Restaurant CRM
CRM for Restaurants: Manage Catering Leads, Corporate Accounts, and Event Bookings in One Place
Track every catering enquiry from first call to confirmed booking, automate WhatsApp follow-ups for corporate accounts, and never lose a repeat event client again.
The corporate catering opportunity most restaurants miss
Most restaurants treat corporate clients like walk-in diners. No structured follow-up, no account history, no proactive outreach before the next event season. The result is that a company that hosted their party at your venue quietly books a competitor for the next one because no one reached out first. HelloGrowthCRM treats every corporate enquiry as a long-term account with automated follow-ups timed to each client event calendar.
Each corporate account gets a dedicated record with full event history, contact details for the event manager and finance team, and a log of every conversation. When event season approaches, your sales team has a ready list of corporate clients to reach, with context on what they booked before and what they are likely to want next.
Event booking follow-up without the spreadsheet chaos
Catering enquiries come in through calls, WhatsApp, website forms, and venue referrals. During peak season a promising enquiry easily gets buried in a busy inbox. HelloGrowthCRM centralises every enquiry in a single pipeline: Enquiry Received, Tasting Scheduled, Proposal Sent, Deposit Received, Confirmed. Your team sees at a glance which events need attention and which proposals are waiting for a response.
Automated follow-ups handle the chase: a WhatsApp two days after sending a proposal, a reminder before the tasting, a deposit request after the menu is confirmed. Each touchpoint is logged automatically so your team always knows what was said and when.
Building repeat business from one-time events
The most profitable catering operations systematically re-engage clients who already trust them. HelloGrowthCRM makes this automatic: 30 days after every event, a WhatsApp message thanks the client and asks about their next occasion. Ninety days out, a follow-up checks in on upcoming quarter events. The result is a predictable stream of repeat bookings from clients who feel remembered, not just another invoice in a finance system.
Why teams choose HelloGrowthCRM
AI-powered CRM with the features you need to close more deals.
- Catering enquiry pipeline: track every event enquiry from first call through menu tasting, proposal, and deposit so nothing slips through the cracks during your busiest weeks
- WhatsApp booking confirmations: send instant WhatsApp messages to confirm event details, share menus, and collect deposits on the channel corporate clients already use
- Corporate account tracking: manage recurring clients like offices and event venues as accounts with full history of every event they have booked
- Event date reminders: automatic follow-up sequences 7 days, 48 hours, and 24 hours before each confirmed event so your team is always prepared
- Repeat client follow-up: trigger personalised WhatsApp or email check-ins 30 days after each event to book the next one before a competitor does
- Proposal and menu tasting stage tracking: know exactly where every prospect is in your sales process — enquiry, tasting scheduled, proposal sent, or deposit received
- Referral tracking: capture which wedding venues, hotels, and event planners send you the most business and nurture those relationships systematically
- No-show and cancellation recovery: automated follow-up sequences for cancelled enquiries with a re-engagement offer at the right moment
- Revenue forecasting for events: see your confirmed and pipeline event revenue for the next 60 and 90 days before the month starts
- Multi-outlet support: manage catering leads and corporate accounts across multiple restaurant locations from one unified dashboard