OCCASION FEATURE
CRM System
Build stronger client relationships with an integrated CRM that tracks every interaction.
Complete client history.
Automated follow-up reminders.
Lead nurturing tools.
A simple, smart CRM built for caterers
CaterSoft includes a lightweight, intuitive CRM designed specifically for catering businesses. It helps you stay organised, manage your daily and recurring tasks, and keep in touch with your customers — without the complexity or clutter of traditional sales CRMs. Everything is streamlined, practical, and built around the real workflows of modern caterers.
Task management made simple
CaterSoft gives you a clean, organised space to manage all your tasks in one place. You can create tasks for enquiries, follow-ups, tastings, payments, menu updates, or anything else that needs attention. Tasks can be linked directly to events or customers, making it easy to stay on top of your day and keep your team aligned.
Examples of everyday tasks
- Follow up with a new enquiry
- Confirm tasting date
- Chase deposit payment
- Update menu selections
- Prepare event pack for the kitchen
- Call venue to confirm access times
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