The CRM for event companies that answers the RFP, writes the proposal and reads the client's contract

The companies and the people below are made up; the steps are the product’s. Each step reaches you as a card on your phone: an email, a meeting or a document, with Send, Change and Skip. The plan that does each step follows its name.

1. 1

   The inquiryBook

   Tuesday, 11:20 AM. You are in a hotel ballroom at load-in for another client’s awards dinner. Priya Raman, senior manager of sales enablement at Kestrel Analytics, writes through the form on your site: “We’re planning our sales kickoff for about 250 people in Austin, January 26 to 28. The hotel is booked. We need a production partner for the general session, two breakouts and an awards dinner. Can you send a proposal by the 23rd?” The form offers her times on the spot.

2. 2

   The replyBook

   She does not pick a time, so Tommo SDR drafts the reply in your voice: three questions (is the attendee count firm, may you walk the ballroom with the hotel’s event manager, and what budget range has finance approved?) and two or three open times from your calendar. The card: “Tommo SDR: Send Priya the reply?” You press Send between cues.

3. 3

   The discovery call and the site visitYou

   Thursday, 45 minutes on Google Meet, then a walk through the hotel's ballroom and two breakout rooms on Monday. You talk; Tommo Closer reads the transcript of the call.

4. 4

   The recapClose

   An hour after the call, the card with the recap: 250 attendees, a general session in the ballroom with an LED wall, two breakouts of 120, an awards dinner on the last night, the chief revenue officer opens with a live product demo, finance approved about $130,000, Priya and her VP of sales decide. You promised the proposal by Friday. You fix one line and send.

5. 5

   The proposalClose

   Your budget sheet says $128,000: a management fee of $36,000, AV, staging and the LED wall for $68,000, scenic, signage and print for $14,000, and crew travel and lodging for a flat $10,000. Payment: 50% at signing, 25% on December 1 and the balance 14 days before the event. Tommo Closer writes the proposal email with those numbers and no others. The card: “Tommo Closer: Send Priya the proposal?” When she goes quiet for a week, Tommo Closer drafts the follow-up.

6. 6

   The client's contractSign

   Priya says yes and sends Kestrel’s master services agreement as a Word file. Tommo Legal reads it against your positions and finds four departures: Kestrel may cancel for any reason and get back everything you have not yet spent; force majeure includes “a change in business conditions”; you carry any attrition or F&B minimum shortfall in Kestrel’s hotel contract; and payment is net 60 after the event, with no deposit. The card: the memo, and their MSA with your changes tracked. You restore your cancellation schedule, strike the business conditions and the attrition, and ask for the deposit. Tommo Closer sends the redline on your Send, with the statement of work Tommo Legal drafted from your template.

7. 7

   The signatureSign

   Kestrel agrees. Tommo Legal proposes your signature with each departure from your templates listed on the card. You press Sign, and the copy signed by both sides lands in Kestrel's folder in your Drive.

8. 8

   The invoicesSign

   You mark the deal won. Tommo Closer reads the signed agreement and proposes the schedule: $64,000 at signing, $32,000 on December 1 and $32,000 on January 12, each with its payment term from the agreement (net 15 here). You accept it. Each time an amount comes due, a card proposes the invoice, and on your press it goes out through Mercury. When an invoice runs late, Tommo Closer drafts the reminder.

Sending on its own is off. After twelve approvals in a row of one kind of email with nothing to fix, a tommo asks for it. You switch it on per form, on a paid plan, and switch it off the same way. Invoices always wait for a person’s press. Tommo Legal writes only to Tommo Closer and to you, never to the client.

What Tommo SDR does · What Tommo Closer does · What Tommo Legal does

A planner’s brief often comes with vague objectives and “a budget nobody will share”. A BizBash and VDA webinar in July 2026 described the result: “$100,000 from one vendor. $250,000 from another. Same brief, two different event outcomes.”¹ The company that answers first, and asks for the attendee count, the venue and the budget range before it prices, writes the proposal the client can compare.

Tommo SDR reads the form on your site and your inbox, drafts the reply in your voice with the questions you would ask, and offers two or three times that are open on your calendar. If the planner goes quiet, it follows up inside their working hours. When procurement sends an RFP by email, Tommo SDR answers the person who sent it and books the call before the deadline. The RFP response stays yours to write.

The same panel named “ghosting after proposal submission” as a topic of its own¹. After your proposal goes out, Tommo Closer drafts each follow-up on your schedule, then tells you where the deal stands.

Your budget is the part of the sale only you can do: the gear list, the crew hours, the labor rates of a union house, the margin you hold. Share the sheet or the doc by link, and Tommo Closer writes the proposal email from it, whatever way you price. When a number is missing, a card asks you for it.

Three companies, three ways to price (the figures are examples):

• An event management company. “A three-day incentive trip for 80 people in Cabo, a management fee of $42,000, a 30% deposit at signing, the balance in two payments before travel.”
• An AV production company. “Audio, video and lighting for a 300-person user conference over three days, $54,000 with a crew of 14, a 35% deposit at signing, the balance the day after strike.”
• A production agency. “A product launch in a Brooklyn warehouse for 400 guests, creative, staging and the run of show for $96,000, in three equal payments: at signing, at the creative sign-off and 14 days before the show.”

A guide for AV production firms puts the AV budget of a 300-person, three-day corporate conference at “$30,000-$75,000” and the deposit at “25-35% of the contracted production fee”². Tommo Closer writes the deposit and the stages your budget sheet names.

On Sign, Tommo Legal drafts your agreement, the statement of work and a mutual NDA from your own templates in your Drive, with the scope, the price and the dates your budget holds.

Corporate clients send their own paper: procurement’s master services agreement, a vendor agreement, purchase order terms. On Tommo Legal’s page you write where your company stands, in your own words. Tommo Legal reads each new contract against those positions and returns a memo, clause by clause, with the wording to send back. A Word file also comes back with your changes tracked in the client’s own document.

The clauses event companies push back on most:

• Cancellation. A schedule that grows as the date nears, so the money you have spent and the dates you turned down are paid. One AV guide puts the fee at 25 to 50% of the contract value within 30 days of the event, rising to 75 to 100% within 14 days²³.
• Force majeure. Events neither side controls, such as a storm, an order of the authorities or a venue closed, and not the client’s change of plans. Force majeure lets a contract “in effect, self-destruct” when performance is impossible⁴, so the list of events matters.
• Attrition and minimums. Attrition charges the client when the room block or the attendance falls short³. The room block and the F&B minimum belong to the client’s hotel contract, not to your fee.
• Indemnity and liability. You indemnify for your own negligence, not for the venue, the hotel or the guests, and your liability has a cap tied to your fee.
• Insurance. The limits your policy carries, and the client named as an additional insured only for claims related to the event⁵.
• Payment. A deposit at signing, the stages before the show, and no net 60 after it.

Change orders, the client’s use of your creative, the recording of sessions and governing law work the same way: write your position down, and Tommo Legal reads each contract against it.

Tommo Legal flags and drafts; it writes only to Tommo Closer and to you, never to the client. You decide each clause, and a person signs. The memo is research, not legal advice; for a large event, send it to your attorney with the markup already done.

PFLB, the load testing firm where Tommos began, has run its inbound sale on three tommos since August 20, 2026. In seven weeks the tommos wrote 65 emails to 21 people, each sent on a person’s yes, and booked 10 meetings: see each count on PFLB’s page.

• Book, $299 a month. Tommo SDR answers each inquiry, offers times and books the discovery call. Pick it when planners wait days for your reply during show weeks.
• Close, $599 a month. Adds Tommo Closer: the recap, the proposal from your budget, and follow-ups on your schedule, then where it stands. Pick it when the proposal waits until after strike.
• Sign, $899 a month. Adds Tommo Legal: the client’s MSA read against your positions, your agreement, statement of work and NDA from your templates, and your signature. On a won deal, Tommo Closer invoices the deposit and each stage through Mercury. Pick it when procurement sends its own paper.

No seats: your producers, account managers and office manager work in the same CRM at one price. Every plan counts 50 new leads a month (a new person a tommo starts to work) and includes the AI model, so you need no API key and get no second bill. A year is 20% off. After your first payment you have 30 days to get all of it back.

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