A full CRM, built for catering
Manage all your customers on a sales pipeline board. Create pipelines, add your own steps, label and categorise leads, and guide every customer from first contact to confirmed booking.
Some are still browsing, others asked for a brochure, and others want to book this week. Instead of keeping all that in your head, you see the whole pipeline on one board and move each customer to the next step as the conversation progresses.
In short
- Multiple pipelines side by side: prospects, regular customers, meal service
- Add steps, rename them, and reorder them per pipeline
- Drag customer cards from step to step on the board
- Mark a card as Won or Lost with one click
- Put customers you are not currently approaching into a separate column, so the board stays clear
- Label and categorise customers so no lead slips through the cracks
- Open a card and jump straight to the customer record with the full order history
Build the pipeline that fits how you sell
Create as many pipelines as you need: prospects, regular customers, meal service sign-ups. Give each pipeline the steps you actually use. Inbox, Brochure sent, Venue visited: whatever fits the way you work. Add steps, rename them, and put them in a different order; nobody has to force their sales process into a fixed template.
Move customers forward, or mark them won or lost
Drag a customer card from one step to the next as the process moves forward. As soon as a booking comes in, mark the card as Won. If it falls through after all, mark it as Lost and keep the record without cluttering the board. Customers you are not actively approaching right now sit in a separate column, so the board only shows the opportunities that are genuinely current.
Open a card and see the whole customer
Click a card and the customer record opens right away. You see the complete record: contacts, delivery arrangements, payment terms, and the full history of every enquiry, quote and completed order. No jumping between screens to work out what this customer ordered last time or what you agreed.
This is how Catermonkey becomes a full CRM
With labels, pipelines and various other ways to categorise customers, you never lose a lead again. Everything that tracks a relationship, from first contact to repeat booking, lives in one place instead of scattered across inboxes and spreadsheets.
Want to see this working in your own account?
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