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  1. Event + Ticketing + CRM + Analytics
  2. Get started
Get started

Get Event + Ticketing + CRM + Analytics running in four steps.

Prepare a first event cycle with a clear owner and reviewer.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Event + Ticketing + CRM + Analytics. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Event + Ticketing + CRM + Analytics in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create the account your team will use. Use Proto to configure the event operation, then link each team member to the right organization and platform user.

Prepare the first operating cycle

Choose one venue and one event with a known schedule and capacity. Name an Event Owner, Independent Reviewer, Admission Operator and Reconciliation Lead. Agree how staff enter ticket codes and how the team checks capture evidence with its payment provider. Enter a draft event and rehearse its review before opening it.

Review before release

Try a valid admission, an over-capacity scan, an unverified provider event and a repeated operation key. Inspect the decisions and receipts. Compare admitted lines with verified captures, then close the pilot event. Check permissions and attachment visibility with each role before the next event goes live.

Set up Event + Ticketing + CRM + Analytics your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started