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
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+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at [email protected] and WhatsApp for quick questions. Most issues are resolved within a few hours.
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