Catering Business CRM
Manage clients, events, menus, deposits, and suppliers in one spreadsheet. The complete CRM for catering companies and personal chefs — from corporate lunches to wedding receptions. What's Included Client database with event type and history Event pipeline from enquiry to post-event invoice Menu package and guest count tracker Dietary requirements and allergy log per event Deposit and payment milestone tracker Recurring client and corporate account manager Supplier and ingredient sourcing contacts Lifetime updates Compatible with: Google Sheets and Microsoft Excel The Catering Business CRM tracks the full lifecycle of every event and every client relationship — from first enquiry to final invoice. Know what menu your corporate client ordered last quarter, which dietary requirements to plan for, and when your next payment is due. Stop managing events from your inbox. Start managing your business from a single spreadsheet. Why a Spreadsheet CRM? Catering management software is either generic (HubSpot, which doesn't understand events) or extremely expensive (Caterease at $100+/month). For catering companies and personal chefs doing 5–40 events per month, this template captures every client relationship and event detail — for a single one-time payment. Included Sheets Sheet Purpose Dashboard Events this month, revenue booked, outstanding deposits, upcoming events Clients Client database with type (corporate/private/wedding), contact, and total spend Events Full event log: date, venue, guest count, menu package, and value Pipeline Enquiries tracked from first contact to event complete and invoiced Dietary Per-event dietary requirements and allergy tracker Payments Deposit, balance, and final payment tracker with outstanding amounts Suppliers Key supplier contacts for ingredients, equipment hire, and staffing Who It's For Small catering companies and private chefs doing 5–40 events per month Corporate catering managers handling regular client accounts Wedding and events caterers managing seasonal booking peaks Compatibility Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Get it → viasheet.gumroad.com