A CRM that speaks catering, not generic sales
Generic CRMs are built for pipelines of identical deals. Catering isn't that: an enquiry is a specific event on a specific date, with a menu, a guest count, dietary needs and a venue. Forcing that into a sales CRM means the useful details live somewhere else — and the CRM becomes a second place to keep notes nobody updates.
Savrsoft's CRM is the event itself. The enquiry, the client, the proposal, the approval, the invoice and the margin are one connected record — so following up, re-booking and knowing which clients are actually profitable takes no extra data entry.
What you get
Everything below is included — one app, one price.
Online enquiry capture
Share or embed an order form; requests land in your dashboard as inquiries ready to quote.
Client records
Every client, contact, event and invoice in one profile — no more scattered emails.
Proposals & approvals
Send branded proposals; clients approve or request changes online, no back-and-forth.
Client portal
One link per client shows all their events, proposals and invoices, with your branding.
Repeat bookings
Duplicate a past event to re-book a returning client in seconds.
See who's worth it
Margin tracked per client and event, so you know which accounts to chase.
From first enquiry to repeat client
- Capture. An embeddable order form turns website visitors into quotable enquiries automatically.
- Qualify & quote. Turn an enquiry into a proposal with a costed menu and per-head pricing in minutes.
- Approve. Clients approve online and pay a deposit; the event flips to confirmed without an email thread.
- Retain. The client portal keeps everything in one branded place, and one-click repeat re-books returning accounts.
Because every proposal, invoice and event margin ties back to the client, you can see lifetime value per account — and spend your follow-ups on the clients worth keeping.
Frequently asked questions
Do I need a separate CRM with Savrsoft?
No. Savrsoft includes catering-specific CRM: online enquiry capture, client records with full order history, proposals with online approval, and a client portal — all tied to the same events you cost and invoice.
How do enquiries get into the CRM?
Share your catering-request link or embed it on your website. Submissions create a client and an inquiry-status event in your dashboard, ready to quote.
Can clients see their events and invoices?
Yes. Each client gets a single portal link that shows all their events, proposals and invoices — branded to you, no login required.
What does it cost?
$29.99/mo, or $19.99/mo for registered non-profits, with a 14-day free trial and no card required.
Try Savrsoft free for 14 days
No credit card required. $29.99/mo, or $19.99/mo for registered non-profits.
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