Task Management Made Simple
CaterSOFT gives you a clean, organised space to manage all your tasks in one place. You can create tasks for enquiries, follow‑ups,
tastings, payments, menu updates, or anything else that needs attention.
Tasks can be linked directly to events or customers, making it easy to stay on top of your day and keep your team aligned.
Examples of everyday tasks
- Follow up with a new enquiry
- Confirm tasting date
- Chase deposit payment
- Update menu selections
- Prepare event pack for the kitchen
- Call venue to confirm access times
Recurring Tasks for Smooth Operations
Some tasks repeat weekly, monthly, or seasonally — and CaterSOFT helps you automate them. You can set recurring tasks
for anything that needs regular attention, ensuring nothing is forgotten and your operations stay consistent.
Examples of recurring tasks
- Weekly stock checks
- Monthly equipment maintenance
- Quarterly menu refresh
- Regular follow‑ups with partner venues
- Seasonal marketing campaigns
- Annual price list updates
Customer Mail Shots & Email Campaigns
CaterSOFT makes it easy to stay connected with your customers through simple, effective email campaigns. You can send branded mail shots to your customer list —
ideal for promoting new menus, seasonal offers, tasting events, or special announcements.
Examples of mail shots you can send
- New seasonal menu launch
- Christmas or summer promotions
- Invitations to tasting evenings
- Special offers for returning customers
- Holiday greetings
- Venue partnership announcements
You can segment your customers, personalise your messages, and keep your brand front‑of‑mind throughout the year.
Customer Profiles & History
Every customer has a clean, organised profile where you can see their past events, enquiries, preferences, and communication history.
This helps you build stronger relationships and deliver a more personalised service.
Each customer profile includes
- Contact details
- Event history
- Notes & preferences
- Communication log
- Linked tasks
- Marketing opt‑in status
Everything you need is in one place, always up‑to‑date.
AI‑Assisted Follow‑Up Suggestions
CaterSOFT can suggest follow‑ups based on enquiry dates, event timelines, or customer behaviour.
It helps you stay proactive without needing to remember every detail yourself.
Examples of AI suggestions
- “Follow up with this enquiry — it’s been 3 days.”
- “Send a tasting reminder for next week’s event.”
- “This customer hasn’t booked in a year — consider sending a seasonal offer.”
- “Deposit overdue — follow up today.”
AI keeps your pipeline warm and your customer relationships active.
Sample CRM Dashboard Overview
Dashboard Snapshot
- Today’s Tasks: 6
- Overdue Tasks: 2
- Upcoming Events: 4
- New Enquiries This Week: 3
- Mail Shot Performance: 42% open rate
Example Tasks List
| Task |
Linked To |
Due |
Status |
| Follow up with new enquiry |
Smith Wedding |
Today |
Pending |
| Send tasting confirmation |
Patel Event |
Today |
Pending |
| Chase deposit payment |
Corporate Lunch |
Tomorrow |
Pending |
| Update menu selections |
Lewis Wedding |
Friday |
In Progress |
| Monthly stock check |
Internal |
Friday |
Pending |
Sample Customer Profile
Customer: Sarah & Daniel Smith
Event: Wedding – 120 Guests
History:
- Enquiry received: 12 March
- Tasting completed: 22 March
- Deposit paid: 25 March
- Final meeting scheduled: 10 June
Notes:
- Prefer vegetarian options
- Family has nut allergies
- Venue requires early access
Linked Tasks:
- Send final menu pack
- Confirm dietary list
- Prepare tasting notes
Marketing Status:
Opted in — receives seasonal promotions