A CRM that fills itself from your enquiries
Most catering CRMs are an empty database you are expected to feed. This one fills itself: an enquiry arriving by chat, form or forwarded email becomes a client record and an event, with the date, headcount and dietary notes already attached.
The problem with a CRM you have to feed
A caterer's client list usually lives in three places at once — an inbox, a phone, and a spreadsheet somebody started in March. Nobody updates all three. The CRM goes stale, and once it is stale it is faster to search the inbox, which is how it dies.
The fix is not discipline. It is that the record should already exist by the time you think to look for it.
What happens
- An enquiry arrives — site chat, your web form, your intake address, or an email you forwarded on.
- A client record is created, with the contact details the enquiry carried.
- An event is created alongside it, with date, venue, guest count and dietary notes.
- The pipeline tracks it from enquiry through quoted, confirmed, in prep, delivered and completed.
- Nothing is retyped. The same record carries through to the menu, the quote, the invoice and the client portal.
What it is honest about
Repeat clients are linked to their history, so you can see what they ordered last time and what it cost. What it will not do is score leads or predict who will buy — that is guesswork dressed as data, and a caterer with forty clients does not need a model to tell them which ones matter.
Questions people ask
Does it replace my spreadsheet of clients?
Yes, and you can import it. Clients, events and their history live in one place, and new enquiries create their own records without you typing them in.
Can I add a client manually?
Yes. Most arrive from enquiries, but you can add a client by hand, or import a CSV, and they behave identically afterwards.
Does it work for repeat corporate clients?
Yes. A repeat client keeps one record with every event under it, so you can see what they ordered last time and what you charged before you quote the next one.
Ten minutes gets a real event in — your menu, your prices, a quote you could send. The 14-day trial takes no credit card.