Overview
CRM Sales Pro helps your team manage catering sales follow-up directly inside your CaterZen CRM.
With CRM Sales Pro, your team can make calls, track call activity, use email templates, build marketing lists, and manage follow-up tasks in one place. This helps your sales and catering teams stay organized, follow up consistently, and keep better visibility into Customer activity.
CRM Sales Pro is designed for catering teams that want a more structured way to manage outreach, rebooking, quote follow-ups, and repeat catering opportunities.
Why Use CRM Sales Pro
Many catering opportunities are lost because follow-up is inconsistent or spread across too many places. CRM Sales Pro helps bring your sales activity into CaterZen so your team can see what happened, what needs to happen next, and who is responsible for the follow-up.
With CRM Sales Pro, your team can:
- Make and receive calls from inside CaterZen
- Track call notes, call outcomes, and recordings
- Create follow-up tasks after calls
- Use email templates for consistent Customer communication
- Build marketing lists for targeted outreach
- Review sales activity and follow-up history from the CRM
This gives your team a clearer process for managing catering leads, quotes, rebooking reminders, and Customer outreach.
What CRM Sales Pro Includes
| Feature | How It Helps |
|---|---|
| Click-to-Call | Make calls directly from CRM contact records and task lists. |
| Inbound Calling | Receive calls through your assigned CRM Sales Pro phone number. |
| Call Recording | Review calls for training, coaching, and follow-up accuracy. |
| Call Outcomes | Track what happened on each call, such as connected, no answer, left voicemail, or follow-up needed. |
| Call Notes | Save notes from each conversation directly to the related CRM record and task history. |
| Follow-Up Tasks | Create and manage next steps so catering leads and quotes do not get missed. |
| Marketing Lists | Segment contacts for targeted outreach, rebooking campaigns, holiday promotions, and lost Customer follow-ups. |
| Email Templates | Send consistent messages for outreach, thank-you notes, quote follow-ups, and catering promotions. |
| Reports and Exports | Review call activity, outcomes, recordings, and team follow-up activity. |
Twilio Requirement
CRM Sales Pro uses Twilio to power calling, call forwarding, voicemail, and call recordings. To use the calling features in CRM Sales Pro, your location will need a connected Twilio account and phone number for each user. Twilio usage fees are billed separately by Twilio and are not included in your CaterZen subscription.
During setup, CaterZen Support will walk you through the Twilio connection process and help confirm the correct phone setup for your team.
Call Recording Notice
CRM Sales Pro includes call recording tools. Call recording laws may vary by state or region, so your business is responsible for understanding and following the rules that apply to your location.
During setup, you can use a call recording notice to let callers know that calls may be recorded.
Example:
“This call may be recorded for training and quality purposes.”
CaterZen Support can help you review where this message is used during the phone setup process.
Who Should Use CRM Sales Pro
CRM Sales Pro is a good fit for:
- Catering managers and sales teams who make outbound calls
- Teams that follow up on quotes, inquiries, or past catering Customers
- Restaurants growing off-premise sales
- Multi-location brands that want better sales tracking and visibility
- Owners or managers who want to review call activity and follow-up performance
How to Get Started
To enable CRM Sales Pro, contact CaterZen Support and let us know you would like to activate the module.
Once activated, your next steps are:
- Connect Twilio for CRM Sales Pro
- Set up your CRM Sales Pro phone number and forwarding options
- Review your call recording notice
- Start making and receiving calls inside CaterZen
- Use tasks, notes, outcomes, and reports to manage follow-up activity
Next Steps
After CRM Sales Pro is activated, continue with these related setup and training articles:
Summary
CRM Sales Pro helps your team manage catering sales communication directly inside CaterZen.
By combining calling, call notes, outcomes, recordings, marketing lists, email templates, and follow-up tasks, CRM Sales Pro gives your team a more organized way to manage Customer outreach and catering sales opportunities.
Contact us today at support@caterzen.com to learn more and activate CRM Sales Pro for your locations.
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