Great catering sales is all about staying in front of the right people at the right time. CRM Sales Pro gives your team the tools to do it at scale — without the manual effort. From the first call to the booked event, every touchpoint is tracked, templated, and automated so nothing falls through the cracks.
Your reps shouldn't have to leave the CRM to make a call. With built-in VoIP, they can dial any contact directly from their profile or work through a task queue without touching a separate phone app. Incoming calls are routed to the right rep automatically — so no call slips through the cracks.
The moment a call ends, the work is already done. Call recordings, duration, outcomes, and rep notes are automatically saved to the contact record. Your whole team can see the full call history at a glance — no manual logging, no "what did we last talk about?" before the next call.
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Stop scrolling through your full contact database. Marketing Lists let you filter by any combination of criteria — event history, contact type, activity, and more — to zero in on exactly the right audience. Save your best filters as reusable templates so your team can run the same targeted list again in seconds without rebuilding it from scratch.
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Once you've got the right contacts, act on them instantly — without switching screens. Enroll the entire list into a Sequence to kick off automated follow-up, send a targeted bulk email campaign, or create call or to-do tasks in bulk for your reps to work through. One list, endless ways to engage.
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Keep everyone sending on-brand, on-message emails with a shared template library. Create templates for sequences, Gmail outreach, and bulk campaigns — each with a Draft or Published status so only polished, approved templates reach your contacts. Set a template as Private when it's just for you, or Public so every rep on the team can use it.
Every template supports merge tags that automatically fill in the contact's first name, company, phone number, address, and your rep's signature — so even a bulk send feels like it was written just for them. Use the same template across Gmail, a Sequence, or an email campaign and let the merge tags do the personalizing for you.
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A great follow-up sequence shouldn't live in one rep's head. Build multi-step workflows that combine emails, to-do reminders, and call tasks — with custom delays between each step — so your team executes the same proven playbook every time. Once a sequence is built, anyone can use it. And once contacts are enrolled, it runs itself.
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The moment a contact replies to a sequence email, they're automatically unenrolled — so your reps never send an awkward follow-up to someone who already responded. Enroll contacts one at a time or in bulk from a Marketing List. Every email and task fires at the right time based on your rep's timezone, so outreach always lands during business hours.
Every call, email, task, and note your team has ever had with a contact — in one scrollable history. No more asking "what did we last say to them?" before picking up the phone.
Create to-do and call tasks from any contact record, sequence step, or marketing list action. Assign due dates, set reminders, and keep every rep's pipeline moving.
Send emails directly from the CRM using your connected Google account. Insert email templates with one click and track every message against the contact record automatically.
Track what happened on every call with customizable outcomes — "Left Voicemail," "Booked Meeting," "Not Interested," and more. Reorder, rename, or hide outcomes to match how your team actually works.
See exactly how each sequence is performing — total contacts enrolled, currently active, and completed. Know which playbooks are working and which ones need a tune-up.
Skip enrolling contacts one at a time. Build a Marketing List, select your audience, and enroll dozens of contacts into a sequence in a single action.
Export any contact list, sequence report, or filtered result to Excel whenever you need to share data outside the system or hand it off to another team.
Control which team members have access to Sales Pro features like VoIP calling and sequence enrollment. Assign seats, adjust access, and scale your sales operation as your team grows.
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"CaterZen is just hands down a great tool. In 3 months we had tripled catering sales. So much to the point that our slow season was SLAMMED!"
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