Sell. Market. Service. A simple, yet robust CRM database for all your catering prospects and customers that allows you to keep up with your most valuable asset: your relationships and sales. Everything about everyone in one easy-to-use integrated interface.
Import, group and manage relationships with your database of potential catering clients.
With the fortune being in the follow up, you need a place to house prospects and stay in front of them with email, to-dos, meetings and calls.
The professionals you sell to expect you to look and act like a top-notch organization.
By accessing client orders, proposals, invoices, and more in seconds, you eliminate stress for your clients.
By easily placing duplicate catering orders, you become their "go-to" caterer of choice.
Whether a client has one or multiple delivery addresses, our CRM will help keep up with all of them.
Instantly view all orders sent to a location with a few mouse clicks.
Via Braintree Payment Solutions, a PayPal company, keep all of your clients' credit cards safely vaulted and ready for processing via our software.
Easily access, use, delete and update credit card data without compromising security.
Allow each team member to connect their Gmail or Google-managed email address to our system. Send and receive emails and attachments and have them catalogued in the CRM for easy reference.
Add clients and prospects to one or multiple groups for targeted calling, mailing or management. Target your way to more catering sales.
With our built-in VoIP system, you can click-to-call any contact and instantly record the conversation and have it saved in the CRM record for training and quality assurance purposes.
Import and export contacts and databases via a spreadsheet. With our "undo" feature, you can reverse or restore any single or group import or contact deletion.
View whether a deposit has been created, and whether it has been applied to the customer's payment.
All clients are not created equally. Instantly see first order date, last order date and lifetime client value. Know which clients deserve a little extra attention.
Create, view, convert and edit catering orders, proposals and deposits within the CRM for each contact. Start-to-finish order management in one convenient place.
Upload and attach documents to a contact record to keep all relevant assets in one place for quick reference.
Allow specific clients to place orders online through your CaterZen account for specific menus but keep the menu hidden from other clients.
Never miss an important detail. Highlighted notes allow you to catalog the most important pieces of information for instant access via client record review or order taking.
“We are much more productive and working at a higher efficiency thanks to the online ordering and CRM database. All orders and contact information are in one place. Creating quotes and invoicing is a breeze and now our entire team can work through the same system effortlessly.""