Three words on a docket, six weeks later
Catering decisions are slow and the notes taken about them are fast. A company shortlists three caterers in September for a December party, disappears while budgets are approved, and calls back after the coordinator has run an entire festive season in between. The record says called, sending menu. It does not say they needed jain and halal options on one buffet, that their office has no service lift, or that the rate was fine and the minimum guarantee was not.
The pattern across a season disappears the same way. If enquiries went elsewhere because the date was already held, that is a capacity problem worth solving with a second seating. If they went because a competitor threw in live counters, that is a menu problem. With notes written in three words by three people between services, neither is visible, and the same objection is met unprepared every single time.
A brief before the dial, a record after it
Before the call, the agent pulls the last conversation, the menu and rate that were shared, the objection raised and the promise made into a summary the coordinator reads in ten seconds while walking to the office. After the call, rushed notes become a structured entry on the enquiry that the chef or the owner can actually read, with a suggested next step and a drafted follow-up message the coordinator edits before sending. Nothing reaches a client without a person approving it. Over a quarter, recurring loss reasons surface as themes rather than as anecdotes.
More on the capability itself: AI Call Agent. More on this industry: CRM for restaurants.
Reopening a December enquiry in October
The company that went quiet in September rings back.
- 1The brief opens with what was quoted, the covers discussed, and the two dietary requirements they raised on the first call.
- 2The coordinator answers the minimum guarantee question first, because that was the real objection rather than the rate.
- 3Notes taken after the call become a summary on the enquiry, with a tasting date as the next step.
- 4A follow-up message carrying the revised menu is drafted, checked by a human, and sent from the same record.
One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.
What else this team uses
The same capability, other industries
Questions teams ask
Try it on your own data
Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.