CRM Functions
CaterZen's CRM includes a variety of icons to help you efficiently manage client records and navigate key features. Each icon represents a different fun...
Mon, May 19, 2025 at 5:05 PM
Introduction Efficient customer record management is key to maintaining smooth catering operations. This guide covers how to look up, create, organize, and...
Thu, May 1, 2025 at 12:51 PM
Introduction Managing your CRM data efficiently—importing large contact lists, merging duplicate entries, deleting outdated records, and recovering recent ...
Wed, May 7, 2025 at 10:22 AM
Overview Delivering seamless payments and accurate tax handling is vital to keeping your catering business running smoothly. In this article, you’ll learn ...
Wed, May 21, 2025 at 12:55 PM
Overview Keeping important customer documents—like tax-exempt certificates, event layouts, or even photos of deliveries—attached directly to a CRM record e...
Thu, May 22, 2025 at 1:20 PM
Ever had a customer with a gluten allergy? Or a regular customer who insists on extra sauce every time? Highlighted Notes in CaterZen help you keep track of...
Mon, May 19, 2025 at 6:04 PM
Overview Permission-based menus let you control which customers can see and order from specific menus in your CaterZen account. By granting access only to ...
Thu, May 22, 2025 at 12:01 PM
Overview Recurring orders let you automate repeat catering orders—daily, weekly, monthly, or on any custom interval—so you never miss a customer’s ...
Thu, May 22, 2025 at 10:48 AM
CaterZen lets you assign an unlimited number of delivery addresses to each Customer. When you need to see exactly what was delivered to a particular...
Thu, May 22, 2025 at 12:00 PM