A catering business is built on relationships. Client records keep every detail - contacts, addresses, dietary preferences, past events, and notes from every conversation - organized and instantly findable. When a client calls, you know who they are and what you've done for them before they finish introducing themselves.
Organization & individual clients
Create client records for organizations (companies, nonprofits, venues) and for individuals (couples, private hosts). Link multiple contacts to an organization so you always know who to call for a specific event - the CEO for the gala, the office manager for the weekly lunch.
Contacts, addresses & notes
Store multiple contacts per client - names, emails, phone numbers, and roles. Add delivery and billing addresses, and keep running notes on client preferences, dietary needs, and anything worth remembering for the next event.
Tags for your most important clients
Tag clients as VIP, Repeat Client, Corporate Account, or any label that matters to your business. Filter your client list to find the right accounts quickly - no scrolling through a flat list of hundreds of names.
Per-client activity timeline
Every proposal sent, event booked, and note added is recorded on the client's timeline in chronological order. When you're preparing for a renewal conversation or answering a billing question from two years ago, the full history is right there.
From first contact to loyal client
Add the client
Create a client record the moment someone reaches out - organization or individual, with name, email, and phone. The record is ready to link to events and proposals immediately.
Capture contacts & notes
Add the right contacts for each department or role, along with any notes from your first conversation. Dietary restrictions, preferred service style, billing contacts - anything worth keeping.
Link events & proposals
Every event and proposal for this client is linked to their record automatically. You can see everything you've done for them in one view.
See the full history
Review the complete timeline before a renewal call, a new proposal conversation, or any client interaction. Walk in knowing exactly what the relationship looks like.
Ready to run catering the modern way?
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