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, create automated Sales Sequences, 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.
An active CRM Sales Pro license is required to use these features. Contact CaterZen Support to learn more about adding CRM Sales Pro to your account.
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
- Create Sales Sequences that combine automated emails with personal follow-up tasks
- 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 | Find and group contacts for targeted outreach, rebooking, holiday promotions, and past Customer follow-up. |
| Email Templates | Prepare reusable messages for outreach, thank-you notes, quote follow-ups, and catering promotions. |
| Sales Sequences | Schedule a series of automated emails, Call Tasks, and To-Do Tasks for enrolled contacts. |
| 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, each CRM Sales Pro user must have their own Twilio account connected in CaterZen and a phone number set up for their use. This keeps calling activity, forwarding settings, voicemail, recordings, and reporting tied to the correct 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. For setup instructions, see CRM Sales Pro: Connect Twilio.
Google Integration Requirement
Automated Sales Sequence emails require the Google integration because they send through your connected Gmail account.
Each user who will send automated Sequence emails needs to connect the Google account they will use for that outreach. The Google integration also allows you to send and track emails from Customer contact records in the CRM.
Connect your Google account before enrolling contacts in a Sequence that includes automated email steps. For setup instructions, see CRM - How to Set Up Google Integration.
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
- Teams that want to combine automated email outreach with personal follow-up
- 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 if you will use the calling features.
- Set up your CRM Sales Pro phone number and forwarding options.
- Review your call recording notice.
- Connect your Google account if you will send emails through Gmail or use automated Sequence emails.
- Create Email Templates for the messages your team uses regularly.
- Use Marketing Lists to identify the Customers you want to contact.
- Build a Sales Sequence and enroll selected contacts for scheduled outreach.
- Use tasks, notes, outcomes, and reports to manage follow-up activity.
Example: Customer Reengagement
Create a Marketing List of Customers who have not ordered in the last six months. Prepare Email Templates inviting them to order again, then enroll selected contacts in a Customer Reengagement Sequence that combines automated emails with Call Tasks and To-Do Tasks.
The Marketing List identifies who to reach, the Email Templates provide the messages, and the Sequence organizes the timing of the follow-up.
Next Steps
After CRM Sales Pro is activated, continue with these related setup and training articles:
- CRM Sales Pro: Connect Twilio
- CRM - How to Set Up Google Integration
- CRM Sales Pro: Manage Calls, Tasks, and Reports
- CRM Sales Pro: Create and Use Marketing Lists
- CRM Sales Pro: Create and Use Email Templates
- CRM Sales Pro: Create Automated Sales Sequences
- CRM Sales Pro: Track and Manage Sequence Performance
- CRM Sales Pro: Unenroll Contacts from a Sequence
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, Sales Sequences, and follow-up tasks, CRM Sales Pro gives your team a more organized way to manage Customer outreach and catering sales opportunities.
For additional help, refer to the CaterZen Support Center or contact the CaterZen Support Team to learn more and activate CRM Sales Pro for your team.
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