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Deal Pipeline for Restaurants: Every Catering and Private Dining Enquiry on One Board

A restaurant's real sales pipeline has nothing to do with tables of two. It is the office lunch for eighty, the anniversary in the private dining room, the wedding-week outdoor catering, and the corporate account that books four times a year. Those enquiries arrive by phone, by WhatsApp and across the billing counter, get discussed with the chef, and then live in somebody's memory until the date arrives or quietly does not. The deal pipeline gives each one a stage, an owner, a value and a date.

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A held date is not a confirmed booking

The most expensive habit on a restaurant events desk is holding a Saturday on a phone call. A family asks about the private room for the twenty-second, it gets pencilled into the reservation book, the coordinator assumes it is happening, and two other enquiries for the same evening are turned away. Ten days later the family books a banquet hall instead, and a prime date is empty at short notice with nobody to sell it to.

The reverse leak is quieter. A corporate enquiry for a hundred-and-twenty-cover offsite gets a menu on WhatsApp and then nothing, because the coordinator spent the weekend expediting on the pass. Nobody can say whether it is dead, waiting on their budget approval, or waiting on us. At the end of the month the owner asks what is booked for the next one and gets a number assembled from memory and optimism.

Stages defined by what the client actually did

Build the board around events anyone can verify: enquiry received, menu shared, tasting scheduled, tasting done, proposal sent, advance received, confirmed, headcount locked, event delivered. Each enquiry carries its date, cover count, the space it needs and its owner, so two enquiries for the same Saturday sit visibly against each other before either is promised anything. Ageing flags the proposal untouched for a week. Closing an enquiry as lost asks why, and over a season those reasons separate a pricing problem from a capacity problem from a follow-up problem.

More on the capability itself: Deal Pipeline. More on this industry: CRM for restaurants.

One office party, enquiry to headcount

A company admin calls on a Tuesday about a year-end lunch.

  1. 1The enquiry is created with the date, ninety estimated covers, the private dining room, and the admin as contact under the company account.
  2. 2Menu options go out, the stage moves to proposal sent, and a follow-up task lands three days later.
  3. 3A tasting is booked for two people from the company, and the chef sees it on the calendar rather than hearing about it that morning.
  4. 4The advance arrives, the stage becomes confirmed, and a task to lock the final headcount opens two days before the date.

Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.

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Run it once, with real records

The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.

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