Restaurant and catering
Restaurant and Catering CRM for cloud kitchens and caterers
Quote by plate and pax, schedule tastings, collect the booking amount and follow the order through to delivery. Repeat-order nudges and review follow-ups keep the kitchen busy between events.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA customer asks for catering or a bulk order for a date, pax and cuisine.
- Stage 2Menu sharedA menu and per-plate quote are sent on WhatsApp for the customer to review.
- Stage 3TastingA tasting is arranged and feedback on dishes is recorded.
- Stage 4BookedThe menu is finalised and the booking amount is collected.
- Stage 5DeliveredThe order is delivered or served, and feedback and repeat offers follow.
What is a restaurant and catering CRM?
A catering CRM follows each event or bulk order from the first enquiry to delivery and the next booking. Gandiv records date, pax, cuisine, venue and budget, then lets you send a menu and a per-plate quote on WhatsApp. Tastings are scheduled with reminders, changes to the menu are tracked, and a booking amount link confirms the order. After delivery, a feedback request and a review reminder go out, and regular customers receive nudges before birthdays, anniversaries or monthly office lunches. Cloud kitchens use the same record for repeat corporate and party orders.
Why restaurant and catering teams need one
Problem
Enquiries come from calls, Instagram and Justdial and some are never answered.
With Gandiv
Every enquiry lands in one list with a first-reply timer and the event date on the card.
Problem
Quotes are rebuilt for each enquiry.
With Gandiv
Saved menus and per-plate rates generate a quote for the right pax in minutes.
Problem
Tastings are agreed and forgotten.
With Gandiv
A tasting scheduler reminds the customer and records which dishes they liked.
Problem
Orders are held without any advance and then cancelled.
With Gandiv
A booking amount link confirms the order and marks it firm on the calendar.
Problem
Happy customers do not leave reviews.
With Gandiv
A review request goes after delivery, and low ratings reach you first for a call.
Problem
A customer who booked a wedding never orders again.
With Gandiv
Repeat-order nudges before birthdays, anniversaries and festivals bring regular business.
Key features
Quotes
Catering quotes by pax and plate
Pick a saved menu, enter the pax and get a per-plate and total quote with service, staff and taxes shown clearly. Revised quotes are saved on the enquiry, so what the customer agreed to is never in doubt.
- Saved menus and rate cards
- Per-plate and total price
- Quote versions on the enquiry
Saved menus and rate cards
Per-plate and total price
Quote versions on the enquiry
Menu
Share menus and capture preferences
Send veg, non-veg or Jain menus on WhatsApp and record cuisine, spice level, allergies and dishes added or removed. Notes travel to the kitchen with the confirmed order.
- Menu sent by cuisine type
- Allergy and diet notes
- Changes tracked to the order
Menu sent by cuisine type
Allergy and diet notes
Changes tracked to the order
Tasting
Tasting scheduler with feedback
Book a tasting slot with a reminder, then record what the customer liked and what they want changed. A tasting that ends in a booking is easy to see against one that does not.
- Slot and reminder
- Dish-wise feedback
- Tasting to booking conversion
Slot and reminder
Dish-wise feedback
Tasting to booking conversion
Booking
Booking amount and event calendar
Send a payment link for the booking amount and view confirmed events on a calendar by date. Capacity clashes are visible before you accept another order for the same day.
- Payment link for booking amount
- Calendar of confirmed events
- Clash warning on the same date
Payment link for booking amount
Calendar of confirmed events
Clash warning on the same date
Repeat
Repeat-order nudges for regulars
Remember birthdays, anniversaries, festivals and monthly lunch cycles for each customer, and send a timely message with a suggested menu. Repeat business is cheaper than any new ad.
- Occasions saved on the customer
- Timely WhatsApp nudges
- Repeat orders by customer
Occasions saved on the customer
Timely WhatsApp nudges
Repeat orders by customer
Reviews
Review follow-up after delivery
After each event or order, send a feedback request and a review link for Zomato, Google or Swiggy. Low scores go to the owner for a personal call before a bad review is posted.
- Feedback request after delivery
- Review link on WhatsApp
- Low-score alert to owner
Feedback request after delivery
Review link on WhatsApp
Low-score alert to owner
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Event date · Number of guests (pax) · Cuisine · Venue · Budget per plate · Veg or non-veg · Occasion · Tasting date |
|---|---|
| Automations | Menu follow-up - 1 day after sending · Tasting reminder - 3 hours before · Booking amount link on WhatsApp · Event-day checklist to kitchen the evening before · Review request after delivery |
| Reports | Enquiry to booked by source · Quotes sent vs won · Events by month and pax · Revenue by occasion · Repeat customers and orders |
| Message templates | Menu and per-plate quote · Tasting invitation · Booking confirmation · Delivery update · Thank you and review request |
| Call script | Ask event date, number of guests, veg or non-veg and the venue. Confirm the budget per plate, offer two menu options with a tasting, and send the menu on WhatsApp before the call ends. |
Fields
Event date · Number of guests (pax) · Cuisine · Venue · Budget per plate · Veg or non-veg · Occasion · Tasting date
Automations
Menu follow-up - 1 day after sending · Tasting reminder - 3 hours before · Booking amount link on WhatsApp · Event-day checklist to kitchen the evening before · Review request after delivery
Reports
Enquiry to booked by source · Quotes sent vs won · Events by month and pax · Revenue by occasion · Repeat customers and orders
Message templates
Menu and per-plate quote · Tasting invitation · Booking confirmation · Delivery update · Thank you and review request
Call script
Ask event date, number of guests, veg or non-veg and the venue. Confirm the budget per plate, offer two menu options with a tasting, and send the menu on WhatsApp before the call ends.
By role
Owner or head chef
- Confirmed events by date
- Quotes won and lost
- Repeat customer revenue
Sales or order desk
- Menu and quote on the call
- Tasting bookings
- Booking amount links
Kitchen and delivery team
- Event-day checklist
- Menu notes and allergies
- Delivery timings
Integrations for this industry
Related industries
Frequently asked questions
Can I send a per-plate quote on WhatsApp?
Yes. Choose a saved menu and the guest count, and send the quote as a message or PDF. Taxes and service lines can be shown separately.
Does it take orders like a restaurant POS?
No. It covers enquiries, quotes, tastings, bookings and follow-up for catering and bulk orders. Billing at the counter or dine-in stays with your POS.
Can I link review requests to Zomato or Google?
Yes. You can include the review link in the message template. The review itself is posted by the customer on the platform.
How do repeat-order nudges work?
Save birthdays, anniversaries and monthly order cycles on the customer, and a message with a suggested menu goes out before the date.
Is it suitable for a cloud kitchen with corporate lunches?
Yes. Track company accounts, headcount, weekly or monthly plans and renewal dates, and message the office coordinator before each cycle.
Start with the restaurant and catering template
Your pipeline, fields and messages are created for you. Change anything later.