Hartwell Launch
$8,400
Hartwell Group
Aug 22, 2026
140 guests
Call today
Prep Station
For catering sales teams
Turn every inquiry into a real opportunity Keep the deal alive through every quote
Prep Station gives caterers a deal-first CRM pipeline where web inquiries, quote revisions, estimated value, and scheduled follow-ups stay on one opportunity until it is won or lost.
No credit card required · CRM included on paid plans · Cancel anytime
Catering opportunities
Pipeline board · Central Kitchen
New Inquiry
$13.6k
Mason Family Reunion
$5,200
Elena Mason
Sep 6, 2026
85 guests
Review inquiry
Quote Sent
$24.6k
Northstar Studios Launch
$14,800
Northstar Studios
Sep 18, 2026
220 guests
2 quotes
Follow up · Jul 14
Bennett Conference
$9,750
Bennett & Co.
Oct 2, 2026
160 guests
1 quote
Send revision
Engaged
$18.2k
Fielding Wedding
$12,600
Sam Fielding
Oct 12, 2026
180 guests
3 quotes
Confirm deposit
Atlas Design Opening
$5,600
Atlas Design
Nov 8, 2026
75 guests
1 quote
Review menu
Won
$12.6k
Civic Arts Gala
$12,600
Civic Arts Council
Aug 9, 2026
190 guests
2 quotes
Lost
$9.2k
Harbor Association Gala
$9,200
Harbor Association
Sep 27, 2026
130 guests
1 quote
Why caterers use a CRM pipeline
01
Protect every lead
Website inquiries become active opportunities with an owner, value, and next action instead of disappearing in an inbox.
02
Forecast the real deal
Keep guest count, estimated value, stages, and every quote revision under one opportunity.
03
Build the follow-up habit
Schedule activities directly or apply a standard plan from a reusable account template.
No credit card for the live demo
See opportunities linked to real quotes
Cancel anytime
The inquiry is only the start
A quote is not the deal. It is one conversation inside the opportunity.
Catering buyers revise dates, menus, headcount, and scope before they commit. Treat every PDF as a new lead and your forecast fills with duplicates while the actual relationship gets harder to follow.
Take catering sales seriously
One opportunity should survive every revision, preserve the next action, and hand the winning quote to operations without another rebuild.
Northstar Studios Launch
Northstar Studios · Quote Sent
$14,800
- Event
- Sep 18, 2026
- Guests
- 220
- Source
- Web
- Next action
- Follow up · Jul 14
Related quotes
-
SO202607-0039 · Cocktail reception
Quote
$12,400
-
SO202607-0046 · Reception + stations
Quote
$14,800
-
SO202607-0051 · Premium bar option
Draft
$17,250
Deal first, quote second
Revise the proposal without duplicating the opportunity
Keep multiple quotes under one opportunity. Guest count and estimated value stay visible for capacity planning while quote status can move the pipeline stage automatically.
- Revised quotes do not inflate the number of active deals
- Guest count and estimated value remain on the opportunity
- Quote status keeps the board closer to reality
Follow-up plans
Give every new opportunity a next move
Schedule activities around the event, then use account templates to repeat the plan. When automatic scheduling is enabled and an event date is present, Prep Station can add the configured event-relative follow-ups.
Open the live demo to see CRM activities alongside the opportunities and quotes they support.
Follow-up activity templates
Scheduled relative to the opportunity event date
-
Check in with client
7 days beforeCall · due at 9:00 AM
-
Confirm final headcount
3 days beforeCall · due at 9:00 AM
-
Post-event follow-up
2 days afterEmail · due at 9:00 AM
The relationship stays human
Let the pipeline remember the next step
The sales conversation can stay personal because the opportunity holds the source, value, quote history, and next activity behind it.
Recently closed opportunities
Central Kitchen
Fielding Wedding
Fielding Family
$12,600
Won
Atlas Design Opening
Atlas Design
$5,600
Won
Harbor Association Gala
Harbor Association
Loss reason: Event date was no longer available.
$9,200
Lost
Close the loop
Keep an honest record of the outcome
Mark each opportunity won or lost. When a deal is lost, add the reason so the outcome stays available for manager review instead of disappearing from the board without context.
When the client is ready, build the operational detail in sales orders and quotes. Capture new demand through your online storefront.
Questions catering sales teams ask
Straight answers about opportunities, quotes, follow-ups, and pipeline stages.
What is an opportunity in Prep Station CRM?
An opportunity is the deal record for a catering inquiry. It keeps the customer, event details, estimated value, guest count, activities, and related quotes together as the deal moves through the pipeline.
Can one opportunity have multiple quotes?
Yes. Revised or alternative quotes stay linked to the same opportunity, so a menu change does not create another deal or inflate the pipeline.
Does the pipeline update when a quote changes?
Yes. Quote status can move the opportunity stage automatically, keeping the board aligned with the sales work without duplicate status entry.
Can website inquiries enter the CRM automatically?
Yes. Prep Station's Contact Us form creates an opportunity instead of leaving the inquiry as an untracked email.
How are follow-ups scheduled?
Schedule an activity for a specific date, or use account templates for event-relative follow-ups. Automatic scheduling requires an event date and the account setting to be enabled.
Can we record why a deal was lost?
Yes. Mark opportunities won or lost, and add a reason when a deal is lost so managers can review where business is slipping.
Does the live demo require a credit card?
No. The live demo does not require a credit card, and you can cancel anytime.
Prep Station
Give every catering inquiry a next step
Keep opportunities, quote revisions, values, and follow-ups together until the business is won or lost.
No credit card required · Cancel anytime