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What this looks like in practice

Field Sales App for Restaurants: Log the Venue Recce Where the Venue Is

Catering sales does not happen at a desk. It happens in an office park reception explaining a per-cover menu to an admin manager, in the parking area of a farmhouse working out where the service counters will stand, and at a society clubhouse checking whether there is a three-phase point anywhere near the kitchen. All of it currently comes back as a verbal update in the evening, after service has started, when nobody is in a position to write anything down.

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What the drive back loses

The recce is the most information-dense hour in a catering sale and the least recorded. Whether the venue has a service lift. How far the vehicle parks from the kitchen. Whether there is running water. What time housekeeping locks the hall. How many it actually seats against how many the client claims. The coordinator knows all of it on the drive back and remembers half by the time the proposal is written.

Corporate visits leak the same way. Someone spends a morning across three offices in the same business park, and the CRM shows nothing until it is typed up on Friday, if it is. The admin who said to come back after their budget cycle closes in April is a line in a diary. When that person moves on, the diary moves with them, and an account you had already opened restarts as a cold call to a switchboard.

The record is created at the venue

The mobile app opens the account at the gate. The rep checks in with GPS at the venue, photographs the kitchen access, the power point and the service area straight onto the enquiry, records the seating count, and closes the visit with an outcome and a dated next step before starting the car. Visits are planned as a beat, so the business park on Tuesday and the wedding venues and planners on Thursday become coverage you can see against a plan. Work captured in a basement banquet hall with no signal syncs when the phone reconnects.

More on the capability itself: Field Sales App. More on this industry: CRM for restaurants.

A Thursday around the wedding venues

Four calls, one farmhouse recce, nothing written up later.

  1. 1The day opens as a map: two banquet venues, a wedding planner's office, and a recce for a December outdoor date.
  2. 2At each stop the rep checks in, logs who they met, and records what referral terms were discussed on the account.
  3. 3At the farmhouse, photographs of the kitchen area, the power point and the service lawn attach to the enquiry with the cover count.
  4. 4Every visit closes with an outcome and a next step, so whoever writes the proposal on Friday finds it all there.

Everything here is on the Growth plan at ₹899/user/month + GST on annual billing. No module pricing, no per-rule charge, no minimum seats, and a Free Forever plan with one user and 200 leads to test it on.

The rest of the stack for this team

Other teams using the same thing

Questions teams ask

Start on the free plan

One user, 200 leads, no card and no expiry. Enough to run the workflow above end to end before you involve anyone else.

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