Food & Beverage demo
Owner viewTrack deposits, food cost, event margin, and final invoice timing.
Event readiness
BEO locked
21/24
Menu cost
28%
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$12,064
Proposal Value
$2,572
Won Value
$0
Active Deals
4
New
1Hart Wedding
Newhartwedding@email.com
$3,200
Chef
Event inquiry
Qualify need
Qualified
1Corporate Lunch Co
Qualifiedevents@corplunch.com
$6,292
Sous Chef
Website
Schedule walkthrough
Proposal
1Food Festival Organizers
Proposalinfo@foodfest.com
$1,612
Event Coordinator
Renewal
Send proposal
Approved
1Private Dinner Host
Approvedhost@email.com
$960
Chef
Outbound
Collect approval
Won
0No deals.
Event Calendar
Coordinate tastings, prep, delivery, service staff, deposits, and invoices.
24 events
Menu Costing
Price menus by ingredients, labor, rentals, and margin target.
28% food cost
Staff Schedule
Assign prep, delivery, service, and closeout roles to each event.
91% staffed