Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Event + Ticketing + CRM + Analytics
- Ticket-code entry
- Payment provider
Event + Ticketing + CRM + Analytics · Available now
Example screen with sample data
Plan events, review scans and reconcile admissions.
Event operations teams can keep an event's schedule, venue, capacity, owner and lifecycle together. An organization sets up its team members and venues, then an event owner prepares an event for review.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewEvents awaiting review×
Event + Ticketing + CRM + Analytics · Events
New event
Events awaiting review
Events in one list
Events in view
6Review
6| Record number | Subject | Status | Starts at | Owner | Revision | |
|---|---|---|---|---|---|---|
| EVN-32024 | Harbor arts opening night | Review | 13 Oct | Sofia Chen | 950 | |
| EVN-34369 | Cedar Vale autumn market | Review | 23 Oct | Ravi Moreno | 30 | |
| EVN-55292 | North Quay speaker series | Review | 27 Oct | Owen Haddad | 850 | |
| EVN-27986 | Blue Marsh food festival | Review | 15 Oct | Jonas Laurent | 570 | |
| EVN-72529 | Stonebridge community concert | Review | 24 Oct | Elena Park | 380 |
6 of 6 records
Harbor arts opening nightEvents · EVN-32024
ReviewStarts at13 Oct
OwnerSofia Chen
Revision950
Review eventEVN-32024 · Harbor arts opening night
Independent Reviewer decides on the submitted event revision.
Waiting for Independent Reviewer
ApproveReturn
- Tables, ready to use
- 11
- Saved views
- 14
- Roles with set permissions
- 6
- Reports and dashboards
- 8
Features
See the event and its operating state
Every feature works on the same records. Pick one to see the screen your team works in.
Event Planning
Set an event's schedule, capacity, venue and accountable owner.
- Preparation
- Decision
- Execution
- Events
- Organizations
- Team members
- Venues
- Review decisions
- Admissions
OverviewOpen events×
Event + Ticketing + CRM + Analytics · Event Planning
New
Open events
Approval conditions
| Record number | Subject | Capacity | Starts at | Counterparty | |
|---|---|---|---|---|---|
| EVN-66179 | Harbor arts opening night | 90 | 02 Nov | Morrow Ridge exhibition room | |
| EVN-23947 | Cedar Vale autumn market | 160 | 13 Oct | Pinepath screening house | |
| EVN-24294 | North Quay speaker series | 840 | 17 Oct | North Quay lecture theater | |
| EVN-55584 | Blue Marsh food festival | 100 | 18 Oct | Stonebridge concert hall | |
| EVN-50294 | Stonebridge community concert | 800 | 19 Oct | North Quay lecture theater |
6 of 6 records
Harbor arts opening nightEvents · EVN-66179
Capacity90
Starts at02 Nov
CounterpartyMorrow Ridge exhibition room
Venue Setup
Keep venue ownership and eligibility visible when events are scheduled.
- Ownership
- Selection
- Review
- Venues
- Organizations
- Events
- Team members
OverviewActive venues×
Event + Ticketing + CRM + Analytics · Venue Setup
New
Active venues
Venues
| Name | Code | Contact name | Address | Eligibility note | |
|---|---|---|---|---|---|
| Harbor Hall auditorium | VEN-HARBOR-HALL | Leila Navarro | 42 Harbor Lane, Reno, NV | Accessible entrance confirmed | |
| Cedar Vale market pavilion | VEN-CEDAR-PAV | Davin Okoro | 18 Market Way, Boise, ID | Fire capacity approved | |
| North Quay lecture theater | VEN-NORTH-THEATER | Amira Voss | 75 Quay Street, Portland, OR | Audio equipment inspected | |
| Blue Marsh riverfront lawn | VEN-BLUE-LAWN | Ethan Rahman | 9 River Road, Denver, CO | Outdoor permit on file | |
| Stonebridge concert hall | VEN-STONE-HALL | Sora Mehta | 310 Cedar Avenue, Fresno, CA | Load in window reserved |
6 of 6 records
Harbor Hall auditoriumVenues · VNS-35960
CodeVEN-HARBOR-HALL
Contact nameLeila Navarro
Address42 Harbor Lane, Reno, NV
Eligibility noteAccessible entrance confirmed
Admissions
Reserve event capacity and retain the admitted outcome.
- Claim
- Evidence
- Outcome
- Admissions
- Events
- Payment evidence
- Operation receipts
OverviewReserved admissions×
Event + Ticketing + CRM + Analytics · Admissions
New
Reserved admissions
Admissions
| Parent | Line number | Attendee reference | Quantity | Reserved at | Admitted at | |
|---|---|---|---|---|---|---|
| Westhaven design workshop | 570 | ATT-2026-2101 | 810 | 13 Oct | 22 Oct | |
| Stonebridge community concert | 550 | ATT-2026-2102 | 670 | 13 Oct | 20 Oct | |
| Pinepath film screening | 770 | ATT-2026-2103 | 220 | 12 Oct | 18 Oct | |
| Cedar Vale autumn market | 220 | ATT-2026-2104 | 180 | 17 Oct | 25 Oct | |
| Blue Marsh food festival | 540 | ATT-2026-2105 | 80 | 20 Oct | 23 Oct |
6 of 6 records
ATT-2026-2101Admissions · ADM-84742
ParentWesthaven design workshop
Line number570
Quantity810
Reserved at13 Oct
Admitted at22 Oct
Ticket Scans
Submit, review and complete ticket scan records for an event.
- Submission
- Decision
- Completion
- Ticket scans
- Events
- Admissions
- Review decisions
- Payment evidence
- Operation receipts
OverviewTicket scan review queue×
Event + Ticketing + CRM + Analytics · Ticket Scans
New
Ticket scan review queue
Approval conditions
| Ticket code | Status | Revision | Parent | Admission count | Scanned at | |
|---|---|---|---|---|---|---|
| TKT-2026-4101 | Submitted | 160 | Pinepath film screening | 17 | 13 Oct | |
| TKT-2026-4102 | Submitted | 410 | Cedar Vale autumn market | 39 | 21 Oct | |
| TKT-2026-4103 | Submitted | 220 | North Quay speaker series | 13 | 21 Oct | |
| TKT-2026-4104 | Submitted | 210 | Blue Marsh food festival | 4 | 30 Oct | |
| TKT-2026-4105 | Submitted | 770 | Westhaven design workshop | 26 | 16 Oct |
6 of 6 records
TKT-2026-4101Ticket scans · TS-57767
SubmittedRevision160
ParentPinepath film screening
Admission count17
Scanned at13 Oct
Review and Evidence
Keep reviewer decisions, provider events and attachments with each event.
- Decision
- Supporting file
- Provider event
- Review decisions
- Record attachments
- Payment evidence
- Events
- Ticket scans
- Team members
OverviewShared event attachments×
Event + Ticketing + CRM + Analytics · Review and Evidence
New
Shared event attachments
Record attachments
| Parent | Title | Evidence type | Uploaded at | Uploaded by | |
|---|---|---|---|---|---|
| Stonebridge community concert | Opening night floor plan.pdf | Venue permit | 11 Oct | Jonas Laurent | |
| Pinepath film screening | Autumn market vendor map.pdf | Floor plan | 15 Oct | Owen Haddad | |
| Morrow Ridge craft fair | Speaker series run sheet.pdf | Attendance sheet | 17 Oct | Maya Calder | |
| Blue Marsh food festival | Food festival permit.pdf | Payment receipt | 02 Nov | Nadia Costa | |
| Pinepath film screening | Concert access plan.pdf | Ticket scan report | 03 Nov | Nadia Costa |
6 of 6 records
Opening night floor plan.pdfRecord attachments · RA-35810
ParentStonebridge community concert
Evidence typeVenue permit
Uploaded at11 Oct
Uploaded byJonas Laurent
Operation Reconciliation
Check guarded actions against their recorded effects and provider evidence.
- Identity
- Effects
- Resolution
- Operation receipts
- Events
- Admissions
- Ticket scans
- Review decisions
- Payment evidence
OverviewReceipts needing review×
Event + Ticketing + CRM + Analytics · Operation Reconciliation
New
Receipts needing review
Operation receipts
| Operation key | Parent | Action | Expected revision | Failure reason | Occurred at | |
|---|---|---|---|---|---|---|
| ticket-4101-scan | Cedar Vale autumn market | Scan ticket | 660 | Ticket was already scanned | 22 Oct | |
| admission-4102-record | Harbor arts opening night | Record admission | 870 | Admission exceeds capacity | 04 Nov | |
| event-4103-close | Cedar Vale autumn market | Close event | 750 | Event has not started | 03 Nov | |
| payment-4104-verify | Blue Marsh food festival | Verify payment | 490 | Payment receipt is missing | 29 Oct | |
| review-4105-approve | Stonebridge community concert | Approve review | 820 | Review requires evidence | 22 Oct |
6 of 6 records
ticket-4101-scanOperation receipts · OR-72455
ParentCedar Vale autumn market
ActionScan ticket
Expected revision660
Failure reasonTicket was already scanned
Occurred at22 Oct
Process
From schedule to admission
Plan to admission ships ready to use. 2 steps need a named approval before the work moves on: Review event (Independent Reviewer) and Review ticket scan (Independent Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Prepare event
Set the schedule, venue, owner and capacity.
Harbor arts opening nightEVN-32024 · Event OwnerPrepare eventBy Event Owner -
Review event
An independent reviewer decides on the event revision.
Harbor arts opening nightEVN-32024 · Independent ReviewerReview eventBy Independent ReviewerApprovalIndependent Reviewer decides on the submitted event revision. -
Open event
Open approved scope for admissions.
Harbor arts opening nightEVN-32024 · Event OwnerOpen eventBy Event Owner -
Reserve admission
Hold capacity under the selected event.
Harbor arts opening nightEVN-32024 · Admission OperatorReserve admissionBy Admission Operator -
Review ticket scan
A separate reviewer decides on the submitted scan.
Harbor arts opening nightEVN-32024 · Independent ReviewerReview ticket scanBy Independent ReviewerApprovalIndependent Reviewer decides on the submitted scan revision. -
Complete admission
Record check-in after capacity and payment evidence match.
Harbor arts opening nightEVN-32024 · Admission OperatorComplete admissionBy Admission Operator
Inside a record
Check payment sources and ticket codes
Open any event to see its admissions, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Starts at, Owner and Revision.
- 2Admissions
Each line is linked to this event.
- 3Who works on it
Admin, Event Owner and Independent Reviewer, each with their own permissions.
- 4Process stages
Prepare event and Submit event, with the role that acts.
- 5Approvals
Review event and Review ticket scan, with who decides.
Events awaiting reviewHarbor arts opening night×
Event + Ticketing + CRM + Analytics · Events
Log activity
Harbor arts opening night
Review
1
Record details
Starts at13 Oct
OwnerSofia Chen
Revision950
2
Admissions
Harbor arts opening night
| Parent | Line number | Attendee reference |
|---|---|---|
| Westhaven design workshop | 570 | ATT-2026-2101 |
| Stonebridge community concert | 550 | ATT-2026-2102 |
| Pinepath film screening | 770 | ATT-2026-2103 |
- Admissions
- 6
- Total line number
- 3,510
3
Who works on it
- AdminManage Organizations, team members, Users, Venues
- Event OwnerManage Events, Admissions, record attachments
- Independent ReviewerManage review decisions
4
Process stages
- Prepare eventEvent Owner
- Submit eventEvent Owner
5
Approvals
- Review eventIndependent ReviewerApproved
- Review ticket scanIndependent ReviewerWaiting
Approvals
Decisions tied to the current revision
Give the independent reviewer access to the submission and evidence without making that person the submitting owner.
OverviewApprovals×
Event + Ticketing + CRM + Analytics · Overview
Approvals
Signed in as Independent Reviewer
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- TS-57767TKT-2026-4101Submitted3dActions
- TS-97393TKT-2026-4102Submitted1dActions
- TS-33199TKT-2026-4103Submitted4dActions
- TS-51088TKT-2026-4104Submitted4dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review eventAn independent reviewer decides on the event revision. | Independent Reviewer | |
| Review ticket scanA separate reviewer decides on the submitted scan. | Independent Reviewer |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Event + Ticketing + CRM + Analytics to the work that is theirs. Pick a role to see what it starts with.
Admin
Configures organizations, team membership and access for the event operation.
- Manage Organizations, team members, Users, Venues
- View Events, Admissions, ticket scans, review decisions, payment evidence, operation receipts, record attachments
Event Owner
Prepares schedules and capacity and initiates event changes within the assigned organization.
This is the first screen this role sees.
OverviewEvent calendar×
Event calendar
Events · Event Owner
Approved3
Harbor arts opening nightHarbor Hall auditorium
29 Oct
North Quay speaker seriesWesthaven workshop studio
03 Nov
Stonebridge community concertWesthaven workshop studio
24 Oct
Add
Open3
Cedar Vale autumn marketWesthaven workshop studio
28 Oct
Blue Marsh food festivalBlue Marsh riverfront lawn
04 Nov
Morrow Ridge craft fairMorrow Ridge exhibition room
25 Oct
Add
Independent Reviewer
Decides event and scan submissions against the current source revision.
This is the first screen this role sees.
OverviewTicket scan review queue×
Ticket scan review queue
Ticket scans · Independent Reviewer
| Ticket code | Status | Revision | Parent | Admission count | Scanned at | |
|---|---|---|---|---|---|---|
| TKT-2026-4101 | Submitted | 160 | Pinepath film screening | 17 | 13 Oct | |
| TKT-2026-4102 | Submitted | 410 | Cedar Vale autumn market | 39 | 21 Oct | |
| TKT-2026-4103 | Submitted | 220 | North Quay speaker series | 13 | 21 Oct | |
| TKT-2026-4104 | Submitted | 210 | Blue Marsh food festival | 4 | 30 Oct | |
| TKT-2026-4105 | Submitted | 770 | Westhaven design workshop | 26 | 16 Oct |
6 of 6 records
Admission Operator
Submits scans and records admission activity for open events.
This is the first screen this role sees.
OverviewEvent calendar×
Event calendar
Events · Admission Operator
Approved3
Harbor arts opening nightHarbor Hall auditorium
29 Oct
North Quay speaker seriesWesthaven workshop studio
03 Nov
Stonebridge community concertWesthaven workshop studio
24 Oct
Add
Open3
Cedar Vale autumn marketWesthaven workshop studio
28 Oct
Blue Marsh food festivalBlue Marsh riverfront lawn
04 Nov
Morrow Ridge craft fairMorrow Ridge exhibition room
25 Oct
Add
Reconciliation Lead
Checks operation results against local effects and verified provider evidence.
This is the first screen this role sees.
OverviewClosed events×
Closed events
Events · Reconciliation Lead
Completed5
Harbor arts opening nightEVN-35290
500
Cedar Vale autumn marketEVN-49786
420
North Quay speaker seriesEVN-95272
250
Add
Cancelled1
Morrow Ridge craft fairEVN-39410
170
Add
Operations Viewer
Reads schedules and completed evidence without changing decisions.
- View Events, Admissions, ticket scans, Venues, operation receipts, payment evidence, review decisions
Reports
Read capacity and outcomes together
Read event capacity, scan outcomes, decisions and evidence from the operating records.
Overview×
Event + Ticketing + CRM + Analytics · Overview
Event + Ticketing + CRM + Analytics dashboard
This quarter
Ticket scans in view
6Total admission count
114Submitted
6Events by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 24 | ||
| Review | 13 | 54% | |
| Approved | 7 | 54% | |
| Open | 3 | 43% |
Revision by status
Sample totals per stage
- 01Event capacity by status
Compare each event's capacity and lifecycle status.
- 02Upcoming event schedule
Show event starts and ends with the assigned venue and owner.
- 03Reserved versus admitted quantities
Sum admission quantities and admitted lines beneath each event.
- 04Ticket scan outcomes
Group scan status and admission count by parent event.
- 05Payment evidence by event
Show provider event type, amount and verification beside each event.
- 06Operation exceptions
List failed and review-needed receipts with their action and reason.
- 07Reviewer decisions
Show decision, revision, reviewer and reason for each event.
- 08Venue event schedule
Group event dates by venue.
Who it's for
Built for event teams
See how Event + Ticketing + CRM + Analytics fits your kind of team.
Controls
Keep action and evidence history
Each stage of plan to admission names the role that acts and the status it records, so a change is never anonymous.
OverviewPlan to admission×
Event + Ticketing + CRM + Analytics · Process
Plan to admission
Each stage, the role that acts and the status it records
Process stages
10Approval steps
2Roles involved
4Tables touched
8Submit event
Event OwnerStatusDraft → Review
RecordsEvents
Review eventApproval
Independent ReviewerStatusReview → Approved
RecordsReview decisions
Open event
Event OwnerStatusApproved → Open
RecordsAdmissions, Events
- StartEventsSubmit eventDraft → Review
- ApprovalReview decisionsReview eventReview → Approved
- StepAdmissionsOpen eventApproved → Open
- StepTicket scansSubmit ticket scanDraft → Submitted
- ApprovalReview decisionsReview ticket scanSubmitted → Approved
AI agent
Prepare work with Proto
Ask Proto to prepare event records and explain the next human decision.
It can
- Event Owner: Prepare a draft event with its organization, owner, venue, schedule and capacity for review.
- Admission Operator: Find the selected open event and show its reserved lines and submitted scans.
- Independent Reviewer: Gather the current revision, attachment visibility and provider evidence for a decision.
- Reconciliation Lead: Compare a pending receipt with linked local effects and identify a concrete discrepancy.
Stays with a person
- Proto can prepare and explain records, but the named reviewer makes approval decisions.
- A payment provider confirms its own captures and refunds.
- A local status change cannot stand in for that external evidence.
- Staff should verify the event and revision before asking Proto to continue a guarded action.
Show the open event for Saturday's performance, its submitted scans, and payment evidence still awaiting verification. Prepare the current revision for the independent reviewer.
A local status change cannot stand in for that external evidence.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tables11tables
- Event Planning7
- Venue Setup4
- Admissions4
- Ticket Scans6
- Review and Evidence6
- Operation Reconciliation6
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set the operating scope
Create the organization, team membership and venue records. Decide who owns events, who reviews them and who investigates uncertain operations.
Prepare the pilot event
Enter its schedule, capacity, owner and venue. Submit a revision, record an independent decision and open the approved event.
Rehearse admission
Reserve a place, submit a scan and complete check-in only after capacity and verified capture evidence match.
Reconcile closeout
Compare admitted quantities, completed scans and provider evidence; review pending receipts and close the actual event.
Expand deliberately
Add venues and events after the team can repeat the approval, correction and cancellation paths.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
FAQ
Questions, answered
Scope, rollout and pricing for Event + Ticketing + CRM + Analytics.
All questionsHow do I get started?
Click Get started, then use Proto to configure Event + Ticketing + CRM + Analytics for your business. Begin with one organization, one venue, one event and a representative admission and scan.
Who prepares an event?
The Event Owner enters its schedule, capacity, organization and venue, then submits the current revision for review.
Who decides whether an event can open?
An Independent Reviewer records a decision for the event's source revision. The owner opens approved scope.
Can a scan be completed as soon as it is submitted?
The reviewer decides on the submitted revision. Completion follows capacity and verified provider payment checks.
How is reserved capacity different from admission?
An admission line can be reserved before the attendee enters. Its admitted time records the actual admission.
What happens when a scan action is interrupted?
Check the operation receipt and reconcile its linked effects before another action is attempted.
How are provider payments checked?
Payment evidence holds provider identity, type, amount and verification. Confirm the event with the authoritative provider source.
Can a cancelled event keep admission history?
Yes. The cancellation path preserves admitted history and routes executed corrections through review.
Which files can reviewers see?
Attachments carry Internal or Shared visibility. Configure access for the people who need to read each category.
Set up Event + Ticketing + CRM + Analytics your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.