Contacts and CRM pipeline

CaterCloud's CRM tracks your clients, leads, and prospects. The pipeline view shows where each contact is in your sales process.

Adding a contact

1. Go to Contacts → New Contact
2. Enter name, email, phone, and organisation
3. Tag them (e.g. Corporate, Wedding, Regular) for easy filtering
4. Click Save

Contact types

• Lead — potential client who hasn't booked yet
• Client — has at least one confirmed event
• Prospect — in discussion, no quote yet

The pipeline view

Go to Contacts → Pipeline to see your contacts arranged in Kanban-style stages:

• New Lead → Contacted → Quoted → Negotiating → Won → Lost

Drag cards between columns to update the stage. Each stage can have automated follow-up sequences triggered.

Linking contacts to events

When creating an event, the client field links to a contact record. All events for that client are visible from their contact profile.

Contact activity feed

Every contact has an activity feed showing:

• Events booked
• Quotes sent and their status
• Emails and SMS sent
• Notes added
• Form submissions

Importing contacts

Go to Contacts → Import to bulk-import from a CSV. Map your CSV columns to CaterCloud fields in the import wizard.

Tags and segments

Tags let you group contacts for bulk actions. Go to Contacts → Tags to manage your tag list. Tags are used to target sequences (e.g. send a Christmas email to all Corporate contacts).