Centric Events
One connected system from first enquiry to final invoice for a Phoenix live events company
Integrated Lifecycle and Financial Intelligence for Centric Events
Centric Events & Rentals is a full-service live event production company based in Phoenix. From corporate conferences and concerts to luxury weddings and brand activations, it combines audio, lighting and video production with premium event rentals. Visiomate connected its sales, projects, contracts and finances on Odoo.
What They Were Up Against
Every event passed through several disconnected steps, and margin was lost between them.
Lead Leakage
Enquiries arrived through the website, phone, referrals and ads, with no single place to track them.
Re-keyed Data
Details were typed again between the CRM and projects, so errors crept in.
Manual Contracts
Contracts were prepared by hand, which risked mismatches with approved sales orders.
Margin Erosion
Hidden costs, like sub-rentals, cut into profit before anyone noticed.
What We Built
One workflow runs from the first enquiry through the event to the final invoice.
Website forms, Dialpad calls and other sources land in one CRM, with the salesperson assigned automatically.
Confirming a sales order creates the project, with tasks generated from templates for conferences, concerts, weddings, rentals and special events.
Contracts generate straight from the sales order using client templates, with the products and services filled in.
Emails, calls and texts log automatically against each lead, company and contact.
Real-time alerts flag "margin killers" such as sub-rentals, and every change order is tracked, approved and billed.
Project managers and executives see live profitability and KPIs instead of guesswork.
A Dramatic Transformation
Centric Events now sees margin while the job is still running, not after the invoice.
Of change orders tracked, approved and billed
Margin target, protected by real-time "margin killer" alerts
Of data entered once, with no manual re-entry from lead to final invoice
Every lead is tracked from first contact to final invoice
Every event follows the same standard process and audit, every time
Leadership decides on live KPIs instead of guesswork
See what we've built for our clients
Want to discover more?
- See the EcoZohm manufacturing storyOdoo ERP for a sustainable LED lighting manufacturer, live in seven weeks.
- Read the Net Atlantic storyA rebuilt email marketing platform, 35% faster campaign deployment.