schedule each service in the calendar.
Contacts et pipeline commercial
Every request becomes an opportunity followed by contact to signature: you always know who to follow up and what will come through.
- Prospect and client files (individuals or companies, SIREN, VAT), labels, sources and complete history
- Pipeline in columns with drag-and-drop, probabilities and weighted value
- Tasks and reminders linked to contacts, opportunities and events
- CSV import and export, custom fields according to your business
Quotes, contracts and electronic signature
Create a quote in two minutes from your catalog, send it, and let your client sign it online with a proof document.
- Service catalog, sections, discounts, percentage deposits, multiple VAT rates or VAT exemption
- PDF in your colors with your logo, sent by email with one click
- Contract templates with variables (client, date, location, amount), clauses tailored to your industry
- Simple electronic signature (eIDAS): unique use code, timestamp, SHA-256 hash, and proof page
Compliant invoices and Factur-X
Deposits, partial payments and credits generated from the quote, with all French legal references and the Factur-X format from the 2026-2027 reform
- Continuous numbering without gaps, immutable and hash-linked invoices issued
- Mandatory fields, new fields from the reform (client SIREN, operation category…)
- Factur-X (PDF + XML EN 16931) ready for transmission via an authorized platform
- SEPA transfer QR code, tracking of partial payments and delays
Calendar and bookings
Your dates, options and unavailability in one place. Before responding to a prospect, check in one glance if the date is available.
- Monthly, weekly and list views, colors by status (option, confirmed, completed)
- Date options with due dates, detection of double bookings
- ICS subscription for Google Agenda, Apple Calendar or Outlook
- Setup and teardown times taken into account
Equipment and resources
Benchmarks, sound systems, enclosures, arches: reserve equipment per event and be alerted before promising what you don't have.
- Inventory with quantities, categories, serial numbers and statuses
- Availability check during the event period (including setup)
- Maintenance tracking and revision dates
- Team assignment to each service
Custom client portal
A personal space where your client can retrieve everything: quote to sign, contract, invoices, online payment, and the daily questionnaire
- Secure personal link, no account creation required for your client
- Signature of quotes and contracts, document download
- Online payment of deposits and invoices (Stripe), 0% Gestiway commission
- Preparation questionnaire: playlist, schedule, group photos, template text…
Automatic follow-ups and email templates
Follow-ups start automatically and stop as soon as the client responds, signs, or pays. You maintain full control over each message.
- Quote without response, close date approaching, unpaid invoice
- Pre-event questionnaire, reminder the day before, request for feedback afterwards
- Customizable email templates with variables and preview
- Complete journal of sendings, linked to the contact history
Customer reviews
Request feedback at the right time, moderate it, respond to it, and display it on your website via the widget.
- Automatic request a few days after the event
- Notes and comments posted from the client portal
- Public page for reviews and an integrable widget on your website
- Invitation to also publish on Google after a positive review
Dashboards
Revenue invoiced and received, outstanding, conversion rate, client sources: the useful numbers, without spreadsheets.
- Monthly invoiced and received revenue, VAT collected
- Outstanding and overdue invoices, projected signed quotes
- Pipeline value, conversion rate, average basket size
- Upcoming events and average rating of your reviews
Team collaboration
Invite your partners, field team, or accountant with appropriate rights. Multiple companies? One account is enough.
- Roles: owner, administrator, member, and accountant
- Team schedule and assignment to events
- Audit journal of sensitive actions
- Multiple company spaces with a single identifier
Want to see how Gestiway adapts to your business? Explore industry-specific pages
Features
An event vendor CRM for your clients and enquiries
Manage event enquiries, clients and opportunities in one CRM. Use a sales pipeline, tasks and client history to follow each enquiry through to booking.
Explore the feature →Prepare event quotes and contracts in the same client record
Prepare event quotes and contracts from your service catalogue and templates. Keep branded PDFs, options and signature evidence with the client record.
Explore the feature →Track invoices, deposits and the balance for each event
Track event deposit invoices, final balances, credit notes and recorded payments. Gestiway uses euros and a French invoicing framework.
Explore the feature →An event booking calendar that separates holds from confirmations
Organise tentative dates, confirmed bookings and unavailable periods in an event calendar, including setup timings and an ICS calendar subscription.
Explore the feature →Allocate event equipment with each booking
Keep an inventory of photo booths, sound equipment and decor. Allocate equipment to events and check available quantities and maintenance.
Explore the feature →A client portal for event preparation and shared documents
Give clients a personal space for event quotes, contracts, invoices and preparation questionnaires through a secure individual link.
Explore the feature →Organise client follow-ups with the right context
Organise quote follow-ups, invoice reminders and event preparation messages with editable templates, rules and a delivery history.
Explore the feature →Organise your event team and track business activity
Assign staff to events and track business activity: access roles, calendar, invoiced revenue, payments and your sales pipeline.
Explore the feature →Practical guides
How do you choose a CRM for an event business?
A practical checklist for choosing an event CRM: bookings, quotes, equipment, client portal, cost and testing a complete client record.
Read the guide →Prepare an event quote your client can understand
A quote preparation checklist for DJs, photographers and photo booths: scope, timings, options, travel, payment terms and checks before signing.
Read the guide →How can you avoid double-booking dates and equipment?
A scheduling method for event vendors: tentative holds, setup, staff, equipment quantities and a final check before confirming a booking.
Read the guide →Your next quote starts here
Create your company space, add a client, and prepare your first quote. Test the software for 30 days for free, without a credit card.