
Sound familiar?
Quotes are built from memory
Gear, labor, delivery, and setup get pieced together from old quotes and spreadsheets. Every event starts from scratch.
The event date is just a note
A generic CRM tracks a close date, not the show date. Load-in, strike, and the client's timeline end up in email threads.
Discounts go out unchecked
A rush quote for a good client goes out at a price nobody signed off on, and you find out after the truck comes back.
How Coeffection fits
One CRM you shape to the way you actually work.
Gear, labor, and delivery together
Build quotes from your rental catalog with labor and delivery priced alongside, and let margin rules catch a quote discounted too far.
Every job tied to its event
Track each event as a record with its date, venue, contacts, and files, linked to the quote and the client, so the whole team works from the same details.
Approvals before it goes out
Big discounts or rush jobs can require a manager's sign-off before the quote is sent, with the reason recorded.
E-sign and invoice
Clients e-sign the quote, and it becomes an invoice in QuickBooks Online or NetSuite, so the amount billed matches the amount signed.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.

Swipe to see the whole screen.

Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Event quotes become invoices

Clients sign event quotes online
- Google Calendar
Event dates on your calendar
Calls and texts log to the event
Frequently asked
Does Coeffection track rental inventory availability?
Not as a dedicated inventory system. Coeffection is the CRM and quote-to-invoice side: inquiries, quotes, events, approvals, and invoicing. Many rental teams pair it with their inventory tool.
Can I tie a quote to a specific event date?
Yes. Events can be their own records with the date, venue, contacts, and files, linked to the quote and the client.
Can the client sign the quote online?
Yes. Quotes can be shared with the client and e-signed, and the signed version is kept on the record.
Does it connect to QuickBooks?
Yes. Coeffection connects to QuickBooks Online and NetSuite, and signed quotes become invoices there.