For · By role · Sales
For sales: from inquiry to approval, faster.
Proposal templates, client history, email approval and payment link.
- “A proposal takes me an hour.” Templates per event type Start from a template or a past event, adjust, send.
- “The client said yes, but the deposit never comes.” Approval and payment link Email approval and online payment in one send.
- “I can’t find what we served last year.” Client history Every client’s events, orders, invoices and emails, in one place.
What changes for you
CRM: clients and companiesRecords tied to events, orders and invoices.
Filtered listsTrack and measure your sales efforts by your own criteria.
Online quote request formRequests arrive complete, straight into CM.
Calendar in syncGoogle Calendar or Outlook Calendar, whichever you use.
Tame the chaos of your catering operation.
45 minutes with an expert, using your own menus and events.