Most catering operations run four systems that each hold part of the truth: a website form, an event system, a CRM and an accounting package. Nobody can produce a single trustworthy number for what is actually booked next month, because no one system knows. This page is about fixing that, not about buying more software.
What catering CRM automation looks like
- Enquiries land once. Web forms, phone and email all create the same record, with the source attached.
- Quotes tracked to a decision. Sent, viewed, won or lost — visible without asking anyone.
- Events and deals stay in step. A date or headcount that changes in one place is true in the other.
- Deposits and invoices reconciled so the pipeline number and the ledger number agree.
- One forecast you can trust. Booked revenue for next month, from one place, without a spreadsheet.
How it fits together
One event, entered once.
Your booking software stays the system of record. Everything downstream updates itself.
How the data gets out
Depending on your setup and licence, that means scheduled exports, the reporting layer, or a database copy you already own. The teardown establishes which route is available before anyone commits to a build, and if none of them work, you find out for the price of a teardown rather than a project.
Timeline and cost
A single-direction sync is usually an Integration Sprint: fixed fee, thirty days, live in production with documentation and alerting. Bidirectional syncs and multi-system builds are scoped after the teardown. If you’d rather start smaller, the Ops Teardown maps every system and handoff for a fixed $3,500 and carries no obligation to have me do the work.
Start with a conversation
Tell me what you’re running and what isn’t talking to what. I’ll tell you whether it’s a teardown, a sprint, or something you can fix yourself in an afternoon.
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